Middle East conflict
Kenya ends easing cycle with rates hold
Central bank adopts wait-and-see approach amid uncertainty over Iran conflict
Olli Rehn on demographics, geopolitics and ECB policy
The Bank of Finland governor speaks about immigration and productivity, private credit and stablecoin risks, the mood on the governing council and the impact of conflict in the Middle East
BoT likely to hike rates if others do, says assistant governor
Don Nakornthab says Thailand’s low inflation means tightening would also come later than elsewhere
RBI holds rates amid uncertainty over Middle East conflict
Bank acknowledges risks to inflation and growth, but says India is well placed to withstand shocks
Iran war has triggered ‘peak’ FX volatility, say reserve managers
Officials tell Central Banking Meetings that oil supply shock is on its way
No slowdown in Asian sustainable bond issuance – senior exec
Let-up not expected in next three to five years, despite headwinds from Iran war
BoE: public debt, private credit and AI are main stability risks
FPC meeting minutes emphasise Iran war’s negative impact on growth, inflation and financing conditions
Powell: We do not see systemic risks from private credit
Fed chair speaks on independence, financial stability and more at Harvard
Supply-side shock stuns central banks
The partial closure of the Strait of Hormuz raises fresh challenges for central bank policy-makers
Israel holds rates, citing war’s impact on growth and prices
Central bank says economic activity has declined and inflation risks are biased to the upside
RBI battles to shore up rupee as currency hits all-time lows
Central bank deploys directive against lenders after FX reserves fall below $700bn
Qatar boosts liquidity to support war-hit economy
Measures include loan deferrals, unlimited repo facilities and cut in reserve requirement
Mexico surprises markets with rate cut in split decision
Central bank faces headwinds from weak growth and oil shock
As new gauge puts CPI above 2%, is BoJ prepping for a hike?
Revised data shows price growth at a level the bank said would trigger tightening
BoE’s Greene warns of lasting inflation from Iran war
MPC member says energy prices could stay higher even after conflict ends
Inflation shock upends Aussie dollar rates flatteners
Hedge funds’ front-end curve trades stopped out as Iran conflict drove RBA terminal rate pricing higher
Iran war and persistent inflation will derail policy – panellists
Former St Louis Fed president joins ECB and BIS’s chief economists in outlining future paths
Chile holds rates amid upcoming surge in fuel prices
Measure by new government will allow fuel prices to jump on March 26
Backdrop to energy shock ‘more benign’ than in 2022 – Lagarde
ECB president says it is still too early to tell if rates will have to rise in response
PBoC reserve ratio cut spurs short-term FX hedging
Removal of 20% forex risk rule drives exporters towards options and onshore forwards
Second-round effects from Iran war could persist – BoE’s Pill
Bank’s chief economist says ‘structural change’ in wage-setting behaviour warrants caution in policy
Fed should still ease policy amid energy shock – Miran
Governor says his outlook for four rate cuts this year remains unchanged
Paraguay signals neutral stance with pause in easing cycle
Central bank expects inflation to rise to 3.5% target by end of year
ECB expects growth, even in ‘most severe scenarios’ – de Guindos
Outgoing vice-president downplays chances of Lagarde finishing her term early