Some Macro And Bond Observations
1. More pronounced signs of economic breakage It is evident now that economic growth is slowing appreciably around the world. […]
1. More pronounced signs of economic breakage It is evident now that economic growth is slowing appreciably around the world. […]
Concerns about a global growth slowdown and recession in parts of the world are rising. The current focus of monetary
Many countries, particularly in the developed world, are now looking at an economic slowdown ahead in the face of policy
The MPC hiked policy rates by 50 bps, thereby taking the repo rate to 5.40%, while retaining stance as ‘focussed
MPC hiked repo rate by 50 bps to 4.9% as was widely expected by the market. However given that recent
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
In a surprising turn of events, RBI / MPC made an intermeeting decision to hike repo rate by 40 bps
The government announced a series of steps aimed at providing some relief against the unprecedented commodity price shocks being felt
Our reading of RBI’s characterisation from the last two policies was that it considered the total monetary and fiscal responses