North America
Warren’s buffer plea is point-scoring, says expert
Professor attacks senator’s call for Fed to tighten bank regs, but echoes concerns about weak lenders
Experts split over wisdom of Mexico’s 25bp rates cut
Economist says policy committee’s sole dissenter was right to vote to hold
Trump picks Miran to replace Kugler on Fed board
Adviser set to take up role until January as president continues search to replace Powell as chair
US’s gains from tariffs diminish when countries retaliate – study
Dallas Fed authors say negotiated settlements may be best for all concerned
Fed policy may disproportionally affect largest banks – study
More leveraged US lenders experience sharper stock declines following rate hikes, Fed paper finds
US deposit insurance requires rethink, say experts
Dallas Fed study asks if current level is sufficient, while NYU professor argues for 100% coverage
People: Bowman to chair FSB supervisory committee
Plus: New governor in DRC and Rwandan deputy governor steps aside to become PM
Kugler’s resignation from Fed opens door for Trump, say experts
Governor’s departure could enable president to appoint “shadow chair” to further undermine Powell
Trump should not have fired head of stats bureau, say experts
Economists say dismissal undermines trust in official data, along with president’s arguments and democracy itself
News coverage affects inflation expectations – NBER paper
Authors say bad news has bigger impact on perceptions of inflation
Attempt to make FOMC meetings public is 'frivolous' – experts
Legal action by Trump ally, if successful, would hamper discussion, says ex-Fed official
Fed independence concerns raising risk premia – research
Authors of BBVA study say long-term yields briefly spiked amid rumours that Trump would fire Powell
Fed holds rates, despite pressure from White House
Experts say stance is in response to Trump’s trade policies and lament his attacks on central bank
Bank of Canada holds rates as core inflation heats up
Governor points to tariffs, but economist highlights “mystery” of core metric’s divergence from headline measure
Powell fact-checks Trump during tour of Fed building
Central bank chair rebuts claim that renovation was $600 million higher than previously reported
Central banks’ CBDC sentiment can prove contagious – BIS study
Authors say Fed and ECB’s positions on digital assets affect how the currencies are perceived elsewhere
Trump to inspect Fed buildings in Washington
Visit comes as central bank’s chair faces continued flak over renovations bill and refusal to cut rates
Oil shocks create ‘persistent’ labour downturns – IMF paper
Gains for oil-exporting countries are “comparatively modest”, say researchers
Fed hears renewed calls for tuneup of G-Sib surcharge
Failure to revisit 2015 methodology has led to inflated systemic risk scores, experts say
US firms face up to $71bn of extra costs from tariffs – study
Authors say additional complexities mean findings are likely to be on the conservative end of costs
Bessent floats audit of Fed’s perceived failures
Treasury secretary is latest Trump official to attack central bank, but says chair need not step down
BoC survey finds ‘buy Canadian’ trend amid tariff threats
More than half of respondents plan to spend less on US goods and avoid holidaying below 49th parallel
Non-banks pose hidden stability risks – Fed research
Credit lines to NBFIs are off firms’ balance sheets, thereby concealing potential hazards, say authors
Tariffs would reduce jobs and real income in US – new study
San Francisco Fed paper says drops in earnings would be unevenly spread