from MacroScope:

Weak growth may force India’s central bank to reconsider inflation focus

September 1, 2015

Reserve Bank of India Governor Raghuram Rajan speaks to The Economic Club of New York, in midtown ManhattanFor all its single-minded focus on lowering inflation, India's central bank may be forced to acknowledge slowing growth in Asia's third largest economy by cutting interest rates -- probably faster than it expected.

from Expert Zone:

Markets Weekahead: Short on cues, high on sentiment

By Ambareesh Baliga
August 16, 2015

(Any opinions expressed here are those of the author and not of Thomson Reuters)

The Nifty closed the week slightly lower at 8,518 but markets were volatile and threatened to break 8,350 levels before a spirited rally. Hopes of a rate cut by the Reserve Bank of India (RBI) ahead of its September monetary policy review and chances of a special parliament session for the Goods and Services Tax (GST) bill turned sentiment positive even as global cues remained weak.

from MacroScope:

Breakout for U.S. services economy?

August 6, 2015

It’s not very often you come across a chart like this. Usually this kind of thing happens once every 10 years or so.

from Expert Zone:

No economic case for another rate cut soon

By Rupa Rege Nitsure
July 30, 2015

(Any opinions expressed here are those of the author and not of Thomson Reuters)

There is no doubt that India’s growth has not picked up in line with expectations. In fact, most activity indicators -- whether it’s manufacturing growth, corporate earnings, power generation, passenger vehicle sales, exports growth or non-food credit offtake of commercial banks -- have shown increasing weakness in recent months.

from Morning Bid with David Gaffen:

What a Week!

July 10, 2015

The desire for the weekend would normally be among the motivating factors for hoping for a quiet day on Friday, particularly after the week the markets have endured - China continuing to melt down, Greece getting ready to go down the rabbit hole, the NYSE experiencing a three-hour halt as a result of a software update - if only the weekend didn't pose its own special danger. And before that, Janet Yellen stands in the way too, so the relief won't come for investors until that's done.

from MacroScope:

UK pay may be taking off but rates will stay grounded for a while yet

July 2, 2015

The Bank of England is seen through columns in LondonBritish wage growth will outstrip the Bank of England's forecast this year but that doesn't mean the first rate hike will come sooner.

from Expert Zone:

India Markets Weekahead: Surprise rally postpones a buying opportunity

By Ambareesh Baliga
June 21, 2015

(Any opinions expressed here are those of the author and not necessarily those of Thomson Reuters)

from MacroScope:

Brazil’s relentless rate hikes shielding economy from inflation bout

June 16, 2015

Employee arranges pricetags at vegetables work bench during the opening day of upmarket Italian food hall chain Eataly's flagship store in downtown Milan

Brazil's relentless series of interest rates hikes is successfully lowering inflation expectations - despite recent signs to the contrary, from lottery to tomato prices.

from Expert Zone:

India Markets Weekahead: Keep shopping list handy for panic days

By Ambareesh Baliga
June 14, 2015

(Any opinions expressed here are those of the author and not necessarily those of Thomson Reuters)

from Morning Bid with David Gaffen:

Change is in the air

June 8, 2015

We go into the week with the U.S. Treasury market having suffered its worst weekly run in three months; the benchmark 10-year Treasury saw its biggest jump in yield in nearly two years, basically dating back to the “taper tantrum” of 2013.