Blogs

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

The MPC cut repo rate by 25 bps to 6% and changed policy stance to ‘accommodative’, in an unequivocally dovish

RBI announced big new measures yesterday to shore up liquidity. These include INR 1 lakh crores of OMO purchases over

The obvious flaw in the perceived stability of any global macro template over the past few years has been this:

The MPC delivered a 25 bps cut as widely expected in an equally widely anticipated policy, since this was new

We have favored long duration government bond exposures for more than a year now in our actively managed bond and