Markets Stay Resilient, Upside Breakout Remains in Focus Global Developments: All three major central banks i.e. Fed, BoJ and BoE kept rates unchanged this week. However, there were hawkish dissents in all three committees US 10y yield is very close to this year’s high. The Dollar index however plunged this...
Markets Search for Direction as Earnings and Macro Forces Collide Global Developments: This time around Trump has not yet pivoted to a reconciliatory tone with Iran after an escalation and that keeps sentiment on the edge. US has struck Iran everyday for almost 2 weeks now. Ship Passage through SoH...
Domestic Markets Hold Firm as Global Equities Face Pressure Global Developments: US continued to strike Iran this week while Iran retaliated by striking US military bases in Kuwait and Bahrain. US has struck Iran for 7 straight days now. The versions of whether both sides will get back to the...
Fragile US-Iran Ceasefire Drives Market Volatility Global Developments: Strikes from both sides i.e. US and Iran followed by comments from Trump that ceasefire with Iran was over, jolted risk sentiment. Immediate ask from US is that Iran declare the SoH open to shipping and assure that they will not attack...
Staying Invested Through Global Market Shifts Global Developments: Reopening of the Strait of Hormuz and passage of vessels through the Strait drove down energy prices and therefore inflation expectations and global bond yields. De-crowding in Semicondictor names pushed US equities lower, stoking a contagion in Asian chip manufacturers as well,...
Markets Climb Wall of Worry as Liquidity Remains Supportive Global Developments: US-Iran interim peace deal was signed this week, opening up a 60 day deadline to reach a final deal. US and Iran will negotiate during this period, mainly on future of Iran’s nuclear program. We had 3 key central...
Bond Market Optimism Builds as Foreign Investors Return Global Developments: US-Iran headlines were volatile this week. We saw escalation and strikes being traded earlier earlier in the week but towards the end of the week there were positive statements coming in from US and Iran about a potential agreement for...
Domestic Equities Navigate Global Uncertainty Global Developments: Iran’s Supreme leader’s adviser said talks with US were deadlocked over USD 24bn in frozen Iranian assets. He warned of a wider war, saying Iran will give a new dimension to the war by expanding military operations beyond the SoH. A hotter than...
Risk Sentiment Improves Amid Cooling Oil Prices Global Developments: Prospects of US and Iran reaching an agreement to extend ceasefire for 60 days during which there would be unrestricted passage through SoH and negotiations on Iran’s nuclear program lift sentiment. Energy prices cooled off, leading to a rally in bonds...
Navigating Consolidation: Strong Domestic Flows, Elevated Yields & Opportunities Across Commodities. Global Developments: RBI intervened with a lot of intent this week in offshore and onshore, hammering down spot, pulling USDINR down from all time highs around 97. RBI intervention has flooded banking system with Dollars, creating a glut pushing...
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