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Inflation

  • Are we about to see one of the biggest shifts in monetary policy since the financial crisis?

    June 30, 2026

    Chair Kevin Warsh believes the Federal Reserve should offer forward guidance, arguing that promises about future policy quickly become shackles around a central bank’s neck. He could be about to get his way, says Helen Thomas As the first half of the year draws to a close, the world’s leading central bankers gather this week [...]

  • Bank of England chief economist ‘not trying to be a troublemaker’ on rates split

    June 29, 2026

    The Bank of England’s chief economist has warned fellow policymakers over the risk of becoming “complacent” towards the cost of living as he defends his recent calls to hike interest rates.  Huw Pill, a member of the central bank’s Monetary Policy Committee, has voted twice to increase rates to 4 per cent in the committee’s [...]

  • Andy Burnham will be ‘in hock’ to the bond markets whether he likes it or not

    June 24, 2026

    With the highest gilt yields in the G7, more borrowing is no longer an option for the next Prime Minister. That leaves the traditional options: raise taxes, cut spending or embark on more ambitious supply-side reforms in areas such as planning, says Daniel Mahoney Governments needing money usually have three options: tax more, spend less, [...]

  • Kaleb Cooper: Brits don’t care about the price of milk 

    June 19, 2026

    Brits don’t care about the price of milk, Kaleb Cooper has said, as he urged shoppers to buy more locally-made produce. The Clarkson’s Farm star told City AM that farmers would be “very, very grateful” for price rises if passed on to producers amid a battle to stay profitable in the face of higher costs. [...]

  • The Bank of England is keeping Britain in the waiting room

    June 19, 2026

    The MPC’s decision to holding the Bank rate for the fourth meeting is downstream of a government, and a country, that’s run out of ideas, says Emmanuel Igwe What sound does a country make when it has run out of ideas? Rather than cacophonous noise or a muted groan, I would say that sound is [...]

  • Bank of England to ‘tolerate slow return’ to inflation target as interest rates held

    June 18, 2026

    The Bank of England has said it will tolerate a delay in getting inflation back to its two per cent target as it held interest rates at 3.75 per cent in a split Monetary Policy Committee (MPC) decision.  Bank officials said they were closely monitoring the outcome of a peace deal being struck between the [...]

  • As it happened: Stocks sink after Fed and Bank of England opt for hawkish hold; Oil price tumbles

    June 18, 2026

    Welcome back to the City AM liveblog. Interest rates were left unchanged at 3.75 per cent in Bank of England’s monetary policy committee meeting today as rate-setters wait to find out whether the Iran war peace deal holds up.  The Bank’s decision followed Thursday’s inflation data, which stayed below undershot expectations after coming at 2.8 [...]

  • Interest rates next change ‘far more likely down than up’

    June 18, 2026

    Interest rates are set to be held on Thursday in what some analysts believe could be a split decision as two Bank of England officials could back a 25 basis point hike.  The Bank’s Monetary Policy Committee is widely expected to leave interest rates unchanged at 3.75 per cent, though some members could back a [...]

  • Kevin Warsh tears up forward guidance on rate moves at the Fed

    June 17, 2026

    Kevin Warsh, the chairman of the Federal Reserve, signalled a major change to how the US central bank handles the run-up to its key interest rate decisions overnight, telling investors across global markets that “we’ve dropped forward guidance”.  There was concern in the City that it could mean a decline in the level of transparency over [...]

  • Industry warns Iran war spike to come as food inflation falls

    June 17, 2026

    The surprise drop in food and drink inflation seen in May is likely to be short-lived, as the impacts of the war in Iran are due to take hold, leading industry figures to warn. The rate of inflation of food and non-alcoholic drinks fell from three per cent in April to 2.2 per cent in [...]

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