BUSINESS
What slowdown? Developed economies blaze a growth trail, beat rate hikes
The Flash Composite PMIs show that the US, the UK and the Eurozone saw growth accelerate this month. That should lead to more monetary tightening
BUSINESS
RBI paper: Signs of disinflation, but demand-pull inflation gaining traction
With growth continuing to be robust, it’s no wonder that demand pull inflation is rising. That is why the RBI paper says the RBI must be ‘in readiness to address the rising sensitivity of inflation to demand pull’
BUSINESS
Moneycontrol Pro Weekender: Things fall apart
The mainstream is coming around to the view that geopolitics will result in a fragmented global economy and we will not go back to business as usual
BUSINESS
'Amerindia' in the making? India's bonds with the US extend beyond politics
In the last four years, India’s holdings of US Treasuries have gone up by 60 percent
BUSINESS
Many shades of inflation: The assault on rural wages
Real rural wage growth has been negative or marginally positive since 1998, except for a brief period between 2010 and 2014
BUSINESS
India third largest contributor to global growth, but way behind China
China’s contribution to global GDP growth in 2023 is likely to be 23.8 percent, against India’s 6.6 percent, according to IMF projections
BUSINESS
India’s projected increase in per capita GDP is one of the lowest in Asia
India will have to grow much faster if it is to catch up with the per capita GDP levels of the countries we like to compare ourselves with in the region
BUSINESS
Moneycontrol Pro Weekender: Have the facts changed?
The MPC decision to pause is a bet on lower global growth and inflation
BUSINESS
Moneycontrol Pro Weekender: India’s decade
World Bank says India could be a beacon of light in a darkening world
BUSINESS
Flash PMIs show strong growth in major advanced economies, despite banking panic
Most of the growth has been in the services sector, while manufacturing has been contracting
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
