How Should Monetary Policy Respond to the Energy Price Shock - NIESR What should monetary policy do in response to the sharp rise in oil and gas prices due to the war in Iran? This blog suggests that 2022 offers five lessons.

#EasterWeekendReading🐣🔖

In this #DirectorView blog David Aikman outlines five lessons for the current #MonetaryPolicy response to the #energyprice shock ⬇️

#UKeconomy #BankOfEngland #InterestRates

Gold overtakes US Treasuries in central bank reserves Gold has overtaken US Treasuries as the largest component of global central bank reserves for the first time since the mid-1990s, marking a significant shift in the structure of the international monetary system, Bloomberg reports.

Gold has overtaken US Treasuries as the largest component of global central bank reserves for the first time since the mid-1990s, marking a significant shift in the structure of the international monetary system, Bloomberg… Bne IntelliNews #Gold #USTreasuries #CentralBank #Investing #MonetaryPolicy

Better To Best Research Hub: Economic Innovation for Poverty Elimination Open-access research on eliminating poverty through dual-currency systems (Creative Currency Octaves), community ownership models (Public Trust Housing/Foundations), and democratic governance. 14 peer...

Basic units that expire monthly ensure circulation rather than hoarding.

This stabilizes essential goods markets and limits inflationary pressure - a feature, not a bug.

#EconSky #MonetaryPolicy #PublicPolicy #PovertyResearch

BetterToBest.github.io/research-hub/

BasisPointInsight.com - RBI Snaps Onshore–Offshore Rupee Link to Curb FX Arbitrage by V Thiagarajan Curbs on NDFs and rebooking may steady the rupee in the near term, but risk widening onshore-offshore gaps and unsettling foreign investors by V Thiagarajan, BasisPointInsight.com

1/2 The RBI has effectively broken the link between onshore and offshore rupee markets to curb arbitrage. It may stabilise the currency in the near term, but it also weakens a key channel of price discovery and liquidity that markets had come to rely on.

#MonetaryPolicy #FXMarkets #GlobalMarkets

Upward bias in inflation perceptions persists Andre, Schaffranka, Weber: Elevated inflation perceptions after the surge are a common but mostly harmless phenomenon

In a new SAFE Finance Blog post, researchers show that households in the euro area systematically overestimate inflation—even near the #ECB’s 2% target.

Why it matters:
perceptions shape spending, saving, and wages, making them key for #monetarypolicy.

👉 safe-frankfurt.de/news-latest/...

Central banks are showing divergent monetary policy approaches; for instance, the ECB is holding rates steady despite inflation risks from energy. This is a calculated gamble on economic stability. ⚖️ #CentralBanks #MonetaryPolicy

Halving the fuel excise is smart politics, but flawed policy The changes announced by the prime minister won’t help with supply and are poorly targeted.

Smart politics, flawed policy. What would better policy look like regarding easing pressure on the oil crisis? @theconversation.com #economics #fiscalpolicy #monetarypolicy

Stock and GDP Outlook, for Week Ending 04/03/2026 The casualties of the growing war in Iran increasingly includes stocks and the US economy.

The casualties of the war in Iran increasingly include stocks and the US economy.

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

Fed's Policy Options Narrow as Market Strain Grows Fed faces constrained choices as S&P down ~10% (Mar 29, 2026) and private credit AUM near $1.2tn (Preqin Dec 2023); urgent analysis of spillovers to CRE and systemic risk.

Fed's Policy Options Narrow as Market Strain Grows: Fed faces constrained choices as S&P down ~10% (Mar 29, 2026) and private credit AUM near $1.2tn (Preqin Dec 2023); urgent analysis of spillovers to CRE… 👈 Read full analysis #FederalReserve #MonetaryPolicy #EconomicAnalysis #MarketTrends #SandP500

Figure 5: Geographic Distribution of Automation and Robots, 2007 - 2020 These figures shows the maps with all transactions of automation technologies (Panel A) and industrial robots imported (Panel B) in volume in 2007-2019 by county, excluding import from logistic firms.

This paper analyzes how #financial constraints affect firms' #automation adoption, focusing on responses to #macroeconomic shocks like the 2012-2015 Japanese yen depreciation & #monetarypolicy changes.

Read: spkl.io/63322AFGvm
Subscribe: spkl.io/63326AFGvq

ECB Schnabel Says No Need to Rush on Rates Isabel Schnabel on Mar 27, 2026 said the ECB "has time to analyze the data"; ECB's 2% inflation target remains the anchor (InvestingLive, Mar 27, 2026).

