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November 12, 2026
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ECB
BUSINESS
Nov 8, 2026
Dutchman and Spaniard in two-horse race for ECB presidency
While no other candidate was proposed before Friday’s deadline, a surprise contender could yet appear, just like current ECB head Christine Lagarde did in 2019.
BUSINESS
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Economy
Oct 30, 2026
ECB’s Lagarde steps down, saying she can’t remain neutral on world events
The decision ends months of speculation about her future as Europe ?enters a ?period of rising economic volatility and divisive electoral politics.
COMMENTARY
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Japan
/
Geoeconomic Briefing
Oct 29, 2026
China’s rare-earth success offers lessons in economic security
Japan and its partners must build alternatives without replicating Beijing’s state-directed model.
COMMENTARY
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World
Oct 23, 2026
War, rates and a global economy that won’t break
Today’s nominally solid scenario depends on policymakers not making any major mistakes.
COMMENTARY
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Japan
Sep 22, 2026
Ueda’s guarded stance highlights limits of BOJ’s policy shift
The BOJ’s rate increase of a quarter point to 1.25% was seen as a modest step and traders wanting a more forthright signal will be disappointed.
COMMENTARY
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World
Aug 18, 2026
Central banks need to speak, even when they are wrong
Kevin Warsh has turned back the transparency revolution in central banking, refusing to commit to regular news conferences and has expressed disdain for “forward guidance.”
COMMENTARY
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World
Jul 22, 2026
Why this energy shock is different
Governments can mitigate its impact on those most exposed, but only if fiscal and monetary policy work in concert.
BUSINESS
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Markets
Jun 23, 2026
EU looks to digital euro to cut reliance on U.S. payment technology
European officials often point to Washington’s 2025 sanctions against International Criminal Court judges to illustrate the grip of U.S. firms.
BUSINESS
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Economy
May 2, 2026
The world’s central banks are wrestling with a gigantic problem
Surging inflation, an economic slowdown, and uncertainty over how long the energy shock will last has forced central banks to adjust.
COMMENTARY
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Japan
Apr 24, 2026
Rethinking how Japan chooses its central bank governor
The future challenge for Japan is therefore not to depoliticize central bank appointments completely, but to build institutions that make expertise visible.
BUSINESS
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Markets
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ANALYSIS
Feb 27, 2026
Under pressure from populist politicians, central bankers face tricky trade-off
How can central banks defend their independence and their credibility without appearing political themselves?
WORLD
/
Politics
Feb 17, 2026
Le Pen’s shadow is falling on ECB job succession to Lagarde
In the race to succeed Christine Lagarde, the question of when leaders choose the next European Central Bank president is looming almost as large as who they pick.
COMMENTARY
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World
Jan 27, 2026
After Davos, bond markets are wielding a new big stick
Many now agree with Canadian Prime Minister Mark Carney’s assertion at Davos that the postwar international rules-based order has suffered a “rupture,” not a transition.
COMMENTARY
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World
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Geoeconomic Briefing
Nov 7, 2025
Trump 2.0 diminishes European Union power
Despite the EU’s large consumer market, the political and economic union has failed to fully exercise its strengths since the start of the second Trump administration.
BUSINESS
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Markets
Aug 25, 2025
Central bankers fear being caught in Federal Reserve’s storm
Politically motivated attacks on the Fed could spill over to the rest of the world.
BUSINESS
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Markets
Jun 30, 2025
Powell and Lagarde count cost of Trump’s turbulence
At the halfway point of 2025, global policy is almost paralyzed by the need to navigate risks posed both to inflation and growth in the wake of Trump’s actions.
BUSINESS
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Economy
Sep 27, 2024
A global hunt for neutral rates to shape world finance costs
Policymakers are exploring whether the rates required to keep inflation in check and economies growing are higher now than the ultra-low ones before the pandemic.
COMMENTARY
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World
Mar 28, 2024
Central banks need to be more transparent about losses
The ECB, Fed and other central banks would do well to abandon financial machinations, work out recapitalization agreements and prepare for large losses.
COMMENTARY
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World
Dec 9, 2021
The end of free money
Rising inflation does not look to be a just a temporary problem, and supply bottlenecks are not the only cause.
COMMENTARY
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World
Sep 20, 2021
Changing the climate of financial regulation
Despite the growing costs of climate change, U.S. financial regulators have yet to show they are thinking creatively about potential solutions.
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