In one week the Bank of Japan, the Basel Committee and BIS researchers each treated AI as a macro-financial variable, not a technology story. They see the same features from different seats.
The statement of 16 September puts the federal funds target range a quarter point higher, describes activity as expanding at a solid pace, and keeps the ample-reserves framework unchanged.
An Economic Bulletin box argues the 2026 energy shock is smaller than 2021-22, that renewables weakened the link from gas to power prices, and that retail pass-through itself has changed.
A market notice on 21 September runs under the framework set a year ago: two benchmark issues a year, professionals only, and reserves that are the Bank's own rather than the Treasury's.
