Inflation
Norges Bank continues easing campaign with another 25bp cut
Central bank governor strikes hawkish tone, highlights increasing productivity
BoE holds rates and slows QT
Maturity profile shortened as Bailey aims to avoid disrupting gilt markets
Brazil holds rates at 15% with hawkish guidance
Rate-setters say they would “not hesitate to resume” hiking cycle if necessary
Fed eases by 25bp as concerns grow over US labour market
Experts differ over impact of tariffs on inflation and unemployment
BI makes third surprise cut as lawmakers mull its mandate
Bank says 25bp easing aimed at promoting growth, pledges further monetary-fiscal policy alignment
Russia eases by 100bp in third consecutive rate cut
Governor says decision was warranted by falls in both inflation and economic activity
IMF model links banks’ liquidity and capital adequacy rules
Lenders balance liquidity and solvency risk, paper says
Canada set to cut rates, given soft labour market – economists
Concerns over rising unemployment outweigh stagflation risks, say experts
Bar for going back into negative rates is high – SNB chair
Schlegel says impact on pensions and savers means caution would be warranted
DNB calls for ‘structural solutions’ to varying eurozone inflation
Rebalancing effect of eurozone’s uniform monetary policy is “slow and incomplete”, central bank says
Poland cuts rates by 25 basis points
Economy continues to grow thanks to domestic demand, central bank says
The investors who aren’t fretting over Trump’s stat sulk
Some see dismissal of statistics agency chief as an assault on US institutional integrity; for others it offers a chance to throw off outdated methods
Malaysia holds policy after sanguine economic forecasts
Central bank says trade uncertainties remain but have abated somewhat
Geopolitics, crypto and inequality are systemic risks – ESRB panel
Geopolitical risk is shaping markets, institutions and the financial system, says Olli Rehn
No ‘race to the bottom’ if Fed is forced to cut – Schnabel
ECB board member says politicised US central bank would be “very disruptive”
BoJ deputy governor says policy should be tightened further
Ryozo Himino says real interest rate remains low, despite three hikes since last year
Sri Lankan inflation back in positive territory
Central bank says prices are rising for first time since it changed policy framework last November
Thai central bank warns country’s SMEs vulnerable to US tariffs
Bank of Thailand monetary policy committee signals further easing likely, minutes show
Philippines eases policy 25bp to 5% ‘Goldilocks zone’
BSP governor says one more cut likely this year as bank cites risks posed by US trade policy
BoK economists discuss policy responses to ‘super ageing’
In Do Hwang and Boreum Kwak speak about the actions South Korea should take as critically low birth rate limits central bank’s policy space
Powell indicates policy shift at Jackson Hole
The Fed chair says the balance of risks appears to be shifting; FOMC no longer plans to overshoot inflation target
Eurozone unemployment stats may understate slack – research
Authors say they have created an indicator with important monetary policy implications
RBI says its monetary framework serves India well
Central bank rejects idea of removing food from CPI index used for inflation targeting
Riksbank holds rates, signals one more cut possible in 2025
Lacklustre economic activity and higher-than-expected inflation fail to convince bank to cut