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Monetary policy

Monetary policy influences inflation, demand and financial conditions through interest rates, central-bank balance sheets, expectations and the functioning of money and credit markets.

Entry type: Knowledge article

Field: Macroeconomics

Last reviewed: 24 August 2026

Definition

Monetary policy is the use of a central bank's instruments and communications to influence monetary and financial conditions in pursuit of statutory objectives such as price stability and, in some jurisdictions, employment or output stabilization.

Objectives

Central-bank mandates differ, but modern frameworks commonly place price stability at their centre. Monetary policy may also seek to reduce cyclical instability, support employment or safeguard monetary-system functioning. These aims can align over time yet conflict during supply shocks, when inflation rises as output weakens.

Policy instruments

Rates and reserves

  • Policy interest rates
  • Open-market operations
  • Reserve facilities

Balance sheet

  • Asset purchases and sales
  • Targeted lending
  • Liquidity facilities

Communication

  • Forward guidance
  • Forecasts and scenarios
  • Reaction-function signals

Transmission

ChannelInitial influenceEconomic pathway
Interest rateBorrowing and saving costsConsumption, housing and investment
CreditBank funding and lending standardsAvailability of finance
Asset priceBond, equity and property valuationsWealth, collateral and cost of capital
Exchange rateRelative return on currenciesImport prices and net exports
ExpectationsBeliefs about future policy and inflationCurrent wage-, price- and spending decisions

Rules, discretion and credibility

A policy rule links decisions systematically to economic conditions; discretion permits case-specific judgment. In practice, central banks combine structured frameworks with judgment because the economy is uncertain and policy works with variable lags. Independence can protect decisions from short-term political pressure, while transparency, accountability and a clear mandate support democratic legitimacy and credible expectations.

Sources and further reading

View sources and editorial notes
  • Bank for International Settlements, central banking and monetary-policy research.
  • International Monetary Fund, monetary-policy frameworks and transmission.
  • European Central Bank and Federal Reserve, monetary-policy strategy materials.

Editorial note: The effects of monetary policy depend on institutions, financial structure, expectations and prevailing economic conditions. This entry is informational and does not predict policy decisions.