Bonds
Economists warn of emerging ‘sovereign-stablecoin nexus’
Researchers model regulatory options as stablecoins become intertwined with core markets
This is not quite Japan’s ‘Truss moment’ – ex-BoJ board member
Experts add that central bank is unlikely to have to intervene directly in sovereign bond market
Full ‘postmortem’ on QE yet to be written – Klaas Knot
Former DNB governor expects Fed to continue international monetary diplomacy under Warsh
Most non-centrally cleared repos have zero haircuts, FSB warns
New report provides sweeping view of $16 trillion market and suggests ways to close data gaps
EU cannot fully disconnect from US, say Nagel and Kocher
German and Austrian governors say bloc can take steps to gain more sovereignty
Fed fractures post-SVB consensus on emergency liquidity
New supervisory principles support FHLB funding over discount window preparedness
Weak yen prompted BoJ’s December rate hike, minutes show
Japan likely to continue tightening, though board said it had ‘no specific pace in mind’
China could trigger Treasuries selloff to punish US – paper
Beijing might sustain short-term self-harm to undermine US assets’ safe haven reputation, authors say
AI and tokenised finance are reshaping financial trust
Amro’s CEO Yasuto Watanabe argues that sustained policy attention is needed to ensure the foundation of trust remains resilient amid financial transformation
BoJ holds rates as politics and sovereign bonds take spotlight
Decision closes out week in which JGB yields rose to historic highs after PM called snap election
Don’t count on central banks to buy public debt, says Lagarde
ECB president tells Davos panel that divergent global standards may puncture AI bubble
BI holds rates amid renewed concerns over its independence
Indonesian central bank says keeping rates at 4.75% will stabilise rupiah and encourage growth
China leaves benchmark lending rates unchanged
One-year LPR stays at 3% and five-year rate remains at 3.5% following easing via structural tools
Sticky fears about sticky inflation
Survey finds investors are not yet ready to declare victory on inflation – with good reason
Venezuela: a crude awakening?
Capture of Maduro opens new chapter for troubled economy and its central bank
Argentina secures $3bn repo ahead of bond repayment
Six unnamed international banks provide BCRA with reserves boost
BoJ balance sheet shows policy normalisation progressing
Analyst says corporate debt sales proceeding, but equities selloff to take over a century at current pace
Japan’s monetary base declines for first time in 18 years
BoJ’s balance sheet also shrank by 9.4% last year amid policy normalisation drive
Renato Gomes on Pix, Drex and digital asset regulation
Brazil’s deputy governor speaks with Christopher Jeffery about pros and pitfalls of open finance, financial inclusion and crime on Pix, and the need to sideline DLT for Drex phase 3
Winds of change 2026: managing opportunities
Shifts in monetary and fiscal policy are reshaping fixed income markets
2025: The year in central banking
A look back at the biggest and most popular stories of the year