The last few weeks have been notable from a global rates environment standpoint, particularly in developed markets. Markets across many […]

The bond market had been understandably perturbed in the run up to the October policy. The so called Variable Rate

An Environment Recap The bond market has been lately juggling relatively strong triggers pushing and pulling on either side. On

While we remain in steady state for now, it is stating the obvious that some sort of central bank normalization

A persistent theme of India’s bond curve is its very attractive steepness even up to mid-duration points. This has allowed

The US Fed Chair, at the annual Jackson Hole Economic Symposium on 27th August, noted the US economy has met

The policy review was set against a market expectation of largely status quo on most things. The CPI forecast was

The last couple of weeks have been eventful for those studying the US economy, even apart from the surprising fall

The last few days have been very noteworthy for global markets as well as for India. We received a shock

The reflation theme emphatically announced itself to the Indian shores with the set of inflation prints for May. Thus WPI