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| Data set |
| Chapter I data set (xlsx) |
| Images |
Title |
| Graph 1 |
Global growth proved resilient despite tariff and geopolitical shocks |
| Graph 2 |
Several offsets muted the impact of tariffs |
| Graph 3 |
AI exuberance lent support to growth and kept financial conditions loose |
| Graph 4 |
Unprecedented blockade of the Strait of Hormuz disrupted activity |
| Graph 5 |
Asia is most exposed to the Hormuz energy supply shock |
| Graph 6 |
The conflict shifted inflation and policy outlooks |
| Graph 7 |
Risk appetite remained high despite the energy crisis |
| Graph 8 |
Severe energy shock increases inflationary pressures |
| Graph 9 |
Initial conditions determine upside risks to inflation |
| Graph 10 |
AI holds promise of large productivity gains, but with risks to labour markets |
| Graph 11 |
Rapid AI boom raises questions about its sustainability |
| Graph 12 |
Rich equity valuations are becoming a source of macroeconomic vulnerability |
| Graph 13 |
Corporate credit is vulnerable to repricing on AI disappointments |
| Graph 14 |
Sudden tightening of financial conditions may overly curtail credit supply |
| Graph 15 |
Higher public debt is cutting fiscal space |
| Graph 16 |
Fiscal vulnerability is growing on multiple fronts |
| Graph 17 |
Adverse supply shocks pose challenges to monetary policy |
| Graph A1 |
Supply chain reconfiguration supports resilient growth |
| Graph B1 |
Closure of Strait of Hormuz has caused unprecedented disruption in oil markets |
| Graph C1 |
AI's long-run impacts are uncertain and scenario-dependent |
Chapter II: High public debt and shifting financial markets: challenges for central banks - read the chapter
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| Data set |
| Chapter II data set (xlsx) |
| Images |
Title |
| Graph 1 |
The evolution of government debt and deficits |
| Graph 2 |
Private debt has remained high since the Great Financial Crisis |
| Graph 3 |
Sovereign borrowing costs and stress episodes |
| Graph 4 |
The rise of non-bank financial institutions in AE sovereign debt markets |
| Graph 5 |
Hedge funds' repo borrowing has surged given lax funding terms |
| Graph 6 |
The broadening of the bank-sovereign nexus |
| Graph 7 |
Fiscal risk shocks and market liquidity: two-way interactions and tail risks |
| Graph 8 |
International dimensions: FX swaps and dealer linkages |
| Graph 9 |
The financial and real effects of fiscal risk repricing |
| Graph 10 |
High public debt blunts the price effects of monetary policy |
| Graph 11 |
Public debt maturity matters for monetary transmission |
| Graph A1 |
Fiscal policy is less responsive to debt and asymmetric over the business cycle |
Chapter III: Anchoring trust in money: innovation beyond stablecoins - read the chapter
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| Data set |
| Chapter III data set (xlsx) |
| Images |
Title |
| Graph 1 |
Stablecoin use focuses on crypto trading, with coins backed by low-risk assets |
| Graph 2 |
Stablecoin market growth concentrated in two US dollar-pegged coins |
| Graph 3 |
Stablecoin fragmentation and the lack of interoperability across blockchains |
| Graph 5 |
Quantifying the macroeconomic effects of stablecoin adoption |
| Graph 6 |
Limited pass-through of changes in interest rates to stablecoin yields from lending pools in decentralised finance |
| Graph 7 |
Stablecoins vs foreign currency deposits |
| Graph 8 |
Demand for foreign stablecoins connects FX markets with crypto ecosystem |
| Graph B1 |
Rising fragmentation across layer 1 and layer 2 networks |
| Graph E1 |
Deposit dollarisation over time |
