Subject: Weekly round-up of Economics articles

ECONOMICS WEEKLY
TOP STORY
Financial Stability
Strait of Hormuz is top barometer of supply stress – BIS study
Impact of traffic disruption through other waterways neither as consistent nor as global
21 Sep 2026   |  Research
Monetary Policy
UK mortgages out of sync with BoE policy
Average two-year rates for home loans have risen since March, despite BoE’s extended pause
21 Sep 2026   |  News
Economics
ADB offers $5bn to alleviate energy and fertiliser crisis
Institution says funds will be delivered on selective and demand-driven basis
16 Sep 2026   |  News
Economics
Kosovo joins ECB’s enhanced repo facility
National central bank says inclusion provides ‘additional layer of resilience’ for financial system
15 Sep 2026   |  News
Economics
Time to be ‘amateur geopolitical analysts’ – ex-Obama adviser
Lazard CEO Peter Orszag says era of ‘supply side 2.0’ requires cross-disciplinary approach
15 Sep 2026   |  News
Economics
Treasury buyback risks a (collateral) chain reaction
Rebalancing of bond tenors could stretch collateral links to breaking point, argues economist
14 Sep 2026   |  Opinion
Macroeconomics
De-dollarisation no guarantee of EM policy autonomy – study
Sarb paper argues sound domestic fundamentals are more crucial than lowering dollar usage
09 Sep 2026   |  Research
Economics
Zombie firms in Asian EMEs cause disinflation in AEs – study
Spillover is transmitted to advanced economies via trade channels, BIS report says
08 Sep 2026   |  Research
Reserves
Bolivia’s central bank suspends dollar purchases
Institution says increasing HLAs gave it leeway to meet obligations and mitigate FX market pressure
08 Sep 2026   |  Official Record
Data
Government not to blame for inflation – Icelandic minister
Central bank had previously blamed price growth on pay policies plus effects of solar eclipse
08 Sep 2026   |  News

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