Economics
Atlanta Fed chief urges caution amid ‘big pause’ in US rates
Bostic compares US central bank to car driving through fog, and says now may be the time to pull over
SMEs likely to pass on tariff costs to consumers – study
Boston Fed research finds causal link between levies and price rises for consumers
Waller is latest Fed governor to sound warning over tariffs
Board member says effect on growth and jobs likely significant, but inflationary hit could be transitory
Dallas and Minneapolis Fed chiefs sound alarm over tariffs
Logan and Kashkari highlight risks to inflation and employment
EU policy-makers lash out at Trump’s trade policy
Central banks say tariffs will create “many losers” in both Europe and the US
CFOs gloomy about impact of tariffs on US – Atlanta Fed study
Survey shows C-suite’s early worries about trade barriers
Current and former Fed officials lambast Trump tariffs
Bloom Raskin says central bank is now “last bulwark” against measures’ inflationary impact
‘Liberation day’ was not peak uncertainty – Schnabel
EU was “not born to screw the US, but to make Europe thrive”, says ECB board member
‘Declaring war on the world economy’: economists react to Trump tariffs
Early estimates point to stagflation in US, as tariffs hit highest level since early 20th century
AI forecasting outperforms traditional methods – study
New approach still only complements existing models but results are promising, say authors
Nabiullina: still Putin’s most effective general
Even Russia’s enemies say its central bank governor has played a bad hand well. But for how much longer?
LatAm policy transmission matches historical norm – paper
Pass-through stronger in consumer and corporate lending, Bank of Spain study finds
Take foreign policy veto away from EU members, says Lagarde
ECB president makes case for qualified majority voting in an apparent rebuff to Hungary
OCC withdraws climate risk principles for largest banks
Acting comptroller calls principles overly burdensome and duplicative
US monetary policy affects income inequality – Fed research
Surprise rate hikes affect lowest paid, authors find
Vector-based language model can improve forecasts – BIS paper
“Word embeddings” can be used to make better inflation predictions, authors find
Concentrated ownership in US means fewer jobs, lower pay – study
Chicago Fed research says resulting changes have not led to any commensurate rise in productivity
Agent-based models come of age
Central banks are increasingly modelling the economy as a complex system
Can Bessent lower 10-year yields? Investors have their doubts
Unconventional tools won’t sway bond markets, say buy-siders, with yields as likely to go higher as lower
BoE museum showcases virtual reality Phillips machine
VR version of Moniac brings 144kg hydraulic economic model to wider audience
US stagflation risk is significant and rising, experts say
Path of tariffs will largely determine level of risk, academics tell Central Banking