US Tariff Impact Estimates
New US tariffs ignored any notion of reciprocity, reaching shockingly substantial sizes. However, the UK was relatively fortunate in landing on...
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ECB Meeting Accounts - March 2025
In the accounts for its March meeting, the ECB cited a broadly intact disinflation path and moderating wage pressures, but emphasised that rising...
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Decoding Trump’s Reciprocal Tariffs: Limited Shock for India, Sector Rotation Ahead
Trump's reciprocal tariff plan on Indian goods spares pharma and IT, impacting autos, textiles, chemicals, and solar exports. Investors may shift...
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Tariff Transition Smoothing
President Trump's tariffs embed structural cost pressures, compounding supply chain changes and creating a stagflationary shock central banks...
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₹4.02 Lakh Crore IPO Lock-In Expiry Wave in H1 2025 in Indian Markets
By June 2025, INR 4.02 trillion worth of shares from 73 IPOs will become tradeable, potentially causing short-term price corrections and increased...
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