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Market news & articles

Central Banks & Policy · 12 days ago

May 14, 2026: India, Philippines and Indonesia FX Reserves Down About $54 Billion Since Late February

Data cited by Bloomberg and official central-bank releases show foreign-exchange reserves in India, the Philippines and Indonesia fell by roughly $54 billion between late February and mid-May 2026. The declines reflected currency-support operations, external debt payments and valuation changes in non-dollar reserve assets.

Central Banks & Policy · 12 days ago

S&P Keeps Indonesia at BBB/Stable as BI Expects Support for Government Bonds

S&P affirmed Indonesia at BBB/A-2 with a stable outlook on July 13, saying weaker fiscal and external metrics should be temporary as revenue and export receipts recover and the 3% deficit ceiling remains a policy anchor. Bank Indonesia said the decision could support confidence after recent market and rupiah volatility.

Central Banks & Policy · 18 days ago

Japan 10-Year JGB Yield Hits 2.83%, Highest Since 1996, Amid Fiscal Policy Concerns

Market attention centered on a draft government blueprint that called for monetary policy to align with growth strategy and omitted language on improving fiscal health. Economy Minister Minoru Kiuchi said policy decisions remain the Bank of Japan’s responsibility and said the government is not abandoning fiscal discipline.

Central Banks & Policy · 18 days ago

New Zealand central bank lifts OCR to 2.50%, opening first tightening move in three years

The Reserve Bank of New Zealand unanimously increased the official cash rate by 25 basis points from 2.25% to 2.50%, citing persistent non-tradables inflation and recent easing in financial conditions. It said further tightening appears likely, but timing will depend on incoming data, pricing behaviour and spare capacity.

Central Banks & Policy · 20 days ago

PBOC Says June Net Bond Operations Added CNY10 Billion, First-Half Total Reaches CNY300 Billion

China’s central bank said it injected a net 10 billion yuan through open-market government bond purchases and sales in June, with first-half net injections via that channel reaching 300 billion yuan. The PBOC said such operations have been conducted routinely this year, with sizes adjusted to liquidity needs and bond-market conditions.

Finance & Banking · 20 days ago

IMF’s June 9 Nigeria review warns proposed $5 billion swap financing could increase debt and liquidity risks

In its 2026 Article IV report published June 9, the IMF said Nigeria’s proposed $5 billion total return swap with First Abu Dhabi Bank uses 133% collateral in domestic government securities and creates margin-call exposure tied to the naira and interest rates. IMF staff treated the full collateral amount as debt and cited Eurobonds or concessional borrowing as alternatives.

Finance & Banking · 25 days ago

UK Supreme Court Backs HMRC in BlueCrest Trader Tax Case, Leaving About £200 Million Exposure

In a July 1 ruling, the UK Supreme Court unanimously dismissed BlueCrest’s appeal over the tax treatment of senior LLP members, backing HMRC on the salaried members rules. The case covers 2014 to 2019 and involves about £142 million of PAYE determinations and £55.3 million of National Insurance liabilities.

Central Banks & Policy · a month ago

Moody’s keeps India at Baa3/stable, sees room for a wider FY27 fiscal deficit on temporary energy-price pressure

Moody’s said India’s investment-grade rating and stable outlook are not at risk if the fiscal deficit for the year ending March 2027 rises to about 4.8% of GDP from the budgeted 4.3%, citing temporary energy-price pressure, 6% growth expectations and post-pandemic fiscal consolidation, while noting elevated debt-service costs.

Central Banks & Policy · a month ago

ECB's Kazaks Says Gradual Steps Are Preferable to a Rapid Run of Rate Hikes

ECB Governing Council member Martins Kazaks said there is no near-term need for the central bank to deliver several rate increases in quick succession. Reported comments indicated he prefers a patient meeting-by-meeting approach as new data arrive, following the ECB’s June 25 basis-point rate increase amid elevated uncertainty.

Central Banks & Policy · a month ago

BIS 2026 report highlights risks from inflation, AI spending, public debt and bond-market leverage

In its June 28 Annual Economic Report, the BIS said more frequent supply shocks could reaccelerate inflation, the AI capex surge could reverse, stretched valuations and fragile core bond-market liquidity leave markets exposed, and near-record public debt with greater non-bank intermediation could transmit sovereign stress faster and widen policy trade-offs.