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...
Global Developments & Global Equities ISRAEL STRIKING IRAN DAMPENS RISK SENTIMENT Most US data until Thursday ( ADP, jobless claims, ISM manufacturing and service PMIs) had come in weaker than expected, but the tables turned on Friday with Israel launched air strikes on Iran to prevent Iran from developing Nuclear...
Global Developments & Global Equities BIG BEAUTIFUL BILL CLEARING THE HOUSE SENDS JITTERS THROUGH BOND, EQUITY MARKETS Trump’s tax bill cleared the House of Representatives through the most slender of margins. The bill now advances to the Senate where it needs to get a simple majority I.e. 51 votes. There...
Global Developments & Global Equities RISK ASSETS RALLY AS TRADE UNCERTAINTY DIMINISHES Risk sentiment improved this week as trade tensions eased. US and China agreeing to reduce tariffs for a 90 day window over last weekend and approach trade talks constructively comforted markets. Prospects of a US-Iran nuclear deal also...
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