Tariffs
Tariffs already raising US inflation – Fed study
Researchers say trade policies were starting to affect consumer prices in March
The cost of ‘US liberation’
Stephen Millard outlines NIESR’s latest analysis of the Trump tariffs, as risks tilt to the downside
Fed holds rates as experts sound alarm over stagflation
FOMC says risks have risen on both the employment and inflation sides of its mandate
Taiwan says currency surge unrelated to trade talks with US
Rumours of “Mar-a-Lago accord” causing NT$ appreciation are “false”, central bank says
Eurozone exports to US unlikely to rise in trade war – ECB study
US tariffs rerouted Chinese goods to eurozone, but exporters there failed to boost US presence
Experts divided over contraction in US economy
Ex-NY Fed chief says latest figures are an anomaly, though others point to Trump policies’ impact
Almost half of eurozone ready to stop buying US goods – ECB study
Tariffs have triggered significant animosity among consumers, research finds
US Basel equivalence questioned as EU patience wears thin
MEPs say unfaithful US implementation of Basel III could trigger review of access to EU markets
Yen rates losses from tariff drama top $1 billion
Losses came from forced unwinds of bets on BoJ rate rises
‘Liberation day’ likely to cause US recession – NBER study
Paper sets out conditions for tariff-driven downturn and says US is likely to meet them
Trump makes a U-turn on Powell
President “might” call Fed chair about lowering rates, but claims he never had any intention of firing him
CBCS analysis points to pronounced risks of global trade war
Central Bank of Curaçao and Sint Maarten says firms should diversify supply chains away from US
Kashkari stresses importance of Fed independence
Minneapolis Fed chief expresses solidarity with Powell following Trump attacks
EU firms fear dollar liquidity becoming tariff bargaining chip
Trade war escalation could affect ECB's access to Fed swap lines
IMF cuts forecasts as tariffs add to high uncertainty
World economic outlook sours after Trump tariffs
Trade tensions could fuel further drop in asset prices – IMF
Global financial stability report also calls out highly leveraged non-banks
Trump administration escalates attacks on Powell
Kevin Hassett says White House is studying whether president can fire Fed chair
Trump and Powell’s war of words escalates
Fed chair slams tariffs, while president says Powell’s departure “cannot come fast enough”
ECB makes quarter point cut amid ‘exceptional uncertainty’
Lagarde says anyone who thinks world is “shock-free” needs “their head examined”
Amid tariff turmoil, banks warned not to fudge IFRS 9 overlays
Flip-flopping US policies challenge loan loss provisioning models; EU regulators are watching closely
Bank of Korea holds rates at 2.75%
Growth sluggish and inflation on target but central bank needs more time to judge tariff effects