Monetary policy
Coverage of Monetary policy in the Nexus archive.
- Monetary Policy Radar preview: Federal Reserve’s July meeting
The article provides a preview of the Federal Reserve’s July meeting and outlines key points to watch, as covered by the Financial Times’ guide.
- Monetary Policy Radar preview: ECB’s July meeting
The Financial Times provides a preview of the European Central Bank's July monetary policy meeting, highlighting key points to watch in the session.
- Food inflation remains biggest threat despite easing headline rate – CPPE
The Centre for the Promotion of Private Enterprise (CPPE) highlights that food inflation remains the primary threat to household welfare despite a decline in the headline inflation rate. The organization advocates for structural reforms instead of tighter monetary policy to address the issue.
- Food inflation remains biggest threat despite easing headline rate – CPPE
The Centre for the Promotion of Private Enterprise (CPPE) highlights that rising food prices remain the primary threat to household welfare, despite a decline in the headline inflation rate. The organization advocates for structural reforms over tighter monetary policy to address the issue.
- Warsh promises inflation will be a 'thing of the past,' cites benefits of AI investment boom
Warsh pledged to 'get monetary policy right' and defeat inflation that has troubled the central bank for five years. The article also notes the benefits of an AI investment boom as part of the strategy.
- Nigeria: MPC Warns Pre-2027 Election Spending Could Reverse Nigeria's Inflation Gains
The Monetary Policy Committee (MPC) of Nigeria's Central Bank warned that election-related fiscal spending ahead of the 2027 general elections could reverse progress in reducing inflation. Excess liquidity from political spending is seen as a threat to the effectiveness of monetary policy.
- Brazil’s Durigan Says Credit Lines Won’t Affect Monetary Policy
Brazil’s Dario Durigan stated that credit lines will not impact monetary policy. The article highlights his assertion regarding the independence of monetary policy from credit line initiatives.
- Asia Intelligence Brief — Friday, June 26, 2026
The Asia Intelligence Brief highlights Japan's efforts to strengthen monetary policy amid rising Tokyo inflation and mentions India's actions, though details are incomplete. The report underscores regional preparedness in a divided global context.
- Switzerland Loses Top Competitiveness Ranking to Singapore
Switzerland has lost its top competitiveness ranking to Singapore. Singapore maintained its monetary policy but raised its inflation forecast, citing benefits from artificial intelligence-related demand for chips and technology.
- Sprake: SARB Likely to Hike Before Year-End
Sprake predicts the South African Reserve Bank (SARB) will likely raise interest rates before the end of the year. The analysis focuses on the central bank's potential monetary policy adjustment.
- Jeffrey Gundlach says Fed's Warsh is not going to be the 'easy money' chairman many hoped for
Jeffrey Gundlach stated that Federal Reserve member Warsh will not be the 'easy money' chairman many anticipated. He argued this reduces the risk of accommodative monetary policy reigniting inflation and increasing longer-term borrowing costs.
- Monetary Policy Radar preview: BoE’s June meeting
The article previews the Bank of England's June monetary policy meeting, highlighting key points to watch in the session. It references the Financial Times' guide for analyzing the event.
- How to tame the inflation python
The article warns that a 'wait and see' approach to monetary policy could lead to repeating errors similar to those in 2008. It emphasizes the risks of delaying action to control inflation.
- Czech Inflation Slows, Weakening Case for an Imminent Rate Hike
Czech inflation has slowed, reducing pressure for an imminent interest rate hike. Czech central bank Governor Ales Michl stated the bank will maintain strict monetary policy to prevent inflation from rising again.
- Ex-Federal Reserve chair Jerome Powell sounds alarm over political interference
Jerome Powell, former Federal Reserve chair, warns that political interference in monetary policy could erode public trust in the central bank. He described the Federal Reserve as undergoing a 'stress test' under Donald Trump's administration, with the Supreme Court considering a case involving a Fed governor the president attempted to dismiss.
- Ex-Federal Reserve chair Jerome Powell sounds alarm over political interference
Jerome Powell, former chair of the Federal Reserve, warned that political interference in monetary policy could permanently destroy public trust in the central bank. He stated the institution is undergoing a 'stress test' under Donald Trump's administration as the Supreme Court considers a case involving a Fed governor Trump attempted to fire.
- Fed's Powell On the Need for Independence
Federal Reserve Chair Jerome Powell emphasized the importance of central bank independence. The article highlights his stance on maintaining the Fed's autonomy in monetary policy decisions.
- Charles Goodhart: ‘Demography is going to make life worse and worse and worse’
Economist Charles Goodhart warns that demographic trends will increasingly worsen living conditions, while fiscal pressures will limit the independence of monetary policy.
- Fed’s Williams Says Rates Impact of Productivity Boom Is Unclear
Federal Reserve President John C. Williams stated that the impact of a potential productivity boom on interest rates remains unclear. The Fed is closely monitoring economic developments to assess how productivity growth might influence monetary policy decisions.
- BOK's New Governor Delivers Hawkish Hold | The Asia Trade 5/28/2026
The Bank of Korea's new governor maintained a hawkish monetary policy stance, signaling no immediate changes to interest rates. The decision was reported by The Asia Trade on May 28, 2026.
