News & commentary
Read the latest financial and monetary policy news and commentary from OMFIF’s in-house analysts and global network of specialists.
Brazil’s banking retreat is mostly a reporting change
Countries are changing position in the international financial system faster than statistics can follow
Europe has assets, but investors need product
Global capital buys risk, cash flow, governance and yield – not policy ambition
Whose interest does the digital euro’s holding limit really serve?
Focus on crisis prevention has obscured the bigger picture
Russian influence suspected as Merz faces political storm
Social Democrats the weak link in battle over German reform plans
The bond market sell off and the UK budget
Healey should use global uncertainty as opportunity for major reform
Further yen gains could constrain Bank of Japan tightening
BoJ should move faster while preserving flexibility
The custody question: where are central banks storing gold?
The case for holding gold and the case for where to hold it rest on different logic
Outside candidate may emerge as Lagarde successor
Third French ECB president may prove a palatable outcome
When a credit co-operative fails without formally failing
Brazil’s financial inclusion success story faces a hidden test
Lessons of history as ECB and Fed decide interest rate moves
Warsh’s monetary dilemma and the Bundesbank’s Becket effect
Economic war on Iran will test the limits of US financial power
Isolating Tehran completely risks exporting the economic costs far beyond Iran
Restoring balance to French public finances
Paris fiscal position ‘in uniquely concerning state’
