Blogs
Macro Shots – No Consolidation + Tax Cuts = Unsustainable US Fiscal Path
No consolidation US federal government fiscal deficit was 6.4% of GDP in year ending September 2024, much higher than pre-pandemic
Blogs
Level Sustainability And Curve Steepness : A Macro and Bond Discussion
Indian bonds have had a very good run over the past few months with RBI’s proactive liquidity infusion playing a