Central Banks
Coverage of Central Banks in the Nexus archive.
- For the First Time, Central Banks Plan to Hold Fewer Dollars
A survey of ninety central banks and wealth funds found that, for the first time, more plan to reduce dollar holdings than increase them over the coming decade. The report highlights a shift in global financial strategy regarding U.S. dollar reserves.
- One Day, Four Continents: How Unelected Referees Made the Big Decisions
On June 30, major decisions impacting four continents were made by unelected institutions like courts, central banks, and statistics offices rather than elected leaders such as presidents or prime ministers.
- The Two-Speed Fed: What a Hawkish Washington Means for the Emerging World
The Federal Reserve maintains a firm stance and signals potential interest rate hikes, contrasting with other central banks that are easing. This hawkish approach impacts emerging markets burdened with a record $9 trillion in 2026 dollar debt.
- The Held Breath: Why So Much Power Now Waits on Courts, Central Banks, and Numbers
In June 2026, three regions deferred major decisions to unelected institutions like courts, central banks, and statisticians, raising concerns about accountability. The article examines the implications of relying on these bodies for critical decisions.
- Sovereign investors with US$29 trillion pivot to energy assets, flag dollar fears
Sovereign wealth funds and central banks managing US$29 trillion are shifting toward energy assets and expressing concerns about the dollar, according to an Invesco survey. The move reflects portfolio diversification efforts amid geopolitical shifts.
- Sovereign investors with US$29 trillion pivot to energy assets, flag dollar fears
Sovereign wealth funds and central banks managing $29 trillion are shifting to energy assets and expressing concerns over the dollar due to geopolitical shifts, according to an Invesco survey. The survey highlights a focus on diversification and resilient investment portfolios.
- Why investors may want to prioritize bond markets outside the U.S.
Allspring Global Investments is advising clients to focus on international bond markets, particularly in countries where central banks are increasing interest rates or experiencing different inflation dynamics. The firm highlights opportunities outside the U.S. as a strategic move for investors.
- Central Banks Fled the Dollar for Gold — Into a 29% Crash
Central banks shifted from the dollar to gold, leading to a 29% crash in gold prices. The article questions if this move exchanged one risk for a worse store of value.
- Iran deal brings little relief for inflation-wary central banks
The Iran deal has provided minimal relief to central banks concerned about inflation. Top policymakers remain cautious about the global economy despite falling energy prices.
- Central banks are bringing gold reserves home as geopolitical risks rise
Central banks are increasing gold reserves and storing bullion domestically due to rising geopolitical and currency risks. The trend reflects growing concerns over global instability and financial uncertainty.
- Central banks repatriate gold as global insecurity rises
Central banks are repatriating gold due to rising global insecurity, conflict, sanctions, and declining trust in storing bullion abroad. Institutions are becoming more cautious about holding gold in foreign countries.
- More Central Banks Than Ever Say They Will Buy Gold This Year
More central banks are planning to purchase gold this year compared to previous years. The decision reflects increased interest in gold as a reserve asset.
- The consequences of a diminishing global energy shock
A ceasefire in Iran has increased the likelihood that central banks will view the energy shock as temporary. The situation may reduce long-term economic impacts related to the conflict.
- JPMorgan Sees Central Banks on Hold on US-Iran Agreement
JPMorgan expects central banks to maintain their current stance regarding the US-Iran agreement. The analysis suggests no immediate policy changes from central banks on this issue.
- China tees up digital payments system to compete with dollar
China is developing a digital payments system to challenge the U.S. dollar's dominance. The platform will be supported by central banks from Hong Kong, Thailand, UAE, and Saudi Arabia.
- Why gold may rebound 13% this year – and what could hold it back
Gold prices may rise at least 13% by year-end due to sustained diversification demand from central banks and reduced inflation expectations from potential diplomatic solutions to Middle East tensions. State Street Investment Management projects gold could reach $4,750 to $5,500 per ounce by 2026 in a base-case scenario.
- Central Banks Face Growing Pressures: Markets Snapshot
Central banks are experiencing increasing pressures as highlighted in a recent markets snapshot. The situation reflects heightened challenges in maintaining economic stability.
- Asia’s Currency Fight Moves Offshore as Central Banks Push Back
Asia's central banks are intensifying their currency competition by shifting operations offshore as they counter each other's monetary policies.
- USA & Canada Intelligence Brief — Wednesday, June 10, 2026
US inflation reached 4.2% with core inflation cooling, the Bank of Canada maintained interest rates for the fifth consecutive time, and both central banks took measures. The report was published by The Rio Times.
- Carmignac Sees Deficits Making Central Banks Inflation Tolerant
Carmignac, an investment firm, suggests that growing deficits are making central banks more tolerant of inflation. The analysis highlights a shift in monetary policy priorities due to fiscal pressures.
- Gold is an awkward asset for central banks to hold. It’s now moved ahead of U.S. debt anyway.
Gold has surpassed U.S. debt as the primary reserve asset for central banks worldwide. The debt of the world’s biggest economy is no longer the leading reserve asset held by central banks.