ECB Schnabel Says No Need to Rush on Rates: Isabel Schnabel on Mar 27, 2026 said the ECB "has time to analyze the data"; ECB's 2% inflation target remains the anchor (InvestingLive, Mar 27, 2026). 👈 Read full analysis #ECB #InterestRates #InflationTarget #IsabelSchnabel #MonetaryPolicy

BOJ Re-estimates Japan Natural Rate at -0.9%–+0.5% BOJ places Japan's natural rate at -0.9% to +0.5% as of Q3 2025 (BOJ, Mar 27, 2026); this moderates deep-negative r-star narratives and affects policy calibration toward the 2% inflation goal.

BOJ Re-estimates Japan Natural Rate at -0.9%–+0.5%: BOJ places Japan's natural rate at -0.9% to +0.5% as of Q3 2025 (BOJ, Mar 27, 2026); this moderates deep-negative r-star narratives and affects policy… 👈 Read full analysis #BOJ #JapanEconomy #InflationTarget #NaturalRate #MonetaryPolicy

BOJ Adds Monthly Core-CPI Indicators to Toolkit BOJ will publish five monthly CPI indicators from Mar 26, 2026; first release used to argue core inflation remains above 2.0%, forcing markets to reassess policy bets.

BOJ Adds Monthly Core-CPI Indicators to Toolkit: BOJ will publish five monthly CPI indicators from Mar 26, 2026; first release used to argue core inflation remains above 2.0%, forcing markets to reassess policy bets. 👈 Read full analysis #BOJ #CPI #Inflation #MonetaryPolicy #EconomicIndicators

BasisPointInsight.com - Quo Vadis the IMF? by Michael Debabrata Patra This essay questions whether the IMF’s evolving surveillance and labelling practices now undermine exchange-rate stability instead of safeguarding it. by Michael Debabrata Patra, BasisPointInsight.com

3/5 Repeated re-labelling of the rupee’s regime risks signalling fragility where policy has aimed for orderliness. In markets driven increasingly by capital flows and positioning, such labels can act as cues rather than descriptions, shaping behaviour at the margin.

#CentralBanking #MonetaryPolicy

Japan Core Inflation Falls Below 2% in February Japan headline CPI slowed to 1.3% y/y in Feb 2026 while core-core stayed at 2.5%, raising policy questions ahead of subsidy rollbacks.

Japan Core Inflation Falls Below 2% in February: Japan headline CPI slowed to 1.3% y/y in Feb 2026 while core-core stayed at 2.5%, raising policy questions ahead of subsidy rollbacks. 👈 Read full analysis #JapanInflation #CoreInflation #EconomicNews #CPI #MonetaryPolicy

European Central Bank officials hint at a cautious stance on rate cuts, awaiting more definitive data on wage growth and inflation before acting. This suggests a prolonged period of higher rates in the Eurozone. 🇪🇺 #ECB #MonetaryPolicy

Stock and GDP Outlook, for Week Ending 03/27/2026 A World and Blog in Transition

Uncertainty grows over stock returns and the economy:

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

How Should Monetary Policy Respond to the Energy Price Shock - NIESR What should monetary policy do in response to the sharp rise in oil and gas prices due to the war in Iran? This blog suggests that 2022 offers five lessons.

#WeekendReading🔖 The latest #DirectorView📈

In this week's 'Dean Trench' Memo our Director David Aikman outlines five lessons for the current #MonetaryPolicy response to the #energyprice shock
⬇️⬇️⬇️

#UKeconomy #BankOfEngland #InterestRates

The Fed's "hawkish pause" includes a raised 2026 PCE inflation outlook to 2.7% & upgraded growth to 2.4%. Only one rate cut is likely this year, indicating continued vigilance against inflation. 🦅💰 #FederalReserve #MonetaryPolicy #Inflation

THE SPIDER’S WEB: BRITAIN’S SECOND EMPIRE How did Britain transform from a colonial power into a global financial power? At the demise of empire, City of London financial interests created a web of offshore secrecy jurisdictions that captured...

spiderswebfilm.com

#UKPolitics #UKEconomy #Austerity #MonetaryPolicy #PublicFinance #Colonialism

odysee.com/@thisworldwo...

Das Bild zeigt einen hohen, modernen Büroturm in der Großstadt, dessen Fassade aus Glas besteht und von Schatten durchzogen ist.

