Blogs

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

75% of firms, in a recent regional survey by the Federal Reserve Bank of Cleveland, anticipate selling prices to go

In our previous edition, we mentioned the possibility of a weaker Fed ‘put’ in the US. Why? Pandemic-driven high inflation

RBI continued with its recent habit of springing positive surprises on the market by announcing an almost completely unexpected INR

US treasury yield and the USD, typically positively correlated, have diverged sharply since the tariff tantrum (announcement, pause, escalation with