Blogs

The average effective tariff rate for imports to the US is currently 17.9%, the highest since 19341. This includes the […]

RBI/MPC kept policy rates on hold as widely expected and kept stance unchanged. That said, there was a decided shift

In a note last month, we had talked about 4 aspects to our current assessment framework for the market (Click

After attempting to find its footing post the June RBI policy, bond market equilibrium has lately been disturbed anew. The

The MPC decided to keep policy rates unchanged and continued stance at neutral. This was largely expected even as, despite

Bond market sentiment remains largely muted, continuing the reasonable long stretch from the June MPC meeting which delivered the larger

The US Fed wants to see real-time data on impact of tariff hikes, although likely a bit delayed due to

  US longer-term treasury yields have generally remained elevated since late-2024, driven more by fiscal policies, although the US Dollar

The US extended the deadline for implementation of reciprocal tariffs from 09th July to 1st August. But what happened to

            US headline Personal Consumption Expenditure (PCE) growth in real terms has been on a