Global Development Nifty rises for 3rd straight week, India volatility index drops to an all-time low. The Fed cut rates along expected lines by 25 basis points and indicated a cut at each of the remaining two Fed meetings for the year. Expectations of Fed cuts are keeping the risk...
Global Development & Global Equities Risk sentiment recovers as market sees faster Fed easing. The US August CPI print was in line this week, while the US PPI surprised on the downside. The market is pricing in a cut at each of the next 3 Fed meetings this year. The...
Global Developments & Global Equities WALMARTS’ NEGATIVE OUTLOOK SPOOKS SENTIMENT ON WALL STREET, NIFTY ENDS WEEK BELOW CRUCIAL 22800 SUPPORT. It was a steady week regarding price action without major data/events/comments. US S&P Global Feb Services PMI missed expectations and slipped into contraction territory for the first time since Jan’23....
Global Developments & Global Equities DOLLAR WEAKENS, AND RISK SENTIMENT IS POSITIVE DESPITE RECIPROCAL TARIFFS, HAWKISH POWELL, AND HIGHER US CPI. It was an action-packed week with US President Trump announcing reciprocal tariffs, PM Modi visiting the US, Fed Chair Powell testifying in Congress and US CPI and Retail sales...
Global Developments & Global Equities Trump’s comments on reciprocal tariffs dampen sentiment into the weekend. US Jan jobs report was solid. Though the headline NFP print missed expectations, the previous print was revised even higher, and wage growth surprised the the upside. This caused the Dollar to strengthen. Key data...
Global Developments & Global Equities BONDS SELL OFF GLOBALLY ON INFLATION CONCERNS AND PUSH BACK IN FED RATE CUT EXPECTATIONS. US jobs report beat expectations. Headline NFP print came in at 256k against 165k expected. The unemployment rate too came off to 4.1% from 4.2% in November. This has further dampened Fed Rate...
Global Developments & Global Equities NERVOUS START TO 2025 AMID EUROPE, CHINA GROWTH CONCERNS, UNCERTAINTIES AROUND TRUMP’S POLICIES. Activity in markets globally was limited this week due to the holiday season. The first few sessions seem to have begun with investors and traders being cautious. News of Russia shutting off the gas...
Global Developments & Global Equities ‘CAUTIOUS OPTIMISM’ IS THE THEME FOR 2025 AFTER A STELLAR 2024 FOR GLOBAL EQUITIES. 2024 has been a remarkable year indeed. We have had a cocktail of geopolitical uncertainty, political uncertainty, and economic uncertainty, and despite that, equities have had a stellar year globally. On the other...
HAWKISH FED, US DEBT CEILING CONCERNS DASH HOPES OF SANTA CLAUS RALLY This week, the Fed delivered a 25bps cut as expected, but it sounded extremely hawkish. It predicated further rate cuts on progress on the inflation front. It indicated only 2 cuts in 2025. To put things in perspective, just a couple...
Global Developments & Global Equities DOMESTIC EQUITIES CONTINUE TO DEMONSTRATE RESILIENCE; AND STAGE A PHENOMENAL INTRADAY RECOVERY ON FRIDAY. The US October CPI print this week came in line with expectations. CPI growing at 0.3% on a MoM sequential basis however indicates that progress on the inflation front, in its journey towards the...
Multi-Asset Weekly Newsletter
Global Development Nifty rises for 3rd straight week, India volatility index drops to an all-time lo...
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