Macro-financial risk
2026-04-26
10 minute read
10 sources
Bangladesh 2026: The Yunus Interim, Fiscal Stress, and the Banking Cleanup
Sheikh Hasina is gone, an interim council under Muhammad Yunus is rewriting the rules, and the macro file sits on a knife edge of single-digit reserves cover, double-digit inflation, and a banking system whose worst exposures were hidden for a decade.
The July 2024 uprising ended fifteen years of Awami League rule and installed a Yunus-led interim government whose mandate runs from constitutional reform to bank rescue to an election expected between December 2025 and June 2026. The IMF Extended Fund Facility worth USD 4.7 billion is intact and now larger by augmentation, foreign reserv...