Central banks
Bank of England holds rates after narrow 5-4 vote, signals reduction ahead
It has been moving cautiously as Britain has the highest inflation rate among the world’s big, rich economies
Diminishing returns from rate cuts set to test South-east Asia’s growth in 2026
Geopolitical risks and doubts over AI-driven expansion are reducing the economic impact of monetary easing
China’s central bank cuts structural interest rates to boost targeted lending
The moves signal targeted adjustments to bolster an economy hit by weak demand and imbalances
Bank of Japan puts self-defence ahead of solidarity with Fed’s Powell
BOJ is not immune to the kind of things happening with the Fed
Philippine central bank signals no rate cuts for now as inflation picks up
Inflation accelerates to 1.8% in December, its fastest pace in nine months
AI bubble fears and policy splits loom over Asia stocks in 2026
While some see the market as a better venue for AI exposure given cheaper valuations, others point to the more pronounced risk of concentration
Rupiah risks to shape Bank Indonesia’s cautious easing path in 2026
The challenge of balancing economic growth with currency stability has become increasingly pronounced for the central bank
Fed risks recession without more interest rate cuts, says governor Miran
He does not foresee an economic downturn in the near term, but thinks rising unemployment should encourage cuts
Global central banks to issue new climate scenarios after earlier model controversy
The group including the ECB and PBOC has been pulled into an academic error after a climate study was withdrawn
Rich world’s rate-cut momentum is fading away
Central bankers are stepping back to assess how their progress so far is impacting growth and inflation
