Monetary Policy

THINKING ALOUD

Kevin Warsh’s Fed: Reform agenda or reputational risk?

His early actions would show if he is a disciplined reformer or a politically convenient appointment

Bank of Japan governor Kazuo Ueda says the central bank is mindful that its policy rate remains below levels judged to be neutral to the economy.

BOJ keeps rates steady but hawkish split points to June hike

The central bank also sharply revises up its price forecasts and stresses vigilance to the risk of an inflation overshoot

Markets are focusing on the BOJ’s quarterly outlook report and comments from Governor Kazuo Ueda for clues on how the protracted Iran war affects its rate-hike path.

Bank of Japan set to keep rates steady as Iran war clouds outlook

It will be the first among a flurry of central banks seen as keeping policy steady this week

The Bank of England seeks to de-emphasise its central inflation forecast after being criticised for underestimating the size and persistence of inflation.

BOE set to stress test longer energy shock while holding rates

Its monetary policy committee is expected to leave borrowing costs on hold at 3.75% on Thursday

Shin takes office at a time of heightened global volatility, as geopolitical tensions, shifting trade dynamics and rapid technological change reshape the economic landscape.

Bank of Korea’s new chief signals flexible policy amid oil risks

Shin Hyun-song also highlights a longer-term need to reassess the role of the central bank

MAS raised its core and headline inflation forecasts to 1.5% to 2.5% for 2026, from 1% to 2% previously.

More monetary policy tightening moves on the cards this year: economists

April’s revisions seen as pre-emptive; inflation pass-through from Iran war yet to show up in data

The MAS, which holds four policy reviews per year, has flagged it will update its inflation outlook, a signal economists say could intimate a policy move.

Singapore may tighten monetary policy as oil shock lifts prices

The Singapore dollar has slipped against the greenback since the war in Iran started

Singapore equities have suffered the least in the region since the outbreak of the Iran war.

Singapore stocks near record high as Iran war fuels haven status

Trump said the US will begin blockade of Hormuz, setting the stage for more global market turmoil

US-Israel tensions with Iran raise energy supply concerns.

Oil spike, inflation, and Middle East tensions: Can ceasefire avert global economic shock?

Despite the ceasefire, markets persist, with oil prices nearly doubling since January. A fragile US-Iran truce caused a stock rally, but its lasting effect on Asian markets is unclear.