Author name: Saurabh Pingle

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India’s November CPI printed 5.9% y/y, well below consensus, driven by faster-than-expected disinflation in vegetables. In our note last month

“I know delusion when I see it in the mirror”                    

The MPC hiked repo rate by 25 bps to 6.50% as was widely expected. It did so with a 4

The RBI / MPC raised repo rate by 35 bps to 6.25%, as was widely expected. There was one dissent

Food inflation has always been a wild card. In October, food and beverages component of Consumer Price Index (CPI) increased

Given the current global financial market volatility, data can fuel the frenzy. September US headline CPI printed 8.2% y/y, down

The Set-Up Most of the year so far has been about trying to find policy rate peaks in major developed

1.  The defining feature of the post Covid  global macro cycle was the staggeringly large fiscal and monetary stimulus administered

1. More pronounced signs of economic breakage It is evident now that economic growth is slowing appreciably around the world.