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
BUSINESS
Services sector rebound fuels growth and inflation in developed economies
The flash PMIs show developed economies regaining momentum, despite rate hikes
BUSINESS
Whales devoured retail krill as crypto crashed
India among top three countries in crypto app downloads
BUSINESS
RBI report says the Union Budget is the seventh horse in the sun’s chariot
RBI Bulletin’s state of the economy report says the Indian economy has decoupled from the rest of the world, thanks to the Union Budget
BUSINESS
Moneycontrol Pro Weekender | The view from Beijing
We are mostly accustomed to sources other than China to know about China’s views on current geopolitics and geo-economics. Now, here's the view from Beijing
BUSINESS
Fund managers’ sentiment improves, but stagflation looms over global macro horizon
Bank of America survey of global fund managers finds ‘Long Chinese equities’ is now the most crowded trade
