Everything we have published, newest first, from every desk.
The September Asian Development Outlook nudges 2026 growth up, trims 2026 inflation to 4.2% and raises 2027 to 3.5%, and names a strong El Niño and wider conflict as the main risks.
Rates dominate the new US Macro-Finance FCI, the dollar's exchange rate counts least, and the currency is the channel that pulls US and euro area conditions apart when policies diverge.
An Economic Bulletin article estimates that 1% of GDP more on defence lifts HICP inflation by up to 1.3 points cumulatively in year three, with large uncertainty and a strong dependence on what is bought.
Transaction-level data show recent growth comes from existing non-Japanese depositors, and that cash-management services make deposits stickier and cheaper to acquire.
The RBI's second-half calendar spreads issuance over 23 weekly auctions from 3 to 50 years, with sovereign green bonds in the mix. A separate release sets the government's WMA limit at ₹50,000 crore.
The Monetary Council kept the base rate at 5.50% on 22 September and set a lower medium-term target, keeping the ±1 point tolerance band. Its background analysis explains why.
A new inflation target, a half-year bond calendar, tokenised sterling, and a study of how Japanese banks fund dollar loans. None moves a rate today; all change how money moves later.
Two remortgage completions and a private marketplace sale ran on the GBTD platform, with funds locked until conditions were met. Digital-asset settlement pilots are next.
Inflation has eased to 14.5% and the CBE cut its forecast, but it keeps policy unchanged, calling the current restrictiveness a buffer against regional and energy risks.
BEA's second-quarter figures show a larger goods deficit and $979bn of new liabilities to foreigners. Most of the $1.15trn fall in the net investment position came from price changes, not flows.
