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Manas Chakravarty

Group Consulting Editor

Moneycontrol

MC Pro Weekender | A new narrative

BUSINESS

MC Pro Weekender | A new narrative

Stock markets are celebrating the turn in inflation, but the bond markets are looking at the coming slowdown

The Red Queen, nihilists and other insights from the MPC minutes

BUSINESS

The Red Queen, nihilists and other insights from the MPC minutes

Michael Patra’s forecast of growth averaging between 6-7 percent this fiscal year and the next is one cue that the markets need to take into account and adjust their earnings estimates accordingly

Why central banks may have to raise interest rates sharply to lower inflation

BUSINESS

Why central banks may have to raise interest rates sharply to lower inflation

The Bank for International Settlements says, "in an unequal society, income is concentrated in the hands of a few, whose consumption is high and largely insensitive to interest rate". That could limit the effectiveness of monetary policy 

Moneycontrol Pro Weekender | When Jerome Powell sneezes…

BUSINESS

Moneycontrol Pro Weekender | When Jerome Powell sneezes…

The prime concern of the Street is whether the Fed will go too far to keep inflation on a tight leash, potentially setting the stage for recession

Chart of the Day | The last time US financial conditions were this tight is in May 2020

BUSINESS

Chart of the Day | The last time US financial conditions were this tight is in May 2020

The Chicago Fed’s Adjusted National Financial Conditions Index is hovering around positive territory, which indicates financial conditions are about to get tight

Moneycontrol Pro Panorama | Humpty Dumpty

BUSINESS

Moneycontrol Pro Panorama | Humpty Dumpty

In today’s edition of Moneycontrol Pro Panorama: Retail rocks, where CGD firms stand, inflation headache, GuruSpeak and more

Peak inflation may be behind us, but how long will inflation stay sticky?

BUSINESS

Peak inflation may be behind us, but how long will inflation stay sticky?

The good news is that core inflation has come down month-on-month, despite strong growth momentum 

The reason for the sell-off in the markets, in one table

BUSINESS

The reason for the sell-off in the markets, in one table

A sharp upward revision of the US Fed’s likely rate increases has led to the fall in global markets 

Fear of the Fed

BUSINESS

Fear of the Fed

A research paper by Lawrence Summers finds that the disinflation the US Fed has to achieve today is similar to that of the Volcker years, which means a recession is on the cards 

Moneycontrol Pro Weekender | The Outlook for Growth 

BUSINESS

Moneycontrol Pro Weekender | The Outlook for Growth 

How will the growth trajectory shape up in days ahead? Going by the conflicting signals, there are no easy answers

RBI consumer survey | Buyers look to cut down spending on non-essentials

BUSINESS

RBI consumer survey | Buyers look to cut down spending on non-essentials

In May 2022, only 27.5 percent of respondents said they will increase spending on discretionary items in the year ahead. In contrast, 34.1 percent said they will reduce spending 

Capacity utilisation in March quarter highest since Q4 FY19

BUSINESS

Capacity utilisation in March quarter highest since Q4 FY19

While increased capacity utilisation is a sign of economic recovery, it also raises pricing power, allowing firms to pass on input cost increases

Despite hike, real repo rate is around the same level as a year ago 

BUSINESS

Despite hike, real repo rate is around the same level as a year ago 

If we consider a positive real policy rate as an indication of normal policy, we have a long way to go and growth will continue to be supported by loose monetary conditions

GDP data | Economy limps back, with capex as crutch 

BUSINESS

GDP data | Economy limps back, with capex as crutch 

GDP numbers show weakness in private consumption, which grew by a mere 1.8 percent year-on-year during the quarter 

Rahul Gandhi’s Cambridge interview shows how out of touch he is with the mood of the nation

BUSINESS

Rahul Gandhi’s Cambridge interview shows how out of touch he is with the mood of the nation

He spoke on China offering ‘the idea of prosperity’, but the facts on the ground say otherwise

Moneycontrol Pro Weekender | History lessons

BUSINESS

Moneycontrol Pro Weekender | History lessons

Why do investors turn to history when the chips are down, but ignore it resolutely during bull markets?

The real reason for the Quad

BUSINESS

The real reason for the Quad

The IMF forecasts the Chinese economy will be 94 percent of the US by 2027

The one chart that shows Modi government’s performance over the past 8 years

BUSINESS

The one chart that shows Modi government’s performance over the past 8 years

India’s share in global GDP, in purchasing power parity terms, has been rising steadily

Flash PMIs show growth slowing, but inflation remains very strong

BUSINESS

Flash PMIs show growth slowing, but inflation remains very strong

While the easing of COVID restrictions and pent-up demand are still holding up growth, there are signs that high inflation is affecting demand 

Moneycontrol Pro Weekender | People’s Bank of China rides to the rescue 

BUSINESS

Moneycontrol Pro Weekender | People’s Bank of China rides to the rescue 

The central bank of China – an outlier in these times of quantitative tightening – has eased its policy to salvage the Chinese economy. And the messaging is not lost on global growth

What the MPC minutes say about future rate hikes

BUSINESS

What the MPC minutes say about future rate hikes

Jayanth Varma says more than 100 basis points of rate increases need to be carried out very soon 

Global fund manager survey says it’s time for a bear market rally

BUSINESS

Global fund manager survey says it’s time for a bear market rally

The Bank of America survey of global fund managers points to extreme bearishness, indicating a bounce, but it says full capitulation hasn’t yet been reached

Moneycontrol Pro Panorama | Catch-22 for markets 

BUSINESS

Moneycontrol Pro Panorama | Catch-22 for markets 

In today’s edition of Moneycontrol Pro Panorama: A quality bet, PPL’s tryst with market, what Adani buy means, Guruspeak and more

Moneycontrol Pro Weekender | Inflation shock 

BUSINESS

Moneycontrol Pro Weekender | Inflation shock 

High inflation will sooner or later take a toll on demand

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