Blogs

The MPC kept rates and stance unchanged,  the latter with the expected dissent from Prof. Varma. While the rate inaction […]

There are three large macro questions of note today, in our view: How far and how long on major Developed

Although we’d just done a detailed macro and strategy note recently, much has been happening in the world to merit

India’s November CPI printed 5.9% y/y, well below consensus, driven by faster-than-expected disinflation in vegetables. In our note last month

“I know delusion when I see it in the mirror”                    

The MPC hiked repo rate by 25 bps to 6.50% as was widely expected. It did so with a 4

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Given the current global financial market volatility, data can fuel the frenzy. September US headline CPI printed 8.2% y/y, down

The Set-Up Most of the year so far has been about trying to find policy rate peaks in major developed

The RBI / MPC raised repo rate by 35 bps to 6.25%, as was widely expected. There was one dissent