- Gold replaces US Treasuries as world’s top reserve asset, ECB says
Gold has surpassed US Treasuries as the world’s top reserve asset, with its share of reserves rising to 27% due to a historic bullion rally. Central banks are diversifying their holdings away from the US dollar, according to the ECB.
- Digital euro is key to counter stablecoin risks, says ECB’s Schnabel
Isabel Schnabel, an ECB board member, stated that central banks should address stablecoin risks through strong regulation and the development of CBDCs like the digital euro.
- Fidelity Digital Assets highlights 'growing evidence' of shift from dollar-based systems
Fidelity Digital Assets reports that nation-states and central banks are increasingly adopting Bitcoin and gold as alternative settlement systems outside of US control, indicating a shift away from dollar-based systems.
- 'Debasement trade’ falls out of favor as inflation fears cool, JPMorgan says
The 'debasement trade,' a strategy betting on currency devaluation, is declining in popularity as concerns over inflation subside. JPMorgan analysts note this shift reflects cooling market fears about central banks devaluing currencies through aggressive monetary policies.
- Economic data, commodities and markets
The article discusses recent economic data, trends in commodities, and their impact on global markets. Key factors include commodity price fluctuations and market volatility driven by economic indicators.
- BIS Project Agorá shows tokenized payments can settle in seconds
The Bank for International Settlements (BIS) collaborated with seven central banks and over 40 institutions on a two-year project to develop a prototype for settling wholesale payments in seconds using tokenized payments.
- Few Good Options For Central Banks: SocGen's Wei Yao
Société Générale's Wei Yao highlights that central banks face limited good options in their current policy decisions, suggesting constrained maneuverability amid economic challenges.
- if you bought bitcoin to sleep at night in 2026 you've been having a rough time lol
Bitcoin underperformed in early 2026, dropping 10% in January and 14.8% in February despite geopolitical turmoil and inflation, contradicting claims that it serves as a safe haven asset. Gold, meanwhile, reached an all-time high and maintained gains despite pullbacks, with central banks continuing to buy. The analysis questions bitcoin's viability as a crisis hedge or store of value given its recent performance.
- U.S. Treasury sell-off eases, traders eye highest 30-year yield since 1999
The U.S. Treasury sell-off has eased, and traders are watching the highest 30-year yield since 1999. Global bond markets remain volatile as central banks respond to renewed inflation fears. Traders are monitoring the situation closely.
- Why Bitcoin is the absolute only defense against the AI & CBDC "Automated Ward
The article discusses the dangers of a programmable digital currency and the role of AI in enforcing rules, highlighting Bitcoin as a defense against this system. The author argues that Bitcoin is the only immutable firewall against central bank control and AI monitoring. The article links to a visual documentary breaking down the digital panopticon being built.
- They can just print the muney
The article discusses the idea that central banks can print money, and encourages readers to buy Bitcoin. The post is submitted by a user named unthocks. The content appears to be promoting a bullish view on cryptocurrency.
- 'Bitcoin transactions can be monitored’: Ray Dalio explains why central banks won’t touch BTC
Ray Dalio explains that central banks won't touch Bitcoin because transactions can be monitored. He discusses the relationship between central banks and Bitcoin. Central banks' ability to monitor transactions affects their interaction with the cryptocurrency.
- Central Banks in Wait-and-See Mode: Kochugovindan
Central banks are in a wait-and-see mode according to Kochugovindan, indicating uncertainty in their decision-making process. This stance may impact global economic policies and financial markets. The details of this development remain unclear.
- Asia Central Banks Expected to Move to Higher Interest Rates: JPMorgan AM
Central banks in Asia are expected to raise interest rates, according to JPMorgan AM. This move is anticipated due to various economic factors. The change in interest rates may impact the region's financial landscape.
- Can central banks curb inflation as energy costs rise?
Central banks are holding interest rates steady as they face challenges in their fight against inflation due to rising energy costs. The decision to keep rates unchanged indicates a cautious approach by central banks. This move is being closely watched as it may impact the overall economy.
- Yen Rally Is at Risk of Fading Fast Without More Intervention
The Japanese yen's recent rally is at risk of reversing quickly if central banks or governments do not take further action to stabilize its value. Analysts warn that without sustained intervention, the yen may lose its upward momentum due to shifting market dynamics.
- Central Banks ‘Scoop Up a Load’ of Gold in Bumpy First Quarter
Central banks, particularly Poland’s central bank (the world’s largest reported gold buyer), increased gold purchases by 150 tons in the first quarter amid geopolitical instability driving record-high prices. The Polish mint, Mennica Polska SA, is highlighted in the context of gold production.
- Markets Brace for Busy Week of Rate Decisions, Earnings | Bloomberg Brief 4/27/2026
Markets are preparing for a week filled with central bank rate decisions and corporate earnings reports, as highlighted by Bloomberg Brief on April 27, 2026. The focus is on potential impacts of monetary policy shifts and company performance on global financial markets.
- Economic data, commodities and markets
The article discusses recent trends in economic data, commodity prices, and global market movements. Key factors include central bank policies, trade dynamics, and geopolitical risks affecting investor sentiment.