Rate Cut

India’s retail inflation eased sharply to 0.25 percent in October, its lowest level in the current series that began in 2013, down from 1.44 percent in September.

GDP for H1FY26 seen at 7.4 percent with full-year growth at 6.8 percent, says UBS note

UBS expects India's nominal GDP growth to decelerate to 8.5 percent in FY26, lowest since FY20 (excluding the pandemic), with space for another 25 bps rate cut by the Reserve Bank (RBI) in FY26, before a pause in FY27.

Benign CPI inflation revives rate cut hopes, RBI to weigh growth data before decision

According to economists, the recent easing of inflation cannot be interpreted as a signal of weak demand or an imminent growth slowdown. The drop in inflation is likely due to supply-side improvements and favourable base effect rather than a broad-based economic slowdown.

Rate cut relief or more confusion: What the Fed’s move means for India’s markets

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

A health check for interest rate-sensitive stocks

The upcoming MPC meeting will play a key role in determining how stocks that are sensitive to interest rate movements perform

The US Fed blinks, time to buy equities?

The Fed’s 25 bps rate cut with more expected in 2025 raises hopes of better times for equity investors 

A weak dollar threatens the Fed’s rate-cut magic

Greenback is weighed down by expectations of lower rates and threats to central bank independence

Will the Fed ignore BIS’s bubble concerns as markets bet on rate cuts?

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

Ruchir Sharma: Why the Fed should not cut rates now

Amid loose financial conditions and a bubbly market, it’s exactly the wrong time

GST cuts will impact nearly 14% of inflation basket, essential and household goods to benefit the most

Inflation in these items rose to a nine-month high of 3.6 percent in July from 3.3 percent in June

GST reform a timely stimulus, may pave way for further RBI easing, say economists

Experts believe the GST reform will act as a cushion against tariff-related uncertainties, and should the US levies ease, the combined tailwind along with Centre's fiscal support and easier monetary conditions could lift confidence across manufacturing supply chains.

Gold races to all-time high above $3,500 on US rate cut prospects

Spot gold was steady at $3,476.48 per ounce as of 0947 GMT, after hitting a record high of $3,508.50 earlier in the session. Bullion has gained 32% so far this year

Powell’s dovish pivot brightens analyst views on Asian markets

A softer dollar is also in play, with pressure on rates making dollar-denominated investments less attractive and likely prompting capital flows toward Asia

An 8-year low retail inflation is more arithmetic than rate cut signal

Can a declining inflation and a rising one trigger the same central bank response?

Reserve Bank sends conflicting signals with surprise moves

The Reserve Bank of India surprised analysts last week by cutting interest rates more than expected and announcing a cash boost for banks

Do we have enough positives to brace global uncertainty? | Beyond Averages

After the stellar growth numbers on May 30, followed by an emphatic GST collection data, RBI last week delivered another positive surprise with a 50-bps rate cut. With a record dividend providing government room to spend on capex, and tax cuts helping urban demand, will RBI cuts provide further boost to the economy. More important, can India keep its tryst with destiny to become a developed country by 2047 or does it risk falling into a middle-income trap? Watch Ishaan Gera in conversation with Rajnish Gupta, Partner, Tax and Economic Policy Group, EY India and Paras Jasrai, associate director, India Ratings and Research.

Lost in transmission

Personal credit will still be the key to a credit boom if it happens, especially after the RBI backtracked on some of the tough regulatory measures that had stymied gold loans and lending to NBFCs earlier. But all of this depends on how much and how quickly rate cuts transmit through the credit system, which remains a moot question

A jumbo cut and all accoutrements to meet growth aspirations

Cutting CRR at a time when financial system liquidity is already in a surplus indicates a clear bias to use policy levers to move interest rates in the economy structurally lower and boost credit demand as domestic consumption grows in tandem with aspirational growth trajectory for the economy

Frontloaded rate cut and CRR cut to push banks to lend 

Constraints in deposit mobilization and high cost of retail deposits, and a fear of downward re-pricing of the fresh loans upon rate cuts in future weighed upon the lending decisions of the banks. With a 50-bps cut in the repo rate to 5.5%, a 100-bps cut in CRR to 3.0% and a change in stance to Neutral, the MPC has tried to address both the issues

Repo rate cuts may drive HNI investors towards Real Estate AIFs, say experts

AIFs are privately pooled funds that invest in non-traditional assets like private equity, hedge funds, and real estate. They offer niche, high-risk, high-reward opportunities suited for experienced investors.

The case for a Fed rate cut

If persistent inflation or unanchored expectations are not in the offing, that gives the Fed more room to cut at the first whiff of trouble in the job market

RBI's 50 bps rate cut may finally give an impetus to affordable housing, say experts

The central bank started its rate-cutting cycle from its February policy meeting, when the repo rate stood at 6.5 percent. However, the cuts did not translate into an immediate impact on EMIs

MPC cuts repo rate, signals more easing as US tariffs cloud global outlook

Easier monetary policy along with durable liquidity infusion will help ease financial conditions and enhance supply of credit in the economy

Can a rate cut boost stock markets?

The RBI’s upcoming policy decision has traders and investors on edge—will interest rates be cut, and if so, will the benefits actually reach borrowers? While markets have surged in anticipation, the real impact of a rate cut is far more complex than it seems