Economics
Philippines tightens more than expected as inflation bites
BSP expects price growth to remain high next year due to oil prices and El Niño effects
China hits back at criticism of yuan policy
PBoC denies devaluation claims, says other nations are responsible for their declining competitiveness
Working group minutes: Central banks adopt scenario analysis
Approach is guiding institutions’ responses to Middle East war and El Niño
UK FCA to investigate itself after whistleblower died by suicide
Regulator appoints ex-BoE official to examine procedures as it faces criticism from former staff
Villeroy de Galhau rejects ‘populist’ critique of central banks
Independent institutions belong in driver’s seat ‘more than ever’, says former BdF governor
Fed should avoid communicating without a framework – Musalem
St Louis Fed president outlines his preferred view of monetary policy comms
Goodhart and Pradhan on the end of monetary independence
The unanchored central banker authors speak about how ageing populations, soaring healthcare costs and rising fiscal deficits will force central bankers to compromise on inflation targets and bail out indebted governments
Australia tightens interest rates to 15-year high
RBA’s fourth hike of 2026 targets inflation as governor says further increases are on the table
AI not having major impact on US graduate jobs – study
NBER researchers say changes in employment market are not statistically significant
BoE holds rates and reveals talks to sell gilts to Treasury
Economists voice concerns over blurred fiscal and monetary policies
Taiwan holds, with inflation expected to fall next year
Central bank says growth exceeded expectations as AI-driven demand continues
Federal Reserve delivers first rate hike since 2023
FOMC expects policy to remain around 4.1% for 2026–27 and inflation to reach 2% by 2029
Ukraine’s ESG lessons from a war zone
NBU governing council member Olena Shcherbakova speaks about how environmental, social and governance rules can be adapted for dual-use and defence requirements
Time to be ‘amateur geopolitical analysts’ – ex-Obama adviser
Lazard CEO Peter Orszag says era of ‘supply side 2.0’ requires cross-disciplinary approach
Treasury buyback risks a (collateral) chain reaction
Rebalancing of bond tenors could stretch collateral links to breaking point, argues economist
The Fed enters a new epoch
Chair Kevin Warsh takes his first steps to transform the US central bank
Russia’s cashflow problem
Citizens increasingly rely on hard currency as military spending places strain on banking system and economy
Economics Benchmarks 2026 – model banks analysis
Additional data breakdowns shed light on staffing, model types and AI usage
New Zealand tightens policy as inflation remains above target
RBNZ says currently ‘lacklustre’ growth likely to accelerate after carrying out expected hike
Economics Benchmarks 2026 report – executive summary
Key findings from the benchmark on AI use, model design and data-driven research
Bessent believes BoJ will act in support of yen
‘I have information that the market doesn’t have,’ US Treasury secretary says