A Macro And Bond Review In 10 Points
1. The defining feature of the post Covid global macro cycle was the staggeringly large fiscal and monetary stimulus administered […]
1. The defining feature of the post Covid global macro cycle was the staggeringly large fiscal and monetary stimulus administered […]
Concerns about a global growth slowdown and recession in parts of the world are rising. The current focus of monetary
The MPC hiked policy rates by 50 bps, thereby taking the repo rate to 5.40%, while retaining stance as ‘focussed
1. More pronounced signs of economic breakage It is evident now that economic growth is slowing appreciably around the world.
Many countries, particularly in the developed world, are now looking at an economic slowdown ahead in the face of policy
The policy was along expected lines in terms of action with the MPC delivering a 50 bps hike, taking the
MPC hiked repo rate by 50 bps to 4.9% as was widely expected by the market. However given that recent
In a surprising turn of events, RBI / MPC made an intermeeting decision to hike repo rate by 40 bps
The government announced a series of steps aimed at providing some relief against the unprecedented commodity price shocks being felt
The dramatic geopolitical developments of the past couple of weeks, and the consequent commodity price shock to the world, represent