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

• [New] Central bank demand, projected to remain high for at least the next three years, will act as a powerful price floor, absorbing significant portions of global mine output and providing a strong bullish impetus. The Chronicle-Journal
• [New] North Dakota's Roughrider stablecoin launches in 2026 with Fiserv, and Deutsche Bank sees BTC and gold on central bank sheets by 2030. Crypto Forem
• [New] The UK's central bank, the Bank of England, could be softening its stance on stablecoin caps. CoinTelegraph
• [New] Both the unchecked use of stablecoins and a widespread adoption of foreign CBDCs like China's e-CNY will erode the dollar's central role and weaken the US's monetary policy apparatus. The Conversation
• [New] If the Federal Reserve confirms a cautious stance on policy while inflation data remain out of reach, gold could quickly regain its upward momentum. investing.com
• [New] If inflation proves more stubborn or if geopolitical events introduce new supply-side shocks, the Fed might be compelled to maintain a higher-for-longer interest rate stance, further straining consumer budgets and business investment. FinancialContent
• [New] If consumer spending falters significantly, it could accelerate a broader economic slowdown, potentially pushing the Fed towards a more dovish stance, including considering interest rate cuts earlier than previously anticipated. FinancialContent
• [New] Stablecoins could lead to the privatization of money, undermining monetary policy. FinExtra
• [New] Investors must now navigate a world where central bank policies are increasingly asymmetric, and Bitcoin's role as a hedge against fiat devaluation and geopolitical risk is no longer a fringe narrative but a core investment thesis. Ainvest
• [New] The Australian Prudential Regulation Authority has warned that rising geopolitical tensions are likely to increase cyber attacks on Australian financial institutions in its 2025-2026 corporate plan. Mondaq
• [New] Bitcoin could be added to central bank reserves by 2030 as its volatility falls and its behaviour resembles gold, despite not being backed by anything. Fortune
• [New] The widely held expectation that the US central bank will continue to cut interest rates has been the main short-term driver of gold prices. Yahoo
• [New] Bank of America's revised forecast indicates a potentially pivotal shift in U.S. monetary policy, signaling that interest rate cuts may arrive sooner than previously expected. Cio Visionaries
• [New] The Federal Reserve is expected to remain data-driven and cautious, monitoring upcoming employment reports, inflation trends, and consumer spending patterns before implementing rate cuts. Cio Visionaries
• [New] A sudden or significant change in perceptions of Federal Reserve credibility could result in a sharp re-pricing of US dollar assets, including in US sovereign debt markets, with the potential for increased volatility, risk premia, and global spillovers. EIN Presswire
• A weakening of the dollar's pivotal role will be all the more likely in the coming years if current and future administrations continue to take actions that distort the US economy, undermine fiscal solvency, threaten central bank independence, and undermine global allegiances. CEPR
• European Central Bank interest-rate cuts in the last year might have freed up businesses to invest more. / Germany Edge and Odds -

Last updated: 16 October 2025