Fed rate-setters are split on what should come next
We are sticking with our forecast for the BoJ to raise rates again in December
Governor Kazuo Ueda’s cautious tone raises expectations central bank may wait until 2026 for further rate moves
Japanese stocks rise as key BoJ meeting gets under way
Read the central bank’s October forecast from the FT’s Monetary Policy Radar team
The government shutdown and US data drought will not stop the Federal Reserve from cutting on October 29
The IMF has not helped the sense that the global economy has reached a tipping point
An immediate rate rise would risk creating tensions with Japan’s likely new prime minister
Plus a deep dive on US inflation
Real wages fell in August for eighth consecutive month
Supreme Court allows Lisa Cook to remain governor, for now
Wage growth would help offset the impact of steep food price rises
Policymakers are becoming more confident of robust underlying inflation and less worried about US tariffs
Would-be Ishiba successors are not set to meaningfully loosen fiscal policy or put pressure on the bank to limit tightening
US Supreme Court will imminently decide fate of Fed governor Lisa Cook
Read the central bank’s September forecast from the FT’s Monetary Policy Radar team
Ructions at the Federal Reserve did not appear to spill over into September’s rate decision
Two members wanted to raise rates while a surprise balance sheet unwind reflects the BoJ’s growing hawkish sentiment
Central bank holds interest rates but split on decision raises expectations of cut
The FT’s guide on what to look out for on Friday
Nominal and real pay growth accelerated, backing the case for another rate increase later this year
The Federal Reserve’s Lisa Cook is not going down without a fight
Central bankers say low birth rates in world’s largest economies pose threat to productivity and prices
As central bankers flock to Jackson Hole, the US president is renewing his attacks on the Federal Reserve
Headline, food and services energy have been resilient
