Not Walking Alone: A Bond And Macro Update
The government announced a series of steps aimed at providing some relief against the unprecedented commodity price shocks being felt […]
The government announced a series of steps aimed at providing some relief against the unprecedented commodity price shocks being felt […]
MPC hiked repo rate by 50 bps to 4.9% as was widely expected by the market. However given that recent
In a surprising turn of events, RBI / MPC made an intermeeting decision to hike repo rate by 40 bps
Our reading of RBI’s characterisation from the last two policies was that it considered the total monetary and fiscal responses
The dramatic geopolitical developments of the past couple of weeks, and the consequent commodity price shock to the world, represent
There has been a sharp repricing in policy rate hike expectations by central banks in many major markets since the
The last three months or so have been very notable for global macro. The US Fed has executed a spectacular
The February policy review kept all rates unchanged as well as the accommodative stance maintained, with the usual one dissent.
Continued Policy focus on infrastructure spend supported with sharp increase in budgeted capital outlay Union budget 2022-23 underlined continuation of
Union Budget – 2022-23 largely revolves around the financial system where the overall, macro-economic stability indicators suggest that the Indian