Blogs

Home price growth remains buoyant, despite moderation in new home sales. One of the main reasons for this is the […]

Ever since the rate cut that didn’t feel at all like a rate cut, bond markets have been finding it

Federal student loan payments were paused for 3+ years from early 2020, due to the pandemic, when delinquency rate fell

              US labor market data has continued to belie expectations of a meaningful slowdown

The MPC delivered a surprise 50 bps cut against consensus market expectation of 25 bps. With average CPI projection cut

  Apart from tariffs and tax cuts, immigration has been the other focus of the current US administration’s policies. It

No consolidation US federal government fiscal deficit was 6.4% of GDP in year ending September 2024, much higher than pre-pandemic

Indian bonds have had a very good run over the past few months with RBI’s proactive liquidity infusion playing a

  Will higher import tariffs meaningfully increase fiscal revenue? Estimates of the latter will vary depending on the moderation in

In our previous note, we discussed whether businesses or consumers will take the hit from higher tariffs? Who absorbs the