News & commentary
Read the latest financial and monetary policy news and commentary from OMFIF’s in-house analysts and global network of specialists.
De Nederlandsche Bank’s Knot warns on central banks’ capital
Losses at euro area central banks likely to persist longer than forecast
| By David Marsh
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How to resolve fiscal-monetary tensions
Building up central bank loss reserves and other stratagems to manage risks
Fed should speak out on financial stability
Caution in the face of weakening economic recovery could last months
Does central bank capital matter?
Eurosystem risk-sharing and capital structure will pose challenges as policy normalises
Germany’s new power tandem should back Merz
Economic thinker can become finance minister – if he shows team spirit
Outlook 2021: Sovereign debt can boost euro’s reserve currency status
Rising volumes, including new EU issuance programmes, rivalling US Treasury market
Expect inflation and strong second-half recovery
Europe-US China tensions to remain as euro area divisions resurface
Outlook 2021: Beware rising neutral rates
Central banks should be prepared to act promptly to avoid future pain
Lack of trust opens door for cryptocurrencies
Private sector will move in when central banks lose public faith
The Bank of England nearly financed the deficit. Does it matter?
Central banks have always been involved in government debt markets
Outlook 2021: Why rising public debt won’t drive countries into difficulties
Currency regime determines risk factors
US, China must act to avoid monetary breakdown
Inflation fears show currency reset needed – but it may all end in failure
Laschet’s unconvincing win raises fresh questions in German transition
Confrontational Merz loses but throws down gauntlet against Merkel
Outlook 2021: Why the era of low inflation could last for 50 years
Many assumptions, not just the link between government borrowing and inflation, no longer apply
Who will fill Europe’s post-Merkel vacuum?
Complex leadership choice is only the start of a difficult transition in Germany
Outlook 2021: Biden must adopt multilateral tactics for China policy
Relations between the US and China will remain fraught, albeit more diplomatic
