Is the ultra-lax monetary policy of US Federal Reserve behind high oil prices? The 'Yes' camp argues that low interest rates - and recently QE, followed by QE2 and "QE Infinity" - depress the value of the dollar, pushing up oil prices.
Investors looking for more Federal Reserve intervention can pretty much ignore the economic data and train their sights on one area: the stock market, and how much of a drop it will take before the central bank comes to the rescue.
The global risk has every chance to remain intact, says Gary Baker (BoFA Merril Lynch) given what the ECB, Fed and recently Bank of Japan have done for the economy.
Speaking to CNBC-TV18, Abhay Laijawala, head of research at Deutsche Equities India says that this is the last time the government can present an economic Budget. “Next year, it will be an election Budget,” he says.
It has been an interesting week for the market. Today, the market may seem to have a little flatness indicated by global cues, says CNBC-TV18's managing editor Udayan Mukherjee.
If you look out at 2-3 years, in fact even 18 months horizon, I think we will look back at this moment as if we had been better off buying equities than not.
Those expecting Federal Reserve Chairman Ben Bernanke to pull a rabbit from his hat at a retreat for central bankers here on Friday may be in for a let down.
Will the US Federal Reserve, which earlier this month signaled it will keep rates near zero for the next two years to support a foundering recovery, see fit to do even more to bring the economy out of its funk?
Sara Johnson, Senior Research Director - Global Economics, IHS expects the Federal Reserve to come up with another round of quantitative easing (Q3) later this year.
When Federal Reserve Chairman Ben Bernanke takes the podium next week at the central bank's annual meeting in Jackson Hole, Wyoming, his sense of deja vu may be overwhelming.
The US Federal Reserve appears increasingly likely to embark on another round of monetary stimulus if the economy continues to lose momentum.
Bears are in the fray and sparing none, not even Indian market. Experts feel that the downtrend is likely to continue for some more time. On the fear of another downgrade post the US, markets across countries are facing severe selling pressure.
Wall Street rises on Bernanke policy comments
Gold hit record highs on Wednesday on safe-haven buying linked to the European debt crisis and the dollar weakened by hints of more economic stimulus from the Federal Reserve, while supply concerns drove most other commodities higher.
In an interview on CNBC-TV18, Ian Scott of Nomura says he is still underweight on India and emerging markets (EMs).
Anand Tandon, chief executive officer, JRG Securities expects TCS and HCL Tech to perform reasonbally well in this earnings season. However, he said that IT sector would be under severe pressure because of premium pricing
"The rally of almost 1,300 points in Sensex over the last three-four days has very little fundamental to back it up. So I doubt this is sustainable," Anantha Nageswaran tells CNBC-TV 18.
St Louis Federal Reserve President James Bullard said on Thursday that while the central bank's massive bond buying program impacted financial markets immediately, its effect on the broad economy will lag by as much as a year.
The Nikkei stock average fell nearly 1% on Monday, as euro zone debt worries weighed on markets before a crucial parliamentary vote due this week and after a sharp fall in overseas banking shares.
James Chirnside, Asia Pacific Asset Management citing his views to CNBC-TV18 said, "Our sense is that they will agree to adopt the austerity measures, package and on the back of that the European Union or the ECB and the IMF will then propose the funding package for the rollover which is due at the end of July."
The Federal Reserve will likely nod to renewed weakness in the US economy in a post-meeting policy statement on Wednesday, but don't expect policymakers to do anything about it any time soon.
Russell Napier, Strategist, CLSA agrees with India's apex bank, the RBI, that their rate hike of 25 bps was a step in the right direction. However, he suggests that the right time to buy into Indian equities is once the rate tightening cycle ends.
The S&P 500's 200-day moving average is the line in the sand as the bulls and the bears fight over the US stock market's direction. It will face one of its stiffest tests next week with Greece's debt crisis appearing to reach a climax.
Rajeev Malik, senior economist at CLSA, said that RBI's tone is not hawkish as in May and the central bank is likely to further hike rates in July’s policy; however, the rate hike may pause after that.
Philip Poole of HSBC Global Asset Management says that in the short-term, there are downside risks to the markets visible, though a few emerging markets, including India is starting to look attractive, valuation-wise.