Blogs

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

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

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.