Aug 11, 2025 5:34 am
• Global growth data beating expectatations and inflation still to the low side has helped markets • US CPI due this week a test, but in reality too early to tell of likely inflation pass through from tariffs • The nomination of Stephen Mirran to the FOMC a sign of the times • Credit markets…
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Aug 6, 2025 7:06 am
• President Trump springs bad surprises on tariffs and integrity of US economic data • Effective tariff levels are heading towards the levels announced in April • Global growth is slipping, and central bankers may move cautiously going forward • The US will likely pay for undermining the integrity of its economic data in higher…
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Aug 5, 2025 10:00 am
In July 2025, the aggregate data played to good returns for equities and bonds. the global economic growth landscape exhibited a nuanced blend of resilience and underlying challenges. The ongoing front loading of activity as companies and to some degree consumers scarmbled to avoid the forthcoming impact of tarffs led ot stronger than expected growth….
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Jul 31, 2025 11:26 am
Macro good | Micro to improve gradually The Nifty 50 extended its winning streak for the fourth straight month in June 2025, rising 3.1% to close at 25,517, marking its first close above the 25,000 mark since September 2024. Year-to-date, the index has returned 7.9% in CY 2025. Over the past 12 months, large-cap and…
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