Author name: Saurabh Pingle

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

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

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

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

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

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

The policy was along expected lines in terms of action with the MPC delivering a 50 bps hike, taking the