Macroeconomics
Philippines inflation surges to 7.2%
BSP pledges response as economists say large rate hikes may be on the table
US policies eroding dollar’s position, say Knot and Obstfeld
Euro and yuan unlikely to supplant greenback, but ‘more multipolar’ system could arise
‘There is agency’: experts say countries can deal with tariffs
‘Bad behaviour’ by US and China has brought many other nations together, speakers say
‘Plaza accord 2.0’ will not fix global imbalances – IMF panel
But getting China and US to implement other necessary remedies will be challenging, speakers say
Dollar still ‘special’ but Treasuries losing shine – NBER paper
Authors show ‘strong divergence’ between global roles of greenback and US government bonds
BIS study uncovers credit crunch driven by geopolitics
Paper finds that lending recovers more slowly than trade following shock events
Dancing between raindrops: tackling an Iran-related supply shock
Comms will be critical as central banks face yet another global shock, says Jagjit Chadha
Shipping congestion drives up inflation – IMF paper
Study of tracking data shows delays at ports are reflected in headline inflation
Dallas Fed researcher cautions against expansionary policy
Study of US in the 1970s says oil shocks were not primary driver of inflation
Net zero transition could boost productivity – BoE paper
Impact of carbon tax depends partly on spillovers from green technology, economists say
Models need rethink due to effect of global shocks – paper
Central banks can no longer assume shocks are ‘temporary, linear and symmetric’, authors say
US tariffs unlikely to halt progress on global trade – BoE’s Taylor
UK inflation expected to fall in near term due to trade diversion, MPC member says
Broader view of debt sustainability is needed – NBER paper
Government debt is not necessarily at historical highs, authors say
US ‘bearing large share’ of tariff costs – NBER paper
Authors find pass-through is nearly 100% and is reshaping how country trades
Winds of change 2026: managing opportunities
Shifts in monetary and fiscal policy are reshaping fixed income markets
Winds of change 2026: managing opportunities
Shifts in monetary and fiscal policy are reshaping fixed income markets
Dollarisation tends to come in waves – Fed researchers
Authors say the euro once may have been a rival to the dollar
Water scarcity threatens economies, IMF and BIS warn
Studies say impacts on growth, inflation, fiscal policy and balance of payments are likely to worsen
Is this the end of dollar dominance?
Steve Kamin tracks evolving investor attitudes to the US in the wake of 'Liberation Day'
IMF opens third China office in Shanghai
Institution and PBoC say new hub will conduct research into Asia-Pacific’s emerging economies
Global investment outlook: 2026 and beyond
Broadening, steepening and weakening: Franklin Templeton’s top investment ideas for 2026 and beyond