News & commentary
Read the latest financial and monetary policy news and commentary from OMFIF’s in-house analysts and global network of specialists.
Euro area credit ratings under pressure from fiscal challenges
Reform-minded governments must make adjustments
| By Alvise Lennkh-Yunus
Read more
US election will test economic, political and institutional resilience
Investment case for the US depends on the strength of its institutions
What to expect from this year’s global election cycle
Geopolitics, fiscal policy and institutional resilience will be key considerations in elections this year
Big ECB balance sheet is a source of risk not stability
Reducing euro area excess liquidity would exert salutary discipline on banks and governments
Surfing the curve with short-duration credit
Why short-dated bonds may offer the most attractive risk-adjusted yield as the economy slows
UK must review the organisation of monetary and fiscal policy
2024 general election provides opportunity for vast improvement
Outlook 2024: The three Ds of reserve management
Key questions around de-dollarisation, diversification and deployment
Argentina and Türkiye: a tale of two adjustments
Milei and Erdoğan take contrasting approaches to economic problems
Rebuilding the competitiveness of Europe’s financial sector
Europe can build on advances in sustainable finance and digitalisation
Outlook 2024: The year financial systems break or make it
Facing unprecedented socio-economic challenges, the financial system must act decisively to preserve its vital economic role
Three trends to watch in the long-term macro landscape
‘Last mile’ of reducing inflation will be especially difficult
Outlook 2024: China unusually candid about economic challenges
Xi acknowledges difficulties in road to recovery
Outlook 2024: More commotion than motion in foreign exchange markets
Prepare for anaemic global growth and geopolitical turbulence
Delors, Schäuble and the melancholic road to European integration
Plain-speaking finance ministers leave stage with no one in charge
John Kornblum: Cold war diplomat with warmest of hearts
Man on a mission who helped Reagan urge Gorbachev to ‘tear down this wall’
The key to a sovereign’s resilience
Aligning assets with liabilities management can ‘optimise resource allocation and achieve long-term economic goals’
International economic leadership is vital for US national security
The US needs to invest more in this area
