Blogs

India’s November CPI (Consumer Price Index) at 4.9% y/y was below consensus and our expectation, although it picked up from […]

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

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