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January 14, 2024
The current market rally indicates that consensus is expecting a more than 75bps rate cut in fed funds rate, says Kedar Kadam.
January 13, 2024
In the long run, inequality is a big factor in driving stock prices up
January 6, 2024
The year 2024 began on a party mode as Powell-led US Fed hinted at a dovish stance.
December 30, 2023
A tongue-firmly-in-cheek account of what could happen in 2024
December 23, 2023
Jay Powell meets the ghosts of markets past, present and future
December 16, 2023
If Powell succeeds in steering the US economy to a soft landing, it will be a remarkable achievement, and history will know him as the Wizard of the Fed
December 9, 2023
Stock markets have been unusually resilient, is there a last straw here? We don’t know.
December 2, 2023
Thursday’s GDP data followed by Friday’s PMI print support the strengthening of India’s economic outlook. India’s Q2 GDP growth came in hot at 7.6 percent, much higher than the RBI’s estimate of 6.5 percent. If the central bank could get it so wrong, maybe forecasters could console their own misses.
November 25, 2023
The Finance Ministry monthly economic review says increasing exposure of retail investors to mutual funds and equities has resulted in a wealth effect, supporting consumption
November 18, 2023
Its that time of the year when economists and market strategists start making their forecasts for the year ahead