India: Inflation Likely Averaging 3.2%YoY in Apr-Dec'25 Will Allow 100bp of Rate Cuts
Feb'25 CPI inflation at 3.6%YoY due to lower food prices, expected to stay below 3.5%YoY for next 6 months. Policy rate to decline by 100bp in Apr...
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US: Trump Disinflation Evident in Feb'25, Likely to Continue as DOGE Cuts Flow In
US CPI inflation lower than expected, core inflation at 46-month low. Crude oil prices contained, DOGE impact on spending/job cuts to offset...
132 Views
Germany: Merz Call for 'independence from America' Could Be Ill-Timed Self-Goal
Chancellor-elect Merz is mounting an improbable bid to achieve 'independence from America', as the requisite boost to defence/infra spending...
312 Views
India: Our View About Inflation Vindicated in Jan'25, Paving Path to Faster Rate Cuts
Jan'25 inflation in line with our forecast but already lower than RBI forecast for Jan-Mar'25 quarter. We expect up to 100bp of further rate cuts...
238 Views
India: RBI to Cut 75bp More, and BJP Delhi Win to Spur 8% RGDP Growth Post Tax Cuts
RBI's 25bp cut likely to be followed by 75bp more by Aug'25 as inflation recedes. Delhi election to boost urban governance, and income tax cuts...
275 Views