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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

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

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

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

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

Food inflation has always been a wild card. In October, food and beverages component of Consumer Price Index (CPI) increased

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