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Our Scans · (FS.1.02) Central Banking · Weekly Summary

  • [New] How inflation evolves will be critical for central bank policy, interest rate expectations and asset valuations, making flexibility and risk management essential for portfolios in 2026. / Australia Macquarie
  • [New] The MPC retained a neutral monetary policy stance, indicating that future policy rates could either increase or decrease depending on evolving macroeconomic conditions. Guidely
  • [New] The interest rate differential between US and Japanese government bonds has narrowed significantly, which could affect the strength of the Japanese yen over the course of the year. DJE Kapital AG
  • [New] Interest rate situation in Japan: Rising interest rates in Japan could still weigh on the national budget and lead to uncertainty and turmoil. DJE Kapital AG
  • [New] The FCA, PRA and Bank of England are expected to launch a joint consultation on expectations around the management of ICT and cyber resilience risks in H1. JD Supra
  • [New] European Central Bank (ECB) President Christine Lagarde emphasized inflation stabilization as a priority during her post-decision remarks, signaling a dovish stance that could limit future rate hikes. FPG Fortune Prime Global
  • [New] Slowing inflation, pressures to devalue from Ukraine's Ministry of Finance and the International Monetary Fund (IMF), and an expected reduction in foreign aid in the future will likely reduce NBU's determination to maintain a strong hryvnia policy, the ICU wrote. Kyiv Post
  • [New] The world faces a choice between central bank digital currencies and stablecoins - and that stablecoins will win out. Central Banking
  • [New] On the monetary policy front, the Bank of Russia will set rates. Trading Economics
  • [New] We do not expect further interest rate reductions from the Bank of Canada will be necessary, but also do not expect a pivot to rate hikes until 2027. RBC Economics
  • [New] Central Bank to ease further: Most panelists see more interest rate cuts by the end of 2026, though future monetary easing will be more modest than in 2024 and 2025. FocusEconomics
  • [New] Central Bank Digital Currencies (CBDCs) are expected to gain wider adoption by 2026, offering a secure and efficient way to settle international transactions without depending solely on traditional banking systems. Global Trade Magazine
  • [New] The IMF warns of broader implications, including capital outflows in emerging markets and weakened central bank control if adoption accelerates unchecked. Crowdfund Insider
  • [New] Global monetary policy is diverging structurally in 2026, with the Fed planning two rate cuts to 3.25% while the ECB remains on hold until 2027. Ainvest
  • [New] The Bank of England is forecast to hold rates at 3.75% following December's hawkish reduction, as policymakers assess delayed impacts of previous cuts on inflation and economic growth. The Investment Trading Hub
  • [New] Jupiter Strategic Bond fund managers go further, suggesting a sharp fall in domestic inflation could green light the Bank to implement four interest rate cuts in 2026. Morningstar, Inc.
  • Given the high risk of recession in the Eurozone, the ECB may cut its deposit rate below 2.0% and resume quantitative easing. LiteFinance
  • The European Central Bank will publish its decision on the main refinancing operations and the deposit facility rates, which currently stand at 2.15% and 2.0%, respectively. LiteFinance
  • Although US inflation is expected to remain above target, Federal Reserve (Fed) rates are expected to be cut by up to 1% by the end of 2026, while the European Central Bank has scope for another cut in interest rates. Global English
  • On the monetary side the Federal Reserve has already cut interest rates by 1.75% points since their peak and is expected to cut further in 2026. / USA Evelyn Partners
  • In terms of monetary policy, the IMF expects interest rates to continue declining in the United States, remain broadly stable in the euro zone, and rise gradually in Japan. MercoPress
  • Weak Signals: The European Central Bank and Bank of Japan emphasize that CBDCs will complement cash, not replace it, focusing on privacy and offline usability. Cash Essentials
  • Banxico is expected to maintain its policy rate at 7% later this week, following the recent decisions of the US Federal Reserve and the Bank of Canada. Moneycorp

Last updated: 12 February 2026


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