Equities
Dollar smiles again, but for how long?
Twitchy investors backed the buck during Iran war, but experts are divided on whether this marks a return of the dollar smile
EU needs integration, innovation and Eurobonds – panel
Schnabel, Blanchard, Spain’s finance minister and Citadel MD discuss bloc’s future
BoK, RBNZ, SNB and Spain to ‘wait and see’ on Iran war
Governors say policy should consider longer-term price effects of Middle East conflict
Use AI for ‘deeper insights’, not to make decisions – CBBH head
Selimović also discusses payments and reserves at Central Banking’s Kuala Lumpur meetings
RBI battles to shore up rupee as currency hits all-time lows
Central bank deploys directive against lenders after FX reserves fall below $700bn
MAS holds policy while warning of potential AI-related shocks
Singapore’s central bank increases inflation estimates and predicts resilient growth
US stock crash would be ‘felt across the world’ – BdF deputy
Current account imbalances cannot be solved unilaterally, argues Bénassy-Quéré
Bailey underscores support for Powell
BoE governor also points to potential spillover risks to UK from events in US
China cuts lending rate for some sectors and flags room for more
PBoC deputy announces 25bp cuts to lending rate for agriculture sector, small businesses and others
Private credit to play bigger role in AI boom – BIS study
Hidden leverage may dispel notion that sector poses only moderate stability risks, authors say
DBS becomes Singapore’s second RMB clearing bank
PBoC and MAS agree to deepen collaboration on securities, e-CNY and other areas
Global investment outlook: 2026 and beyond
Broadening, steepening and weakening: Franklin Templeton’s top investment ideas for 2026 and beyond
BIS points to ‘structural transformations’ in markets
Quarterly review cites higher volatility and gold losing its status as a safe haven asset
Working group minutes: rethinking dollar reserves
Central banks are seeking ways of mitigating geopolitical risk while maintaining dollar exposures
Experts see Japan’s PM having limited impact on BoJ independence
Takaichi’s hints on policy direction have precedent in Abenomics, former bank officials say
Irish governor warns against stretched equity valuations
CBI is latest institution to flag risks of market correction as talk of AI bubble continues
NBER paper maps out international financial network
Rey and Stavrakeva show equities markets play crucial transmission role
PBoC to resume open market China bond trading
Analysts expect purchases by central bank to support liquidity and government fiscal policy
Asean+3 central banks have space to buffer shocks – Amro report
Study says institutions are capable of more accommodative policy, should external circumstances demand it
BoE warns of AI bubble in equity markets
Record of latest FPC meeting compares ‘stretched’ stock values today to levels before dotcom crash
RBA’s Hauser expects ‘significant’ rise in pension funds’ FX hedging
Deputy governor expects Australian dollar’s “natural hedge” to remain but be less relevant to funds