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...
Global Developments & Global Equities RBI LENDS A HELPING HAND TO BANKS, LOWERS CRR, AND FACILITATES DEPOSIT MOBILIZATION US ISM services PMI came in much weaker than expected this week. The November jobs report however was along expected lines and further underscored the resilience of the US economy and labor market. University of Michigan’s...
Global Developments & Global Equities INDIA Q2 GDP SHOCKER PUTS NEXT WEEK’S POLICY IN SPOTLIGHT India’s Q2 GDP print was a big negative surprise, coming in at 5.4% against consensus expectations of 6.5% and the RBI estimate of 7%. The GVA print came in at 5.6% against the expected 6.3%. The...
Where Has India’s Money Moved Over the Years? A Look at Asset Class Trends
The story of wealth in India is one of a profound and ongoing transformation. For decades, the flow...
Billionz Global Newsletter
Global Developments & Global Equities VOLS DROP AS EERIE CALM PREVAILS ACROSS ASSETS CLASSES Tru...
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