Monetary policy
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
ECB has ‘no reason’ to hike as ‘2026 is not 2022’ – BdF head
Villeroy de Galhau first eurozone governor to speak about war’s potential impact on inflation
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
Uruguay’s central bank cuts rates to tackle low inflation
BCU says disinflation is biggest risk, notwithstanding potential inflationary effect of Iran war
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
R* has increased globally since pandemic – NY Fed research
Higher neutral rates show government bonds might not be as liquid and safe as before, economists say
People: Braddick to take charge at UK’s prudential watchdog
Plus: BoE also appoints first executive director for monetary policy
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
Monetary dominance depends on comparative advantage – paper
Money that is ‘too good’ as a store of value may not circulate, authors say
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’
Jamaica cuts rates as outlook for inflation improves
Figure expected to return to target by December, central bank says
Philippines may not reach digital payments goal, says governor
Rate cuts will have limited impact on growth, despite BSP having ample policy space, says Remolona
Banxico minutes signal potential resumption of rate-cutting cycle
One-off hit of tax rises and tariffs could see rates cut in March
Bank Indonesia holds rates again to defend currency
Weak rupiah to delay rate cuts as ratings downgrade weighs on investor appetite, analyst says