Expectations
Fed paper touts prediction market data for monetary policy
Sites like Kalshi could become “new benchmark” for measuring expectations, researchers say
Legal threat to Fed accelerates Asean+3 contingency planning
AMRO chief economist says central bank independence of paramount importance for stability
Eurozone food inflation to ease in 2026 – ECB bulletin
Sticky prices have moderated in recent months and should decline further in 2026, economists say
BoJ raises policy rate to 30-year high
Japan’s central bank, as expected, hikes rate to 0.75% and indicates further tightening to come
Serbia vows to ‘prevent unjustified pressure’ on FX market
Central bank says it will fight for stability as crisis prompts citizens to swap dinars for euros
BSP eases policy and indicates further cuts will be limited
Governor says decision will boost Philippines’ economy amid ‘painful’ governance issues
US inflation expectations hold steady in November – NY Fed
Latest survey shows increasing concerns over medical costs and financial welfare more generally
Eurozone bank uncompetitiveness a ‘myth’ – Schnabel
Regulations have made lenders better, says ECB board member
‘Refresh’ continues as RBNZ appoints new board chair
Acting chair Rodger Finlay steps into position permanently ahead of new governor taking office
Argentina and the fear of floating
Economists believe the country’s authorities must fully liberalise the peso before it is too late
RBNZ’s 25bp cut marks end of easing cycle, say economists
Bank says economic activity picked up after policy fell to lowest point in more than three years
BoJ governor reaffirms preference for rate hikes
Ueda says policy normalisation should continue amid near-zero output gap and tight labour conditions
Advancing sustainability post-COP29
The Central Bank of Azerbaijan is striving to assist the domestic and international transition to a greener economy, writes its governor, Taleh Kazimov
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
€25K handouts would not affect labour market – ECB paper
Stimulus packages are effective in raising consumption, researchers argue
Bailey switches sides as BoE holds at 4% in 5–4 decision
Members’ views, published for first time, show disagreement around staff’s central projection
Poland cuts rates, while Albania and Sweden hold
Riksbank warns of US stock market bubble
Rethinking policy transmission in the age of AI
Managing machine expectations related to faster, more non-linear and potentially asymmetric price dynamics will require analytical innovation and potentially new forms of oversight, argues Elisa Vilorio de Painter
ECB and BoJ officials reject explicit forward guidance
Central bankers promote ‘meeting-by-meeting’ approach to rates setting
Venetian lessons for today’s central bankers
Loose money and lost credibility in 17th century city state provide a cautionary tale about the importance of international investor confidence, argues Biagio Bossone
US inflation expectations at risk of de-anchoring – Boston Fed study
Authors say post-Covid spike has altered perceptions of future price stability