Global Developments & Global Equities LOOMING PUNITIVE TARIFFS CLOUD RATING UPGRADE AND GST REFORMS Fed Chair Powell’s speech at the Jackson Hole symposium was quite dovish. There was a shift in focus to weakness in the labor market from persistently sticky inflation. U.S. equities and Bonds rallied post his speech,...
SOVEREIGN RATING UPGRADE, GST RATIONALIZATION TO BOOST SENTIMENT Major Market News Rating agency S&P raised India’s sovereign rating to BBB with Stable outlook from BBBwith positive outlook. It’s after 35 years that India. Rates, Risk & Returns: The Global Bond Pulse Global bond markets experienced mixed movements this week, reflecting...
Global Developments & Global Equities TRUMP PENALTY WEIGHS ON RUPEE, EQUITIES President Trump announced a 25% penalty on Indian imports for India’s purchases of Russian crude. The Indian government has said that targeting India is unfair, unjustified, and unreasonable. The tariffs are likely to impact 1% India’s GDP,i.e.. USD 40bn...
Global Developments & Global Equities DISAPPOINTING US NFP PRINT TRIGGERS RISK OFF; DOMESTIC ASSETSSPOOKED BY HIGHER THAN EXPECTED TARIFF RATE The Fed kept rates unchanged this week, along expected lines. However there were 2 Fed members who dissented (first time since 1993 that 2 members dissented) and voted in favor...
Global Developments & Global Equities S&P500 SOARS TO RECORD HIGHS, NEGATIVE EARNINGS SURPRISES WEIGH ON DOMESTIC EQUITIES Negative Earnings surprises and elusive trade deal with the US, with 1st August deadline approaching are keeping markets nervous. This resulted in domestic Equities and Rupee underperforming this week. Among Asian countries, Vietnam,...
Global Developments & Global Equities VOLS DROP AS EERIE CALM PREVAILS ACROSS ASSETS CLASSES Trump said this week that it is doubtful that he will fire Fed Chair Powell US Headline and core CPI were mostly in line with expectations, while Retail sales beat estimates. Market is pricing in 1.8...
Global Developments & Global Equities RECIPROCAL TARIFFS ANNOUNCED; INDIA ESCAPES LIST Trump announced reciprocal tariffs on countries with whom trade negotiations were stalling. This included 50% tariff on Brazil and 35% on Canada. India does not feature in that list. However there is a bill introduced by 2 Senators which...
Global Developments & Global Equities BIG BEAUTIFUL BILL BECOMES LAW; CONCERNS MOUNT OVER US FISCAL PATH Trump’s Big Beautiful Bill cleared the House after being cleared by Senate. It was signed into law by President Trump. This has raised concerns about US fiscal deficit growing and debt to GDP ballooning....
Global Developments & Global Equities S&P 500 ENDS AT RECORD HIGHS AS GEOPOLITICAL TENSIONS SUBSIDE Risk sentiment improved drastically as President Trump brokered a truce between Iran and Israel. The Fed proposed reducing the Enhanced Supplementary Leverage Ratio, which bodes well for large US banks. President Trump expressed displeasure with...
Global Developments & Global Equities DIRECT US INVOLVEMENT IN IRAN-ISRAEL CONFLICT MAY ESCALATE THE GEOPOLITICAL TENSIONS FURTHER Iran-Israel conflict continues to keep markets on the edge. The U.S. military carried out massive precision strikes on the three key nuclear assemblies in the Iranian regime: Fordo, Natanz and Isfahan. All 3...
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