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

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

The past week saw two notable developments for liquidity and money markets. One, RBI announced surplus transfer of INR 87,416

Against majority expectation, MPC paused on rate hikes in a unanimous decision. All except Prof. Varma chose to persist with

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

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

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

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

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