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

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

Concerns about a global growth slowdown and recession in parts of the world are rising. The current focus of monetary

The MPC hiked policy rates by 50 bps, thereby taking the repo rate to 5.40%, while retaining stance as ‘focussed

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

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.

Many countries, particularly in the developed world, are now looking at an economic slowdown ahead in the face of policy

The dramatic geopolitical developments of the past couple of weeks, and the consequent commodity price shock to the world, represent

Our reading of RBI’s characterisation from the last two policies was that it considered the total monetary and fiscal responses