BUSINESS
The markets do not believe the Fed
The markets not only believe that the peak in the Fed Funds rate has been achieved, but also that the central bank will be forced to cut rates soon, in sharp contradiction to Jerome Powell’s statement that rate cuts were not being considered
BUSINESS
The BIS’s warning about risk to financial institutions from higher interest rates was ignored
A report by the Committee on the Global Financial System in 2018 said that a sharp rise in interest rates after a prolonged period of very low rates would destabilise banks, insurance companies and private pension funds
BUSINESS
Moneycontrol Pro Weekender: Mary Poppins and the banking crisis
What is the connection between the banking crisis, Mary Poppins and Ben Bernanke's bottle of scotch? Read on to know
BUSINESS
Why the Fed raised rates despite tighter credit conditions
The US Fed is flying blind. On the one hand, it says it doesn’t know to what extent financial conditions have tightened. On the other, it raises the Fed Funds rate by 25 basis points
BUSINESS
Moneycontrol Pro Panorama | Banking crisis: Will Powell pause?
In today’s edition of Moneycontrol Pro Panorama: India likely to maintain growth momentum, gold is back in the limelight, China's own banking problems, cautious fund managers prefer to sit on cash, and more
BUSINESS
Systemic credit event in US shadow banks the biggest tail risk for markets
As the markets wait for the Fed announcement, the message from the latest Bank of America survey of global fund managers is that while inflation is likely to come down and growth will slow, the biggest tail risk is of a credit event in US shadow banks and also of inflation remaining high
BUSINESS
India’s growth will not slow down: RBI Bulletin’s state of the economy report
The report says, markets are bracing for tighter financial conditions which could present a trade-off between financial stability concerns and the conduct of disinflationary monetary policy
BUSINESS
How many banks are at risk of failure in the US?
A research study published by the NBER says its large proportion of uninsured deposits led to the run on Silicon Valley Bank. It estimates that if even 10 percent of uninsured depositors decide to withdraw their money, 66 banks would fail in the US, with about $210 billion of assets
BUSINESS
Three charts that illustrate the US banking crisis
The markets are pricing in a 100 basis point cut in the Fed Funds rate in one year
BUSINESS
Moneycontrol Pro Weekender: The world on edge
Bonds in the US and Europe are behaving like penny stocks. Does it signal a regime change for financial markets?
BUSINESS
India’s exports are not doing badly, given the global slowdown
India’s non-petroleum non-gold & silver imports, however, could point to a slowdown in domestic demand
BUSINESS
The mysterious charm of Neiphiu Rio
Nagaland, according to the Periodic Labour Force Survey for 2021-22, has one of the highest unemployment rates in the country
BUSINESS
Core inflation continues to remain elevated, cementing April’s rate hike
Next month should see lower headline inflation due to a high base, but even so RBI’s estimate for the quarter will be below the actual inflation number
BUSINESS
Moneycontrol Pro Panorama | The Fed puts out the forest fire… after starting it
In today’s edition of Moneycontrol Pro Panorama: US losing its influence in the middle east, India on its way to be a semiconductor major, new HUL chief has his hands full, is India ready for faster trains, and more
BUSINESS
Moneycontrol Pro Weekender: Between the Fed and a hard place
The Fed is caught between combating inflation and worries over a financial mishap
BUSINESS
Moneycontrol Pro Weekender: A reassuring view
A longer term view suggests that growth in GDP is very different from the year-on- year figures
BUSINESS
Moneycontrol Pro Panorama | GDP numbers sharpen central bank’s dilemma
In today’s edition of Moneycontrol Pro Panorama: China’s play in Middle East discomforts Iran, workers in informal sector rising, lessons for businesses from Ukraine conflict, shipping containers have a story to tell, and more
BUSINESS
Share of workers in informal sector is on the rise. What explains this jump?
PLFS data say that while the percentage of workers in informal employment in the non-farm sector was 68.2 percent in 2018-19, it increased steadily to 71.8 percent in 2021-22
BUSINESS
Is the economic recovery running out of steam?
Consumption growth in the December 2022 quarter was a dismal 2.1 percent, which is projected to fall further to 1.5 percent in Q4
BUSINESS
Average earnings from employment in India and their growth
Average gross earnings from self-employment were substantially lower than income from salaries, both in rural and urban areas
BUSINESS
BIS quarterly review: Markets need to listen to the message of central banks
Investors’ expectations about future policy rate paths are in contrast to central bank communications
BUSINESS
What the Q3 corporate results tell us about GDP growth
Real GVA growth for the December 2022 quarter for the services sector may disappoint while that for manufacturing may be slightly better than the September quarter performance
BUSINESS
Moneycontrol Pro Weekender: War and Peace
One year on, the endgame for the Ukraine war is nowhere in sight, but Mr Market is holding up despite signs of stress in between
BUSINESS
Moneycontrol Pro Panorama | Fed and RBI on the same page, more rate hikes likely
In today’s edition of Moneycontrol Pro Panorama: Impact of global slowdown casts shadows on India realty, ethanol’s rude health cause of concern, pharma companies get a breather, and more
