Last week marked the inflection point many market pundits…
Last week marked the inflection point many market pundits…
Gold has lost its year to date gains post Friday’s blockbuster US jobs data.
The path to US monetary policy normalization is becoming clearer.
On equity strategy, I have maintained that we have reached a point where the risk-off move of the previous years.
Indian equity market party showing no signs of losing steam with benchmark indices…
It is official- the zero-interest rate policy (ZIRP) era is here to stay. After the US Federal Reserve, Bank of…
There are five central bank meetings next week but the European Central Bank’s monetary policy announcement will be the most…
Raghuram Rajan has been constantly urging major central banks, particularly the US Federal Reserve…
Over the past few months, China has been under the economic spotlight over the PBOC intervention in the foreign exchange…
Financial system is simply not ready to absorb US real rates heading higher at this point of time.
The real interest rate captures the opportunity cost of holding gold relative to other risk-free assets which provide a return.
One might think that the Zero Interest Rate Policy (ZIRP) era is coming to an end. The US Federal Reserve…
Militant insurgency and violence in Iraq have put the brakes on the great Indian stock markets rally. Investors are weighing…