Government’s Borrowing Calendar : A Strategy Update
An Environment Recap The bond market has been lately juggling relatively strong triggers pushing and pulling on either side. On […]
An Environment Recap The bond market has been lately juggling relatively strong triggers pushing and pulling on either side. On […]
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
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 last couple of weeks have been eventful for those studying the US economy, even apart from the surprising fall
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