Mostly Economics

Mostly Economics

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India‑focused economics research blog covering macro, monetary policy, banking, and central banking.

What India’s New Inflation Data Is Hiding | The Great Confusing CPI (Consumer Price Index) Reset
NewsFeb 25, 2026

What India’s New Inflation Data Is Hiding | The Great Confusing CPI (Consumer Price Index) Reset

India has unveiled a revamped Consumer Price Index, shifting the base year from 2012 to 2024 and overhauling the basket composition and weighting methodology. The new series shows a headline retail inflation of 2.75% in January 2026, markedly lower than...

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Structural Change—Canada at a Crossroads
NewsFeb 25, 2026

Structural Change—Canada at a Crossroads

Bank of Canada Governor Tiff Macklem warned that Canada faces deep structural shifts as U.S. protectionism, rapid AI adoption, and demographic aging reshape the economy. He noted the central bank kept its policy rate at 2¼ % while highlighting heightened uncertainty around...

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A Brief Illustrated History of the Federal Reserve’s Balance Sheet: 1914-2026
NewsFeb 19, 2026

A Brief Illustrated History of the Federal Reserve’s Balance Sheet: 1914-2026

The Federal Reserve’s balance sheet has undergone dramatic swings since its 1914 inception, expanding modestly for decades before exploding after the 2008 financial crisis. Between 2008 and 2022 the sheet grew from roughly $0.9 trillion to over $9 trillion, driven by large‑scale...

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Bulgarian Central Bank Deputy Governor Appointed Prime Minister
NewsFeb 13, 2026

Bulgarian Central Bank Deputy Governor Appointed Prime Minister

President Iliana Iotova appointed suspended Bulgarian National Bank deputy governor Andrey Gurov as interim prime minister, invoking a constitutional rule that limits caretaker‑PM candidates to ten senior officials. Gurov’s selection follows an anti‑corruption finding that barred him from his central‑bank...

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Finally, CPI Inflation Has a New Base Year
NewsFeb 12, 2026

Finally, CPI Inflation Has a New Base Year

India's Statistics Ministry has finally updated the consumer price index (CPI) base year, moving it from 2012 to 2024 using the 2023‑24 Household Consumption Expenditure Survey. The revision expands the index from six to twelve COICOP‑aligned divisions and introduces All‑India...

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How Federal Reserve’s Decentralised Structure Produced New Ideas on Banking Policy
NewsFeb 11, 2026

How Federal Reserve’s Decentralised Structure Produced New Ideas on Banking Policy

Recent research by Michael Bordo and Edward Prescott shows that the Federal Reserve’s decentralized structure generated fresh banking‑policy ideas in the 1950s and 1960s. In response to industry consolidation and legal reforms, the Board and regional Reserve Banks hired industrial‑organization...

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