Topic
Monetary Policy
News & analysis tagged Monetary Policy — diplomacy, politics, and global affairs coverage from Model Diplomat.
72 Stories
Japan's $2.3 Trillion Bond Market Stress Test
Japan's 10-year bond yield hits 2.87% as PM Takaichi's $2.3 trillion spending plan breaks the yen-JGB inverse, threatening global markets via $1.2 trillion in Japanese-held US Treasuries.
2026-07-17
Japan's $2.3 Trillion Bond Market Revolt
Japan's 10-year JGB yield hits 2.87% as PM Takaichi's $2.3 trillion fiscal plan triggers bond sell-off, with spillovers to US Treasuries and yen carry trade.
2026-07-17
Dangote's Dollar Pricing Exposes Nigeria's Cr
Dangote Refinery switched fuel pricing from naira to dollars on July 13, 2026, exposing a structural crude supply gap that undermines Nigeria's naira-for-crude framework and threatens currency stability.
2026-07-17
Dangote Dollar Pivot Breaks Nigeria's Naira-C
Dangote refinery ends naira pricing for fuel, exposing Nigeria's crude supply gap. The shift breaks Tinubu's currency stability policy and threatens inflation as NNPC fails to deliver enough domestic crude.
2026-07-17
Weaker Yen Forces BOJ Rate Hike to 1.25%
As the yen nears 165 per dollar, the BOJ is expected to hike rates to 1.25% in September, influenced by U.S. economic pressures.
2026-07-09
Warsh's Fed Tilts Hawkish: June Minutes
The Federal Reserve's June minutes reveal a hawkish shift, with policymakers favoring interest rate hikes, impacting global currencies and rates.
2026-07-09
Tariff Pass-Through: Inflation's New Reality
New York Fed's survey shows 47% of firms expect ongoing price hikes from tariffs, challenging inflation forecasts and Fed rate decisions.
2026-07-09
Tariff Pass-Through Complicates Fed Policy
New York Fed data shows 47% of service firms and 44% of manufacturers plan tariff-driven price hikes, complicating the Fed's inflation fight.
2026-07-09
Serbia Holds Rates at 5.75% Amid Sanctions
The National Bank of Serbia keeps its key policy rate at 5.75% amid expiring sanctions on NIS and upcoming elections, prioritizing currency stability.
2026-07-09
Ringgit Outlook: BNM Holds At 2.75%
Bank Negara Malaysia maintains 2.75% rate, with Kenanga and RBC forecasting USD/MYR at 3.95 by year-end due to strong export performance.
2026-07-09
Philippine Inflation Hits 31-Month High
Philippine core inflation hits 4.4% in June 2026, the highest in 31 months, pushing the Bangko Sentral to consider a third rate hike amid rising costs.
2026-07-09
Japan's BOJ Rate Hike and Yen Crisis
Japan's BOJ raises rates to 1% amid a record ¥122.3 trillion budget, causing bond yields to soar and yen to weaken.
2026-07-09
Japan's 30-Year Bond Yield High Is a Global
Japan's 10-year bond yield hits 2.88%, signaling a loss of faith in fiscal policy and impacting global markets.
2026-07-09
Japan's 10-Year Yield Hits 29-Year High
Japan's 10-year bond yield reaches 2.88%, the highest in 29 years, amid fiscal expansion and inflation pressures.
2026-07-09
Japan's 10-Year Yield Hits 2.88% Amid Clash
Japan's 10-year JGB yield reaches 2.88%, reflecting investor skepticism about BOJ's inflation management and Takaichi's spending plan.
2026-07-09
Japan's 1% Rate: Takaichi's Fiscal Challenge
Japan's policy rate hits 1%, as Prime Minister Takaichi's spending agenda tests the Bank of Japan's monetary policy amid rising inflation concerns.
2026-07-09
Japan's 1% Rate: Iran War Rewires Finance
The Bank of Japan raises its policy rate to 1% amid the Iran war, impacting global finance and Japan's debt management.
2026-07-09
IMF Warns Iran War Stalls Global Disinflation
The IMF's July 2026 WEO Update raises global inflation to 4.7%, highlighting risks for emerging markets amid geopolitical tensions.
2026-07-09
IMF July 2026 WEO: Central Banks Boxed In
The IMF's July 2026 WEO downgrades growth to 3.0% and inflation to 4.7%, signaling currency crises for emerging markets as the dollar strengthens.
2026-07-09
IMF Cuts 2026 Growth Forecast to 3%
The IMF's July 2026 update revises global growth to 3.0%, hinging on a ceasefire in the Iran conflict, which is now uncertain.
2026-07-09
Fed's June Minutes Signal Rate Hike
The June FOMC minutes reveal a Fed leaning towards rate hikes, signaling challenges for dollar-dependent emerging economies.
2026-07-09
Fed Split on Inflation Puts Rate Hike on the
The June FOMC minutes reveal a split on inflation and rate hikes, with a July 28 decision looming as a test for Kevin Warsh's leadership.
2026-07-09
BOJ Set for September Hike as Yen 162 Tests
The BOJ is likely to raise rates to 1.25% in September due to yen weakness, impacting global markets and carry trades.
2026-07-09
BOJ Rate Hike to 1% Fails to Strengthen Yen
The Bank of Japan raises rates to 1%, but the yen weakens, revealing a debt crisis that threatens the US Treasury market.
2026-07-09