UK budget patches a hole but borrowing outlook much tougher
Hardest debt decisions await whoever’s in power after 2024 ...
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10 years of tracking public investors’ asset allocation shifts
OMFIF’s flagship report follows the highs and lows of reserve managers’ investment strategies ...
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Era of quiet is over for inflation volatility
Central bank portfolio decisions will be difficult if QT losses are extended over time ...
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Bank of England delivers expected rate hike, but in a more dovish wrapping
Close to the limit on rates, but QT has to be light ...
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Japan: 25 years of adding liquidity and counting
BoJ may reform the yield target, but still has to keep debt costs down ...
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UK autumn statement: short-term fiscal repair, but debt could still prove troublesome
Reducing the risk premium keeps UK growth laggard ...
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How the UK can avoid a debt crisis
Fiscal considerations are becoming an increasing force in monetary decisions ...
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UK rates will go higher, but not as far as markets expect
Leap in rate expectations the biggest surprise, not the data ...
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Central banks struggle to reduce bloated balance sheets
Bank of England’s fraught gilt purchase scheme fails to resolve uncertainty over unfunded tax cuts ...
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Beware retaliatory protectionism
Without care, an unhelpful jigsaw piece from the 1930s might come crashing into place ...
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Options for Truss to preserve the Bank of England’s independence
Time for a review, but not a retreat to the dark days ...
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One small step for UK monetary policy, one giant leap for the MPC
Taking some of the heavy lifting from rate hikes ...
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