EZB-Zinsentscheid:
➡️Einlagefazilität: 2 %
➡️Hauptrefinanzierungsgeschäfte: 2,15 %
➡️Spitzenrefinanzierungsgeschäfte: 2,40 %

#ECB #MonetaryPolicy #InterestRates #Leitzins #Geldpolitik

Das Foto zeigt ein Gebäude mit einer auffälligen Metallkuppel und Fenstern, an dessen Fassade die Aufschrift "Out now!" zu sehen ist.

💶 #MonetaryPolicy transmission is not one-size-fits-all.

Our new Working Paper 277 asks:

🔹 How does it affect #BankLending in the #EuroArea?
🔹 How much do effects vary across countries?

👉 Read more: https://bit.ly/3PwOyhL

#EconResearch

How Should Monetary Policy Respond to the Energy Price Shock - NIESR What should monetary policy do in response to the sharp rise in oil and gas prices due to the war in Iran? This blog suggests that 2022 offers five lessons.

⚡️JUST PUBLISHED⚡️ The latest #DirectorView is out now📈

In this week's 'Dean Trench' Memo our Director David Aikman outlines five lessons for the current #MonetaryPolicy response to the #energyprice shock ⬇️

#UKeconomy
#BankOfEngland
#InterestRates

niesr.ac.uk/blog/how-sho...

Powell: Inflation Is Uncertain and the Forecasts Lack Conviction Fed Chair Jerome Powell discussed uncertain inflation, tariff-driven pressures, and urged caution on low conviction forecasts.

Powell: Inflation Is Uncertain and the Forecasts Lack Conviction
"Fed Chair Jerome Powell discussed uncertain inflation, tariff-driven pressures, and urged caution on low conviction forecasts."
inflationwatch.drduru.com/powell-infla...
#FederalReserve #FOMC #JeromePowell #MonetaryPolicy #inflation

We have maintained our policy interest rate at 2.25%

https://bit.ly/47HRePR

#MonetaryPolicy #InterestRates #cdnecon #economy #BankOfCanada

BasisPointInsight.com - Why Using RBI’s Contingency Reserves Is No Longer Heresy by R. Gurumurthy Given current conditions, there is scope for using contingency reserves, doing away with capital gains, and reducing the size of government borrowing to send signals to external capital waiting to see...

1/3 𝐈𝐬 𝐢𝐭 𝐭𝐢𝐦𝐞 𝐭𝐨 𝐫𝐞𝐭𝐡𝐢𝐧𝐤 𝐭𝐡𝐞 𝐭𝐚𝐛𝐨𝐨 𝐚𝐫𝐨𝐮𝐧𝐝 𝐑𝐁𝐈’𝐬 𝐜𝐨𝐧𝐭𝐢𝐧𝐠𝐞𝐧𝐜𝐲 𝐫𝐞𝐬𝐞𝐫𝐯𝐞𝐬?

With yields elevated, the rupee under pressure, and foreign capital retreating, the real constraint today is not fiscal arithmetic but market confidence.

#RBI #MonetaryPolicy

Gold could crack 50-day #SMA #support if Fed turns #hawkish

#gold #traders #USFederalReserve
#MonetaryPolicy
#XAUUSD #PPI #FOMC

Join my WhatsApp group for more updates
chat.whatsapp.com/JckU3ONeaXYH...

Ein europäische Flagge wird gehisst, mit dem Fragetext "Gibt es Asymmetrien in der Geldpolitik des Euroraums?".

📊 Monetary tightening has clear and
persistent effects on #credit, output and #inflation, while easing has weak
or insignificant effects.

🔗📄Find out more in our new paper: https://bit.ly/3NGfxXF

#EconResearch #MonetaryPolicy #EuroArea #OeNB

2 BMO: The #centralbank is widely expected to remain on the sidelines, with #markets focused less on the actual decision itself, and more on signals around #inflation, #oilprice #shocks and the path of future #monetarypolicy.
#Fed #markets

BasisPointInsight.com - India’s New CPI–GDP Series Resets the Lens on Growth and Inflation by D. Tripati Rao India’s new CPI and GDP series overhaul flawed measurements, sharpen inflation signals and revise growth lower, offering policymakers clearer guidance. by D. Tripati Rao, BasisPointInsight.com

4/4 Read D. Tripati Rao and Rishu Kumar’s column for BasisPoint: India’s New CPI–GDP Series Resets the Lens on Growth and Inflation

#EconomicData #MonetaryPolicy