Subject: Weekly round-up of Economics articles

ECONOMICS WEEKLY
TOP STORY
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
Data
NBFIs grew twice as fast as banks in 2024, FSB finds
Annual report highlights strong growth in investment funds but flags lack of data on private credit
16 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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