Subject: Weekly round-up of Economics articles

ECONOMICS WEEKLY
TOP STORY
Economics
Trade fragmentation still favours west over east – BdF study
Authors says US-led bloc better placed to win over neutral states than China-aligned grouping
16 Jan 2026   |  Research
Macroeconomics
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
14 Jan 2026   |  Speech
Economics
Private credit to grow in Europe in 2026 – S&P
Basel implementation and diversification away from US point to more activity, analysts say
13 Jan 2026   |  News
Economics
Eurozone food inflation to ease in 2026 – ECB bulletin
Sticky prices have moderated in recent months and should decline further in 2026, economists say
12 Jan 2026   |  Research
Economic modelling
BoE paper offers method to build narrative around forecasts
Process could support use of SVAR models in monetary policy process
12 Jan 2026   |  Research
Macroeconomics
Broader view of debt sustainability is needed – NBER paper
Government debt is not necessarily at historical highs, authors say
07 Jan 2026   |  Research
Macroeconomics
US ‘bearing large share’ of tariff costs – NBER paper
Authors find pass-through is nearly 100% and is reshaping how country trades
06 Jan 2026   |  Research
Economics
EMs gain less from GenAI adoption than AEs – BIS study
Service economies with strong digital and legal frameworks best placed to benefit from AI
22 Dec 2025   |  Research
Macroeconomics
Dollarisation tends to come in waves – Fed researchers
Authors say the euro once may have been a rival to the dollar
22 Dec 2025   |  Research
Economics
Mutual funds amplify FX sensitivity to capital flows – study
Investment in Swiss bonds increasingly linked to franc’s value, SNB paper finds
19 Dec 2025   |  Research
ECONOMICS CORRESPONDENT
Dan Hinge is editor of the economics newsletter
 
Daniel Hinge is the editor of Central Banking’s Benchmarking Service and subject specialist for economics.
daniel.hinge@centralbanking.com

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