News & commentary
Read the latest financial and monetary policy news and commentary from OMFIF’s in-house analysts and global network of specialists.
How to reset UK fiscal policy after the retreat on benefit reform
Credibility will be key to ensuring market confidence
Peter Sedgwick
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Persistent data gaps pose hurdles for banks’ climate strategies
Banks face rising expectations from market stakeholders to share climate risk exposure

Financial authorities should responsibly sell their gold stocks
Massive official diversification into gold potentially built on a house of sand

No free lunch: what it takes to build Europe’s safe asset
US Treasuries under growing scrutiny from investors

Finding the balance: SARB’s approach to gold and the dollar
Central banks tell OMFIF how they are navigating a more volatile environment

Europe must invest in security to protect its prosperity
Policy-makers should present a positive economic message

Public investment should be at the heart of fiscal narratives
Not just more money, but better use of it

Bessent’s inaugural FX report could better connect dots
First Treasury report gets a lot right, but overlooks US policy shortcomings

Are we heading for a multi-currency world?
Investors should brace for a confusing environment of competing safe havens

The G7 is at a critical crossroads
Kananaskis summit will be a crucial test of cohesion and credibility

Gold’s status from ‘theoretical’ to ‘tactical’ hedge
Volatility renders diversification urgent and gold more relevant

The two faces of Meloni’s Italy: disciplined and quietly dangerous
Rome no longer looks just to Brussels, but to Mar-a-Lago