Moody’s Blues? A Macro Update
“Just what the truth is I can’t say anymore” The Moody Blues Global rating agency Moody’s downgraded India’s sovereign rating […]
“Just what the truth is I can’t say anymore” The Moody Blues Global rating agency Moody’s downgraded India’s sovereign rating […]
“If you’ve never stared off into the distance, then your life is a shame” Counting Crows Drawing inspiration from these
The RBI Governor announced a new set of measures in response to the current growth and financial market stress. These
Market participants including ourselves have lately lamented the somewhat underwhelming response from the RBI to a rapid tightening in financial
As the COVID-19 outbreak evolved into a full-blown global pandemic, various countries, including India have introduced lockdown measures. This has
The US Fed in some sense pushed boundaries and stepped directly into the market for lending of all sorts with
Policy Responses Step Up… Global monetary easing is now in full swing with the lead being taken by the US
Policy responses to the Coronavirus have commenced full steam with the Fed rate cut yesterday. With this a global policy
As expected, the central government increased its headline fiscal deficit target to 3.8% of GDP in FY20 and 3.5% in
Bold Is Back : RBI Policy Feb 2020 We had titled our December 2019 policy note “Back to the Book”