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Leading central banks play for time on interest rate rises

Convulsions in energy markets, often driven by Donald Trump’s posts on Truth Social, are complicating inflation forecasts

The world’s leading central banks are widely expected to hold off on inflation-fighting interest rate rises this week as Donald Trump’s social media posts help drive convulsions in energy markets that are clouding policymakers’ ability to forecast price growth.

The US Federal Reserve, European Central Bank, Bank of Japan, Bank of Canada and Bank of England are among the institutions that will set rates this week under the shadow of the second big energy price shock in five years.

“The right approach for these central banks is wait and see right now, given the uncertainties surrounding the situation in the Gulf, as well as the lack of clarity on how the energy shock will transmit into growth and inflation,” said Tomasz Wieladek, chief European macro strategist at T Rowe Price. 

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