Subject: Weekly round-up of Financial Stability articles

FINANCIAL STABILITY WEEKLY
TOP STORY
Macro-prudential
Derivatives hedging can weaken effect of capital rules – BIS paper
Banks increase use of credit default swaps when counter-cyclical buffers rise, study finds
23 Jan 2026   |  Research
Financial Stability
Geopolitics a key focus for ECB supervisors – blog
European banks have fared well so far against shocks but must stay vigilant, senior officials write
22 Jan 2026   |  Research
Financial Stability
Fed study sounds alarm over algorithmic rises in credit limits
Researchers say US lenders are extending too much credit to subprime borrowers
21 Jan 2026   |  Research
Financial Stability
Legal threat to Fed accelerates Asean+3 contingency planning
AMRO chief economist says central bank independence of paramount importance for stability
21 Jan 2026   |  News
Financial Stability
Bailey underscores support for Powell
BoE governor also points to potential spillover risks to UK from events in US
20 Jan 2026   |  News
Financial Stability
Tech-driven global growth vulnerable to shocks, IMF warns
Sharp market corrections could ensue if productivity gains from AI do not meet expectations
19 Jan 2026   |  News
Micro-prudential
BoE to ‘streamline’ supervision as part of growth push
PRA has been easing some regulations as government looks to cut cost of compliance
15 Jan 2026   |  News
Macro-prudential
BoE’s Ramsden defends UK’s ring-fencing regime
Deputy governor says rules remain “critical” to regulatory framework amid review to reform them
15 Jan 2026   |  News
Financial Stability
Sticky fears about sticky inflation
Survey finds investors are not yet ready to declare victory on inflation – with good reason
14 Jan 2026   |  Opinion
Financial Stability
New England is pocket of recession risk in US – Fed study
Researchers say overall threat of national downturn is low, but requires monitoring nevertheless
13 Jan 2026   |  Research
FINANCIAL STABILITY CORRESPONDANT
Daniel Blackburn is editor of the governance newsletter
Daniel Blackburn is the financial stability correspondent and news editor for Central Banking.
daniel.blackburn@centralbanking.com

i

LinkedIn Apple Android Twitter Facebook