Central Banks

Policy decisions, minutes and speeches from the Fed, ECB, BoE, BoJ and their peers — and how the market reprices around them.

100 report(s) in the archive

Japan's Reserves Post Record Drop After Yen Intervention; Aide Flags September BOJ Hike

August foreign reserves fell by the largest amount on record following heavy currency intervention, just as a reflationist aide to PM Takaichi floated a rate hike this month.

Japan's August foreign reserves posted their largest-ever drop after record intervention to support the yen, even as an aide to Prime Minister Takaichi said the Bank of Japan could hike rates in September.

BREAKING STORY

Fed, Buffett and Historical Data All Point to the Same Warning: Stocks Look Expensive

Three separate signals — a Fed risk-premium reading, a rarely-seen historical pattern, and Warren Buffett's own commentary — are converging on the same conclusion.

The Federal Reserve has flagged the S&P 500's equity risk premium near its lowest level in decades, a reading that has coincided with market trouble in only two prior instances since 1871.

SPECIAL REPORTBEARISH

Data Centers Are Now the Main Engine of US Economic Growth, Fed Survey Finds

The Federal Reserve's Beige Book pointed to data centers as the standout driver of modest growth, as demand for capacity and new insurance products around the buildout both surge.

The Federal Reserve's latest Beige Book found that data center construction and demand are now the primary source of growth across regions reporting only modest overall activity.

SPECIAL REPORT
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