Geopolitics
Central banking amid uncertainty and Trump 2.0
Deglobalisation set to challenge the central banking orthodoxy of the past 40 years
Geoeconomic reserve management
The world order is evolving and geopolitical risks are heightened. Geoeconomic fragmentation is a real concern for reserve managers.
The long and short of it: from ‘new normal’ to ‘old ordinary’
Arnab Das, global economic counsellor and macro strategist at Invesco, draws on macro history to try to put the present in perspective and navigate the future. This thought leadership commentary draws on policymaker and reserve manager discussions…
MAS boosts support for training financial leaders
Singapore’s central bank to provide more funding to upskill promising finance professionals
Navigating uncertainty: the impact of the 2024 US elections on emerging markets
Franklin Templeton analyses possible outcomes of the US elections, the effect on trade, foreign and domestic policies, market impact and implications for emerging market (EM) economies
Geopolitics and cyber security remain top systemic risks – BoE
Respondents less worried about UK stability, but international tensions a growing concern
‘Unpredictable’ risk driven by AI, geopolitics – Lagarde, Buch, Rehn
European supervisors call for caution – and more authority – at ESRB annual conference
Central banks should examine demographics – Finnish governor
Rehn says sharp decrease in hours worked and increased immigration may not continue
Previous CBDC research based on outdated assumptions – ECB paper
Authors say rejecting digital cash would have adverse unintended consequences
Schnabel outlines alternative scenarios for eurozone inflation
ECB board member says uncertainty looms over trajectory for prices
Inflation targets have served EMEs well, says Sarb governor
EMEs and banks have ridden out rate rises relatively well, but refinancing and geopolitical risks remain
ECB cuts policy rate by 25 basis points
Strong eurozone wage growth rules out commitment to further cuts, says governing council
Getting Chiang Mai right
Asia’s emergency infrastructure is on the right track, but there is still room for improvement
Geopolitical events create tougher financing conditions, ECB finds
Systemic crises are unlikely unless a significant shock occurs