Still Hawkish But May Yield Soon : Monetary Policy August 2024
The monetary policy review was largely around expected lines with both rates and stance kept unchanged with a majority of
Standing Too Close: A Bond Update
The bond story continues to run strongly. Locally, the budget gave final proof of policy continuity and commitment to fiscal
Macro Credibility Affirmed: Union Budget July 24
Since the election results, a section of market participants has been fearing a turn in policy approach of the government.
Listen Without Prejudice: Monetary Policy Review Jun 24
The monetary policy review for June was status quo on rates and stance but with 2 dissents now, with external
Some Observations On Monetary Policy And Markets
As far as global monetary policy backdrop is concerned, the current year is different from the last in some obvious
The Continuity Assumption : A Bond And Macro Update
The Framework To recap, there are 4 reasons why we have judged that this is likely a structural market for
Borrowing Calendar & Other Things : A Bond And Macro Update
The much awaited central government borrowing calendar for first half of the next fiscal year was announced yesterday, and constituted
Staying The Course – Monetary Policy Review February 2024
RBI / MPC kept all rates unchanged as expected. The surprise here was rather external MPC member Prof. Varma voting

