Blogs

While we remain in steady state for now, it is stating the obvious that some sort of central bank normalization […]

Introduction The narrative on global reflation has been shifting as the year has progressed. In the first few months of

The policy review was set against a market expectation of largely status quo on most things. The CPI forecast was

The US Fed Chair, at the annual Jackson Hole Economic Symposium on 27th August, noted the US economy has met

The reflation theme emphatically announced itself to the Indian shores with the set of inflation prints for May. Thus WPI

The last few days have been very noteworthy for global markets as well as for India. We received a shock

Imported tightening is a possible risk to RBI’s current accommodative monetary policy stance but is likely mitigated now for reasons

A persistent theme of India’s bond curve is its very attractive steepness even up to mid-duration points. This has allowed

The last couple of weeks have been eventful for those studying the US economy, even apart from the surprising fall

The monetary policy review was almost entirely along expected lines from a bond market standpoint. It nevertheless served the important