US: Receding Inflation Has Put 3 Rate Cuts Back in Play for 2024
Core PCE rose 0.99%MoM annualised in May'24, as genuine QT occurred in Apr-May'24. The 25th July release of 2%QoQ and 2.5%YoY rises in core PCE...
69 Views
Biden's Catastrophic Debate Likely to Lead to 1968-Repeat; Can It End Differently?
Biden's cognitively-challenged debate performance increases the probability of a Trump landslide, with 10% import tariffs disrupting the world...
292 Views
US FOMC Projections Too Pessimistic; Two Rate Cuts Likely in 2024 as Inflation Abates
US M2 contraction (Dec'22-Mar'23) helped offset previous excesses. Core PCE inflation to stay below 2.6%YoY in H2CY24 (belying FOMC's latest...
85 Views
NDA (Not BJP) Wins 3rd Consecutive Term; Economic Reform Will Still Gain
NDA led by PM Modi wins 3rd consecutive majority, but BJP falls short. Modi dependent on TDP and JD(U) MPs for support. Economic reform likely to...
211 Views
India: Real GDP to Accelerate to 8.5% Growth This FY from Last Year's 8.2%
RGDP grew 8.2% in FY24, led by 9% growth in GFCF. PCE, up just 4% in FY24, is set to rebound strongly in FY25, helped by La-Nina-driven strong...
226 Views