--- title: "Monetary Policy — News & Analysis | Model Diplomat" description: "Browse 72 stories and expert analysis tagged Monetary Policy on Model Diplomat — diplomacy, politics, and global-affairs coverage for Model UN." url: "https://modeldiplomat.com/tag/monetary-policy" --- > For the complete documentation index, see [llms.txt](https://modeldiplomat.com/llms.txt). Skip to main content ## 72 Stories [economics_markets](https://modeldiplomat.com/story/japans-23-trillion-bond-market-stress-test) ### [Japan's $2.3 Trillion Bond Market Stress Test](https://modeldiplomat.com/story/japans-23-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.](https://modeldiplomat.com/story/japans-23-trillion-bond-market-stress-test) [2026-07-17](https://modeldiplomat.com/story/japans-23-trillion-bond-market-stress-test) [economics_markets](https://modeldiplomat.com/story/japans-23-trillion-bond-market-revolt) ### [Japan's $2.3 Trillion Bond Market Revolt](https://modeldiplomat.com/story/japans-23-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.](https://modeldiplomat.com/story/japans-23-trillion-bond-market-revolt) [2026-07-17](https://modeldiplomat.com/story/japans-23-trillion-bond-market-revolt) [economics_markets](https://modeldiplomat.com/story/dangotes-dollar-pricing-exposes-nigerias-cr) ### [Dangote's Dollar Pricing Exposes Nigeria's Cr](https://modeldiplomat.com/story/dangotes-dollar-pricing-exposes-nigerias-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.](https://modeldiplomat.com/story/dangotes-dollar-pricing-exposes-nigerias-cr) [2026-07-17](https://modeldiplomat.com/story/dangotes-dollar-pricing-exposes-nigerias-cr) [economics_markets](https://modeldiplomat.com/story/dangote-dollar-pivot-breaks-nigerias-naira-c) ### [Dangote Dollar Pivot Breaks Nigeria's Naira-C](https://modeldiplomat.com/story/dangote-dollar-pivot-breaks-nigerias-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.](https://modeldiplomat.com/story/dangote-dollar-pivot-breaks-nigerias-naira-c) [2026-07-17](https://modeldiplomat.com/story/dangote-dollar-pivot-breaks-nigerias-naira-c) [economics_markets](https://modeldiplomat.com/story/weaker-yen-forces-boj-rate-hike-to-125) ### [Weaker Yen Forces BOJ Rate Hike to 1.25%](https://modeldiplomat.com/story/weaker-yen-forces-boj-rate-hike-to-125) [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.](https://modeldiplomat.com/story/weaker-yen-forces-boj-rate-hike-to-125) [2026-07-09](https://modeldiplomat.com/story/weaker-yen-forces-boj-rate-hike-to-125) [economics_markets](https://modeldiplomat.com/story/warshs-fed-tilts-hawkish-june-minutes) ### [Warsh's Fed Tilts Hawkish: June Minutes](https://modeldiplomat.com/story/warshs-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.](https://modeldiplomat.com/story/warshs-fed-tilts-hawkish-june-minutes) [2026-07-09](https://modeldiplomat.com/story/warshs-fed-tilts-hawkish-june-minutes) [economics_markets](https://modeldiplomat.com/story/tariff-pass-through-inflations-new-reality) ### [Tariff Pass-Through: Inflation's New Reality](https://modeldiplomat.com/story/tariff-pass-through-inflations-new-reality) [New York Fed's survey shows 47% of firms expect ongoing price hikes from tariffs, challenging inflation forecasts and Fed rate decisions.](https://modeldiplomat.com/story/tariff-pass-through-inflations-new-reality) [2026-07-09](https://modeldiplomat.com/story/tariff-pass-through-inflations-new-reality) [economics_markets](https://modeldiplomat.com/story/tariff-pass-through-complicates-fed-policy) ### [Tariff Pass-Through Complicates Fed Policy](https://modeldiplomat.com/story/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.](https://modeldiplomat.com/story/tariff-pass-through-complicates-fed-policy) [2026-07-09](https://modeldiplomat.com/story/tariff-pass-through-complicates-fed-policy) [economics_markets](https://modeldiplomat.com/story/serbia-holds-rates-at-575-amid-sanctions) ### [Serbia Holds Rates at 5.75% Amid Sanctions](https://modeldiplomat.com/story/serbia-holds-rates-at-575-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.](https://modeldiplomat.com/story/serbia-holds-rates-at-575-amid-sanctions) [2026-07-09](https://modeldiplomat.com/story/serbia-holds-rates-at-575-amid-sanctions) [economics_markets](https://modeldiplomat.com/story/ringgit-outlook-bnm-holds-at-275) ### [Ringgit Outlook: BNM Holds At 2.75%](https://modeldiplomat.com/story/ringgit-outlook-bnm-holds-at-275) [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.](https://modeldiplomat.com/story/ringgit-outlook-bnm-holds-at-275) [2026-07-09](https://modeldiplomat.com/story/ringgit-outlook-bnm-holds-at-275) [economics_markets](https://modeldiplomat.com/story/philippine-inflation-hits-31-month-high) ### [Philippine Inflation Hits 31-Month High](https://modeldiplomat.com/story/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.](https://modeldiplomat.com/story/philippine-inflation-hits-31-month-high) [2026-07-09](https://modeldiplomat.com/story/philippine-inflation-hits-31-month-high) [economics_markets](https://modeldiplomat.com/story/japans-boj-rate-hike-and-yen-crisis) ### [Japan's BOJ Rate Hike and Yen