Deflation
Weather shocks impact the economy unevenly, study says
Central banks overlook the broader economic fallout of cold spells
BoJ’s Masa calls for tightening at ‘earliest stage possible’
Board member indicates conditions for rate rises are forming as inflation approaches 2% target
Former RBA officials say budget offers no inflation relief
Economists say Australian spending plans will create modest fiscal expansion with some upside risk
Singapore tightens policy for first time in four years
MAS notes ‘considerable risks’ to inflation and growth outlook since start of Middle East conflict
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
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
PBoC plans more market-based monetary policy formulation
Analysts expect Middle East conflict to have little impact on policy in China
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
Ueda hints at further rate hikes after dovish BoJ appointments
Analysts expect board’s stance to change little after PM nominates two new policy-makers
Full ‘postmortem’ on QE yet to be written – Klaas Knot
Former DNB governor expects Fed to continue international monetary diplomacy under Warsh
China reaffirms ‘moderately loose’ monetary policy path
PBoC flags risks from global fragmentation, as concerns remain about growth and price levels at home
Fiscal dominance: are central banks about to be Trumped?
Jagjit Chadha highlights the danger of an ‘upper bound’ on interest rates as fiscal strains grow
Sri Lankan inflation back in positive territory
Central bank says prices are rising for first time since it changed policy framework last November
China to continue consumption push with loan interest subsidies
PBoC says plan aligns with government policy to increase consumer spending
Monetary policy alone will not solve Korea’s problems – paper
Study calls for structural changes to tackle ageing population, high debt and low growth
China’s policies reduce risk of ‘Japanification’ – study
Bank of Spain research compares country’s economic challenges with its Pacific neighbour’s in 1990s
Economists say rate cuts unlikely to solve China’s deflation woes
CPI grows slightly, but production price index posts largest year-on-year decline since 2023
The future of money
Central banks may require more flexible inflation targets and facilitate wider payments interoperability to maintain trust and the ‘singleness’ of money. By Sethaput Suthiwartnarueput
Sri Lanka cuts benchmark rate to 7.75% as deflation persists
Central bank projects inflation will move into positive territory during third quarter
Maurice Obstfeld on the trade war’s damage to the monetary system
The former IMF chief economist speaks about Trump’s chaotic economic policies, the erosion of Fed independence and dollar stability, difficult policy trade-offs for central banks, and the threat to the Bretton Woods institutions
Indonesia holds rates after stock market rout
BI opts to defend exchange rate as country records deflation for first time in 25 years