News & commentary
Read the latest financial and monetary policy news and commentary from OMFIF’s in-house analysts and global network of specialists.
Revamping public accounting rules to spur investment on energy, defence and resilience
New approach on valuing nations’ assets and liabilities would open capacity in fiscal frameworks
Putin is wary of facing Russia’s ruined economic future
End to the war would reveal full scale of damage to Russian economy
Outlook 2026: MENA region faces tighter margins
The region is entering 2026 with less policy space and more geopolitical risk
Outlook 2026: Trade drama will shift from Washington to Beijing
The real uncertainty lies in the rising resistance to China’s manufactured surplus
Outlook 2026: Emerging markets will need a new playbook
Institutional autonomy, not the cycle, will shape outcomes
Outlook 2026: European capital markets give cause for optimism
The picture is rosy, though dark clouds loom on the horizon
Outlook 2026: Tariff heat, AI momentum and a K-shaped US expansion
Tighter labour supply and AI boom remind how policy credibility can still unravel
Outlook 2026: Foreign exchange markets will be less exciting than in 2025
Expect the dollar to steady or fall slightly
Sovereign funds are becoming the new venture capitalists
Trump’s US SWF is the new partner for tech ventures
Illusion of market stability hides potential for extreme outcomes
Modern mercantilism threatens cyclical equilibriums and market calm
The danger of looking backwards: NAIRU, Brexit and the UK Phillips curve
A balanced approach to assessing labour market structural changes
How governments can invest for a productive state
Leveraging digital technology and demographic shifts for fiscal competitiveness
The quest for digital sovereignty in Europe
Rapid global crypto markets growth could risk financial stability
The case for an independent UK fiscal policy committee
The Monetary Policy Committee sets an example to follow
