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Asia s Biggest Rate-Hike Bets Mount in India as Swaps Surge

Asia’s Biggest Rate-Hike Bets Mount in India as Swaps Surge Bloomberg 3/10/2021 Subhadip Sircar (Bloomberg) The global economic recovery is fueling speculation central banks will soon be shifting into tightening mode nowhere more so than India. Five-year interest-rate swaps jumped 63 basis points in February, the biggest advance since the 2013 taper tantrum, reflecting growing expectations of a tighter monetary policy. Swap rates signal India will see the most rapid tightening of any nation in Asia, according to Standard Chartered Plc. Fears of a resurgence in inflation driven by rising oil prices is adding to the speculation. © Bloomberg Swap rates have jumped toward bond yields in rate-hike signal

Rate-Hike Bets in India Escalate in Presage of Global Tightening

Mar 12 2021, 7:13 AM March 10 2021, 6:30 AM March 12 2021, 7:13 AM (Bloomberg) The global economic recovery is fueling speculation central banks will soon be shifting into tightening mode nowhere more so than India. (Bloomberg) The global economic recovery is fueling speculation central banks will soon be shifting into tightening mode nowhere more so than India. Five-year interest-rate swaps jumped 63 basis points in February, the biggest advance since the 2013 taper tantrum, reflecting growing expectations of a tighter monetary policy. Swap rates signal India will see the most rapid tightening of any nation in Asia, according to Standard Chartered Plc. Fears of a resurgence in inflation driven by rising oil prices is adding to the speculation.

Reserve Bank loosens grip on yields at auction to leave traders guessing

Rising yields at India’s latest government bond auction are signaling the central bank may be reluctantly accepting higher borrowing costs amid a global rout. The Reserve Bank of India sold some of 10-year debt at 6.22 per cent on Friday, compared with about 6 per cent in previous auctions. That’s after a spike in U.S. Treasury yields and oil prices pushed borrowing costs higher globally. The RBI has allowed yields to adjust higher due to global reflationary pressures, said Shailendra Jhingan, chief executive at ICICI Securities Primary Dealership Ltd. They are allowing an orderly evolution of the yield curve without any fixed target where yields should be.

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