Iran
BoK, RBNZ, SNB and Spain to ‘wait and see’ on Iran war
Governors say policy should consider longer-term price effects of Middle East conflict
Poland and Serbia hold rates
Both central banks cite effects of Middle East conflict in explaining policy decisions
Governor says RBNZ will tighten policy if inflation rises
Central bank holds and offers ‘uncertain’ estimate of inflation being well above target
BoT likely to hike rates if others do, says assistant governor
Don Nakornthab says Thailand’s low inflation means tightening would also come later than elsewhere
Supply-side shock stuns central banks
The partial closure of the Strait of Hormuz raises fresh challenges for central bank policy-makers
Geopolitics becoming ‘key risk’ for central banks – panel
Experts at ECB conference say political upheaval now a greater concern than price growth
BoE faces its toughest test in four years
Path to contain inflation from supply-side shocks is different compared with 2022–23
Economists expect BoK to tilt hawkish under Shin
Expert says new governor to bring ‘distinctly BIS-influenced framework’ to South Korean central bank
Central banks in China, Hong Kong and Taiwan hold rates
Taiwan tilts hawkish, Hong Kong follows Fed and China expected to ease by 10bp this year
ECB holds rates, predicts 2.6% inflation for 2026
Lagarde presents gloomy outlook for eurozone inflation and growth as energy prices spike
SNB holds rates, vows to fight franc appreciation
Bank says short-term inflation pressures are high but will remain ‘virtually unchanged’ in medium term
BoJ holds as Middle East conflict threatens higher inflation
Ueda says Japanese firms could pass on costs ‘more aggressively’ than after start of Ukraine war
RBI buys bonds as Iran war threatens economic outlook
Economists expect central bank to stay on hold, despite risk of higher inflation and lower growth
PBoC plans more market-based monetary policy formulation
Analysts expect Middle East conflict to have little impact on policy in China
ECB has ‘no reason’ to hike as ‘2026 is not 2022’ – BdF head
Villeroy de Galhau first eurozone governor to speak about war’s potential impact on inflation
Malaysia holds policy with an eye on conflict uncertainty
BNM also notes upside potential of tech, lower tariffs and pro-growth measures globally
Asian central banks prepare for conflict-induced energy shock
IMF’s Georgieva says Iran war creates energy and confidence risks for most of region
BoJ’s path to normalisation less certain with Iran conflict
Ueda suggests rate hikes will continue, but analysts point to a range of possible scenarios
How will Europe’s central banks react to the Middle East crisis?
ECB unlikely to veer from rate path as it had expected to undershoot during 2026
BCB rate cuts could be curtailed if oil prices spike – minister
Brazil’s Treasury secretary says price of $100 a barrel could trigger inflationary pressures
Middle Eastern central banks respond to Iran crisis
Israel unveils relief package for firms and citizens, while Turkey suspends repo auctions