Crisis](https://modeldiplomat.com/story/japans-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.](https://modeldiplomat.com/story/japans-boj-rate-hike-and-yen-crisis) [2026-07-09](https://modeldiplomat.com/story/japans-boj-rate-hike-and-yen-crisis) [economics_markets](https://modeldiplomat.com/story/japans-30-year-bond-yield-high-is-a-global) ### [Japan's 30-Year Bond Yield High Is a Global](https://modeldiplomat.com/story/japans-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.](https://modeldiplomat.com/story/japans-30-year-bond-yield-high-is-a-global) [2026-07-09](https://modeldiplomat.com/story/japans-30-year-bond-yield-high-is-a-global) [economics_markets](https://modeldiplomat.com/story/japans-10-year-yield-hits-29-year-high) ### [Japan's 10-Year Yield Hits 29-Year High](https://modeldiplomat.com/story/japans-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.](https://modeldiplomat.com/story/japans-10-year-yield-hits-29-year-high) [2026-07-09](https://modeldiplomat.com/story/japans-10-year-yield-hits-29-year-high) [economics_markets](https://modeldiplomat.com/story/japans-10-year-yield-hits-288-amid-clash) ### [Japan's 10-Year Yield Hits 2.88% Amid Clash](https://modeldiplomat.com/story/japans-10-year-yield-hits-288-amid-clash) [Japan's 10-year JGB yield reaches 2.88%, reflecting investor skepticism about BOJ's inflation management and Takaichi's spending plan.](https://modeldiplomat.com/story/japans-10-year-yield-hits-288-amid-clash) [2026-07-09](https://modeldiplomat.com/story/japans-10-year-yield-hits-288-amid-clash) [economics_markets](https://modeldiplomat.com/story/japans-1-rate-takaichis-fiscal-challenge) ### [Japan's 1% Rate: Takaichi's Fiscal Challenge](https://modeldiplomat.com/story/japans-1-rate-takaichis-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.](https://modeldiplomat.com/story/japans-1-rate-takaichis-fiscal-challenge) [2026-07-09](https://modeldiplomat.com/story/japans-1-rate-takaichis-fiscal-challenge) [economics_markets](https://modeldiplomat.com/story/japans-1-rate-iran-war-rewires-finance) ### [Japan's 1% Rate: Iran War Rewires Finance](https://modeldiplomat.com/story/japans-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.](https://modeldiplomat.com/story/japans-1-rate-iran-war-rewires-finance) [2026-07-09](https://modeldiplomat.com/story/japans-1-rate-iran-war-rewires-finance) [economics_markets](https://modeldiplomat.com/story/imf-warns-iran-war-stalls-global-disinflation) ### [IMF Warns Iran War Stalls Global Disinflation](https://modeldiplomat.com/story/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.](https://modeldiplomat.com/story/imf-warns-iran-war-stalls-global-disinflation) [2026-07-09](https://modeldiplomat.com/story/imf-warns-iran-war-stalls-global-disinflation) [economics_markets](https://modeldiplomat.com/story/imf-july-2026-weo-central-banks-boxed-in) ### [IMF July 2026 WEO: Central Banks Boxed In](https://modeldiplomat.com/story/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.](https://modeldiplomat.com/story/imf-july-2026-weo-central-banks-boxed-in) [2026-07-09](https://modeldiplomat.com/story/imf-july-2026-weo-central-banks-boxed-in) [economics_markets](https://modeldiplomat.com/story/imf-cuts-2026-growth-forecast-to-3) ### [IMF Cuts 2026 Growth Forecast to 3%](https://modeldiplomat.com/story/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.](https://modeldiplomat.com/story/imf-cuts-2026-growth-forecast-to-3) [2026-07-09](https://modeldiplomat.com/story/imf-cuts-2026-growth-forecast-to-3) [economics_markets](https://modeldiplomat.com/story/feds-june-minutes-signal-rate-hike) ### [Fed's June Minutes Signal Rate Hike](https://modeldiplomat.com/story/feds-june-minutes-signal-rate-hike) [The June FOMC minutes reveal a Fed leaning towards rate hikes, signaling challenges for dollar-dependent emerging economies.](https://modeldiplomat.com/story/feds-june-minutes-signal-rate-hike) [2026-07-09](https://modeldiplomat.com/story/feds-june-minutes-signal-rate-hike) [economics_markets](https://modeldiplomat.com/story/fed-split-on-inflation-puts-rate-hike-on-the) ### [Fed Split on Inflation Puts Rate Hike on the](https://modeldiplomat.com/story/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.](https://modeldiplomat.com/story/fed-split-on-inflation-puts-rate-hike-on-the) [2026-07-09](https://modeldiplomat.com/story/fed-split-on-inflation-puts-rate-hike-on-the) [economics_markets](https://modeldiplomat.com/story/boj-set-for-september-hike-as-yen-162-tests) ### [BOJ Set for September Hike as Yen 162 Tests](https://modeldiplomat.com/story/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.](https://modeldiplomat.com/story/boj-set-for-september-hike-as-yen-162-tests) [2026-07-09](https://modeldiplomat.com/story/boj-set-for-september-hike-as-yen-162-tests) [economics_markets](https://modeldiplomat.com/story/boj-rate-hike-to-1-fails-to-strengthen-yen) ### [BOJ Rate Hike to 1% Fails to Strengthen Yen](https://modeldiplomat.com/story/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.](https://modeldiplomat.com/story/boj-rate-hike-to-1-fails-to-strengthen-yen) [2026-07-09](https://modeldiplomat.com/story/boj-rate-hike-to-1-fails-to-strengthen-yen)