Domestic conditions support another rate cut by the RBI. For markets to wear a bigger smile, however, much depends on this one source of funds delivering the goods
Outperformance of Indian equities on the cards, but USD/INR may remain rangebound
Trump himself told reporters that he expected to make a decision on the nominee before the end of the year
Shares in Japan, South Korea and Australia all rose at the open after Fed Chair Powell’s concerns about a weakening labor market reinforced investors’ expectations for a rate cut in October
A report Friday showed the personal consumption expenditures price index excluding food and energy rose 0.2% in August, compared with 0.3% in July
Powell offered no hints on whether he might support a rate cut at the Fed’s next meeting, in October
Shares in Japan and South Korea rose while Australia lagged.
The labour demand has softened, with unemployment risk rising and job gains slowing, US Fed Chair Jerome Powell said after a widely anticipated 25 basis points rate cut.
US Fed Chair Jerome Powell said there was no widespread support of a larger than 25 basis points rate cut at the FOMC September 2025 meeting.
The US Fed's 25 bps rate cut marked the first cut of President Donald Trump’s second term and came amid signs of labour market weakness and persistent inflation pressures.
The US Federal Reserve on Wednesday lowered its benchmark interest rate by 25 basis points to a range of 4.00-4.25 percent, its first cut since December 2024.
As the FOMC meets on September 16-17, 2025, the BIS’s stark warnings about fiscal risks and market exuberance cast a shadow over expectations for dovish rate cuts
The policy pivot will take place amid unrelenting pressure from President Donald Trump, who has pushed for a “big cut” this week
Trump has been putting pressure for months on Fed Chair Jerome Powell to cut rates and repeatedly encouraged him to resign
A cut this week, however, won’t necessarily set the Fed on a smooth glide path to lower rates
The standoff over Fed policy, pitting Trump’s strident calls for lower borrowing costs against Chair Jerome Powell’s concerns about tariff-driven inflation, hangs over the meeting
Bessent has intentionally taken a more hands-off approach, compiling a list of nearly a dozen candidates, but is not expected to push any one candidate
Treasury Secretary Scott Bessent, who is helping run the search, says the Fed's "policymaking arrogance" has caused missteps
Trump on Monday sought to fire Lisa Cook, the first Black woman appointed to the Fed's seven-member governing board
Trump said Tuesday he’s ready for a legal fight over his attempt to oust Fed Governor Lisa Cook, and looking forward to having a ‘majority’ on the central bank’s board.
A JPMorgan note has said that TCS may see growth recovery from the second half of FY26, and the stock has underperformed Nifty and Nifty IT owing to earnings downgrades.
Jerome Powell's dovish Jackson Hole speech triggered a market rally despite CME probabilities showing September rate cut odds actually fell from 85 percent to 75 percent, revealing the underlying economic concerns that create a precarious balancing act for investors
A softer dollar is also in play, with pressure on rates making dollar-denominated investments less attractive and likely prompting capital flows toward Asia
The S&P 500 Index rebounded from a five-day slide, rising as much as 1.7%, while the Russell 2000 surged 4% on the back of rate- and economically-sensitive stocks.