Blogs

Bond market sentiment remains largely muted, continuing the reasonable long stretch from the June MPC meeting which delivered the larger […]

The US Fed wants to see real-time data on impact of tariff hikes, although likely a bit delayed due to

  US longer-term treasury yields have generally remained elevated since late-2024, driven more by fiscal policies, although the US Dollar

The US extended the deadline for implementation of reciprocal tariffs from 09th July to 1st August. But what happened to

            US headline Personal Consumption Expenditure (PCE) growth in real terms has been on a

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