In today’s briefing:
- 4 Charts to Watch Post-FOMC Meeting
- EM by EM #8 The Indian Elephant in the Room- Will It Keep Holding Up?
4 Charts to Watch Post-FOMC Meeting
- The dot plot may be yet a hawkish surprise but inflation is crashing
- “Pauses” tend to result in pivots but we see it more as FED prioritizing financial stability
- The May playbook is still intact when it comes to trading FFR futures
EM by EM #8 The Indian Elephant in the Room- Will It Keep Holding Up?
- Indian economy remains resilient and keeps expanding while clouds are gathering ROW
- Equities in India are rich for a reason and corporate balance sheets look solid
- We feel more comfortable being exposed to rates than cashflow due to outlook and valuation
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