Debt
Europe’s stability at risk if AI bubble bursts – ECB blog
Correction could freeze functioning of continent’s financial markets, say central bank economists
Strong recovery in US treasury purchases is ‘unlikely’ – paper
Central banks’ demand for US government bonds has ‘plateaued’ as reserve managers diversify
Argentina eases bank dollar lending to companies
Authorities roll back post-2001 guardrails in effort to boost credit and economic growth
Africa’s domestic debt shift raises costs and risks, BIS warns
Diversifying investor bases necessary to reduce reliance on central and commercial banks, study says
New York and Dallas Feds to launch private credit survey
Firms with over $50 million invited to discuss lending standards and monetary policy implications
Working group minutes: macro-pru calibration challenges
Many central banks are struggling to get enough data, particularly on borrowers
Thai economy needs monetary, fiscal, financial policy mix – BoT
‘Single policy tool insufficient to mitigate more frequent shocks,’ central bank says
Strained public finances may trigger ‘great repression’ – paper
IMF study of a century of data on financial repression finds the tactic is tempting governments again
Financial education hits the golf course in Kenya
Central bank uses tournament to tee up domestic bond market
Juha Park on the BoK’s updated monetary policy framework
Bank of Korea’s head of monetary policy communication says pre-Shin updates align with new governor’s thinking
Pakistan holds as inflation remains well above target
MPC reiterates need for fiscal reforms to support growth
Milei claims central bank reform will end 91 years of ‘looting’
Argentinian president’s proposals include core mandate on inflation and ban on monetary financing
Implications of the 2026 Middle East war
Gavin Bingham, Paul Fisher and Andrew Large detail the monetary policy, financial stability and international co-operation challenges for central banks
Bolivia nears $2.8bn IMF deal
Minister says country ‘days away’ from agreement on funding to strengthen central bank reserves
Moody’s lifts Argentina’s credit rating
Agency says country’s default risk has declined amid fiscal surpluses and falling inflation
Argentina should borrow from international markets – Obstfeld
Economist calls for transition to floating exchange rate with inflation targeting
Jasmina Selimović on managing Europe’s last currency board
The Central Bank of Bosnia and Herzegovina governor speaks about building resilience to counter geoeconomic shocks, strengthening reforms amid EU convergence, addressing stablecoin and NBFI risks, Sepa integration, and capacity building.
Race for investment could turn AI boom into bust – BIS study
Paper warns of fragility through overcommitment and circular financing
China allows its investors greater access to offshore bonds
PBoC ups quota as HKMA expands yuan funding and city begins trial run for gold clearing
Indonesia’s foreign reserves increase despite interventions
Central bank attributes slight rise to higher tax revenues and says holdings are sufficient
Lagarde ‘regrets’ forward guidance and Warsh plans ‘family fight’
Fed, ECB, BoC and BoE heads discuss inflation, uncertainty, AI, stagflation and independence in Sintra