- Guindos Says ECB Must Consider Weaker Growth in June Decision
Spain's Deputy Prime Minister and Economy Minister Luis de Guindos urged the European Central Bank (ECB) to factor in weaker economic growth when making its June monetary policy decision. He emphasized the need for the ECB to remain cautious amid potential economic slowdowns.
- Ex-Fed Official Evans on What's Next for Monetary Policy
Ex-Fed official James Bullard discusses potential shifts in monetary policy as the Federal Reserve evaluates economic conditions. He highlights ongoing debates about interest rate adjustments and inflation targeting.
- Japan’s 40-Year Bond Sale Draws Strong Demand on Higher Yields
Japan's government successfully sold 40-year bonds with higher yields, attracting strong demand from investors. The sale reflects growing confidence in Japan's debt market amid expectations of higher inflation and potential monetary policy adjustments.
- Korea Short-Term Debt Pricing Too Many BOK Hikes, NH Amundi Says
NH Amundi analysts state that pricing in South Korea's short-term debt market suggests investors expect multiple upcoming interest rate hikes by the Bank of Korea (BOK). The analysis highlights market anticipation of aggressive monetary policy tightening.
- India Raises Diesel, Gasoline Prices for Fourth Time This Month
India has raised diesel and gasoline prices for the fourth time this month, posing a threat to the economy's recovery. High local taxes on retail fuel risk exacerbating inflation and creating tension between fiscal and monetary policy objectives.
- Japan Bond Yield Surge Deepens Regional Bank Stock Divide
Japan's rising bond yields are exacerbating the performance gap between regional banks, with some stocks declining as higher borrowing costs pressure their profitability. The surge in yields highlights concerns over monetary policy shifts and their uneven impact on the banking sector.
- ECB pushes back on euro stablecoin proposals, citing financial stability risks
The European Central Bank (ECB) warned EU finance ministers that expanding euro stablecoin issuance could undermine bank lending and complicate monetary policy, citing risks to financial stability.
- Global Long Bond Yields Hit Highest in Almost Two Decades
Global long bond yields have reached their highest levels in nearly two decades, reflecting significant shifts in monetary policy and market expectations. This development has major implications for borrowing costs, investment strategies, and economic growth prospects worldwide.
- Kevin Warsh sworn in as new Fed chair, replacing Powell
Kevin Warsh has been sworn in as the new Federal Reserve chair, succeeding Jerome Powell. In his statement to lawmakers, Warsh pledged to maintain the Fed's independence on monetary policy and committed to never predetermined interest rates based on presidential requests.
- Traders Bet Warsh's Fed Will Hike Rates by December
Financial traders are placing bets that a potential Federal Reserve led by Warsh could implement interest rate hikes by December. This reflects market expectations about monetary policy direction under new Fed leadership.
- Yield Curves May Steepen Further in Key Southeast Asian Markets
Yield curves in key Southeast Asian markets are expected to steepen further, indicating potential shifts in interest rate expectations and economic conditions across the region. This development has implications for bond markets, borrowing costs, and monetary policy in Southeast Asia.
- Fed at Crossroads of Modern-Day Maestro and Arthur Burns Redux
The Federal Reserve faces a critical decision point regarding its monetary policy direction, with comparisons drawn between current leadership and historical precedents like Arthur Burns' tenure. The article examines whether the Fed will maintain its recent disciplined approach or risk repeating past inflationary mistakes.
- Jamie Dimon Says Interest Rates Could Be Much Higher From Here
Jamie Dimon, CEO of JPMorgan Chase, suggests that interest rates could rise significantly from current levels. The statement reflects concerns about potential future monetary policy tightening and economic conditions.
- India Mulls All Options, Including Rate Hike, as Rupee Slumps
India is considering multiple policy options including potential interest rate hikes to address the declining rupee. The currency slump has prompted monetary authorities to evaluate various intervention strategies to stabilize the exchange rate.
- RBC BlueBay Adds to Yen Longs on Intervention, BOJ Rate View
RBC BlueBay is increasing its yen long positions based on expectations of Japanese intervention and the Bank of Japan's monetary policy stance. The fund manager is betting on yen strength amid concerns about currency weakness and potential BOJ rate adjustments.
- Fed Minutes Show More Officials Warned of Rate-Hike Scenario
Federal Reserve officials warned of a rate-hike scenario, indicating a potential increase in interest rates. This warning suggests a more cautious approach to monetary policy. The Fed's concerns may impact the economy and financial markets.
- Minutes Show Fed Officials Warned of Possible Rate Hike
Federal officials warned of a possible rate hike, indicating a potential change in monetary policy. This decision may impact the economy and financial markets. The Federal Reserve is considering this move.
- Romania to Hold Rates With Stagflation Risks Clouding Outlook
Romania's National Bank is expected to hold interest rates steady as the country faces stagflation risks. The central bank must balance inflation concerns with economic growth challenges in its monetary policy decisions.
- ECB’s Villeroy Urges Caution and Readiness on Rate Hikes
ECB's Francois Villeroy de Galhau urges caution and readiness on rate hikes. He is promoting a careful approach to monetary policy. The ECB is being cautious in its decision-making.
- What Kevin Warsh Means for the Future of the Fed
The article discusses Kevin Warsh's potential influence on the future of the Federal Reserve (Fed). Key focus is on his possible role and implications for monetary policy.