Blogs

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

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

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

India’s fiscal numbers for March 2021, and thus for the whole of FY21, were reported yesterday. It confirmed to the

The credit market had approached the first wave of the pandemic last year with a certain amount of caution. The