India: MPC Makes the Right Decision on Interest Rates
Against the expectation of most economists and policymakers, the Monetary Policy Committee chose to keep rates unchanged on Friday while it changed...
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India – Weakening Rupee Means Little Relief For Banks
The last thing which struggling debtors in India need is another interest rate increase. But this is precisely what they will get. Given extreme...
415 Views
Week Ahead in Global Macro: Kavanaugh, NFP, RBA, RBI, Italy, Brazil R1 - Long VIX, NZD, CAD, SGD-CNH
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We open four new trades - (1) Tactical...
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India Bank Plunge Pivot and Nifty Macro Trend Inflections
Indian banks display a clear bearish relative and absolute cycle lead to the Nifty which has satisfied our macro wave 5 cycle projection at...
283 Views
India: Benign Inflation, Not so Positive Growth Data and Pause in Monetary Tightening
While headline CPI inflation fell sharply in August, that was largely due to food inflation which continues to surprise on the downside. That said,...
412 Views