Policy Watch

Coverage of fiscal and monetary policy, regulation, taxation, and geopolitical decisions that influence markets and everyday life. We break down government action and its economic impact.

Bulgaria Just Joined the Eurozone. It Also Has the Second-Highest Consumer Price Index Inflation in the EU. Those Two Facts Are a Fiscal Problem.

Fiscal Policy

Bulgaria Just Joined the Eurozone. It Also Has the Second-Highest Consumer Price Index Inflation in the EU. Those Two Facts Are a Fiscal Problem.

Portugal's Government Budget Went From 6% Deficit to Surplus in Five Years. The Hard Part Is Staying There.

Fiscal Policy

Portugal's Government Budget Went From 6% Deficit to Surplus in Five Years. The Hard Part Is Staying There.

Czech National Bank Has Cut Its Key Policy Rate Nine Times Since Late 2023. With Consumer Price Index Inflation at 1.8%, the Question Is Where the Floor Is.

Monetary Policy

Czech National Bank Has Cut Its Key Policy Rate Nine Times Since Late 2023. With Consumer Price Index Inflation at 1.8%, the Question Is Where the Floor Is.

Austria's Oesterreichische Nationalbank Is Watching Two Things Ahead of the ECB's July 24 Meeting: Energy Prices and Wage Data.

Monetary Policy

Austria's Oesterreichische Nationalbank Is Watching Two Things Ahead of the ECB's July 24 Meeting: Energy Prices and Wage Data.

The USMCA Review Deadline Just Passed. Canada's Fiscal Strategy Is Now Built Around One Uncomfortable Uncertainty.

Policy Watch

The USMCA Review Deadline Just Passed. Canada's Fiscal Strategy Is Now Built Around One Uncomfortable Uncertainty.

Germany's Pension Commission Just Proposed Linking the Retirement Age to Life Expectancy. The Fiscal Arithmetic Behind It Is Hard to Argue With.

Fiscal Policy

Germany's Pension Commission Just Proposed Linking the Retirement Age to Life Expectancy. The Fiscal Arithmetic Behind It Is Hard to Argue With.

Colombia's Banco de la República Just Raised Its Benchmark Interest Rate Three Times in Six Months. Here Is the Full Picture.

Monetary Policy

Colombia's Banco de la República Just Raised Its Benchmark Interest Rate Three Times in Six Months. Here Is the Full Picture.

Romania's Consumer Price Index Inflation Is at 9.7%. It Is the Highest in the EU. The National Bank of Romania Is Caught Between Two Painful Choices.

Monetary Policy

Romania's Consumer Price Index Inflation Is at 9.7%. It Is the Highest in the EU. The National Bank of Romania Is Caught Between Two Painful Choices.

Saudi Arabia's Vision 2030 Projects Were Put on Hold. The Iran Deal Just Reopened the Timeline.

Fiscal Policy

Saudi Arabia's Vision 2030 Projects Were Put on Hold. The Iran Deal Just Reopened the Timeline.

Bangladesh, Sri Lanka, and Nepal Were Already Fiscally Stretched. Cheaper Oil Is the Relief They Were Waiting For.

Fiscal Policy

Bangladesh, Sri Lanka, and Nepal Were Already Fiscally Stretched. Cheaper Oil Is the Relief They Were Waiting For.

Japan Just Raised Rates to 1% for the First Time Since 1995. Here Is Everything You Need to Know.

Monetary Policy

Japan Just Raised Rates to 1% for the First Time Since 1995. Here Is Everything You Need to Know.

Falling Oil Prices Have Changed the Rate Calculus for Central Banks Across Asia and Europe. Here Is How.

Monetary Policy

Falling Oil Prices Have Changed the Rate Calculus for Central Banks Across Asia and Europe. Here Is How.

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