Economics
Villeroy de Galhau rejects ‘populist’ critique of central banks
Independent institutions belong in driver’s seat ‘more than ever’, says former BdF governor
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
Book notes: The almighty dollar, by Brendan Greeley
The history of the currency that came to be ‘the dollar’ is the centrepiece in an otherwise confused book
Will Kevin Warsh’s communications gambit pay off?
Fed chair believes less is more with comms, but experts say time is ticking on his credibility
Philippines tightens policy as inflation fight continues
Analysts believe decision marks end of BSP’s current policy cycle
BoK delivers second consecutive rate hike
Central bank forecasts stronger growth as inflation remains above target
Economics Benchmarks 2026 report – advanced analytics
AI usage is increasing, but banks still vary in their approaches
China’s growth model may deepen tensions with US – paper
PIIE research says economic policies driven by ‘national security logic’ may be contradictory
Three veterans join Central Banking advisory board
New members have held top roles in Asia, Europe and the US