Blogs

The bond market had been understandably perturbed in the run up to the October policy. The so called Variable Rate […]

The last few weeks have been notable from a global rates environment standpoint, particularly in developed markets. Markets across many

The RBI Governor in his August policy address noted “The robust outlook for agriculture and rural demand would continue to

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