Inflation
PBoC plans more market-based monetary policy formulation
Analysts expect Middle East conflict to have little impact on policy in China
Iran conflict could drive global inflation higher – IMF chief
Georgieva urges policy-makers to think ‘the unthinkable and prepare for it’
Single and dual mandates often result in same policy – Schnabel
AI productivity boom yet to show up in eurozone data, ECB board member adds
Central Bank of West African States eases policy by 25bp
BCEAO says negative inflation prompted decision, but expects prices to rise in 2026
Poland cuts rates against backdrop of falling inflation
Central bank lowers projections for price growth, while warning of geopolitical uncertainty
Malaysia holds policy with an eye on conflict uncertainty
BNM also notes upside potential of tech, lower tariffs and pro-growth measures globally
Asian central banks prepare for conflict-induced energy shock
IMF’s Georgieva says Iran war creates energy and confidence risks for most of region
BoJ’s path to normalisation less certain with Iran conflict
Ueda suggests rate hikes will continue, but analysts point to a range of possible scenarios
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
Middle East conflict creates new uncertainty for the Fed
Additional inflationary risks could jeopardise Trump’s hopes for rate cuts, experts say
BCB rate cuts could be curtailed if oil prices spike – minister
Brazil’s Treasury secretary says price of $100 a barrel could trigger inflationary pressures
RBA governor says conflict may require monetary policy response
Bullock says board considering potential supply shocks amid already high levels of inflation
Middle Eastern central banks respond to Iran crisis
Israel unveils relief package for firms and citizens, while Turkey suspends repo auctions
Rogoff and Pill sound warnings over inflation
Former IMF chief economist says markets are underestimating Trump’s long-term impact
Delayed hikes lessened inflation’s distributional effects – study
Poorer households would have suffered more if ECB began tightening straight after pandemic
Banxico took it easy for too long, says economist
Academic believes inflation will remain a challenge for central bank and government
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
South Korea holds policy and ups growth forecast
Bank debuts six-month forward guidance framework following expected rate stay
Thailand unexpectedly cuts rates on lower growth outlook
Central bank hopes easing of policy will support SMEs, households and overall economy
RBA did not lose focus on inflation, says deputy governor
Hauser says last year’s cuts were based on assumption that price levels in Australia would be lower
Monetary policy in Asia since the pandemic
Asean+3 nations must plan to tackle ‘disturbance’, ‘structural’ and ‘radical’ uncertainty using a disciplined policy mix to preserve price stability amid global shocks, writes Dong He
Hungary eases policy for first time since September 2024
Governor insists central bank is ‘not starting a rate cutting cycle’
Waller: my next FOMC vote is ‘close to a coin flip’
Governor says January’s positive jobs figures may be ‘noise’ rather than ‘signal’
Lagarde downplays odds of early exit
ECB president uses interviews to say she is on a ‘mission’ with a ‘baseline’ of serving out her term