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  • Higher for longer

    Higher for longer

    Two events. One, US government shutdown is looming from Oct 01.

  • Chinese wall of stimulus

    Chinese wall of stimulus

    Do you believe in China story? Do you think Chinese economic stimulus will speed up the recovery? If your answer is…

  • The US dollar Vs Chinese stimulus

    The US dollar Vs Chinese stimulus

    Retail sales in the US rose more than expected. Producer prices, led by energy, surprised on the upside.

  • Economy, out of woods?

    Economy, out of woods?

    Over the long term, China is expected to sustain moderate growth, but as of now, there does not seem to have a quick…

  • Soft landing before hard landing?

    Soft landing before hard landing?

    Friday was a bit of confusing. US Payrolls data indicated growth in employment, though accompanied by a dip in wage…

  • Thursday Vs Friday

    Thursday Vs Friday

    Thursday - Shrinkage in China's manufacturing sector, poor demand; a strong dollar - negative sentiment everywhere…

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  • Cocktail of cooling labor market and degrowth in the GDP

    Cocktail of cooling labor market and degrowth in the GDP

    Yesterday’s GDP numbers showed the U.S.

  • Uninvestible

    Uninvestible

    When the country slaps exorbitant fines without any explanation, raids your premises under unclear counterespionage…

  • Lack of market-moving cues

    Lack of market-moving cues

    The market continued to track Powell’s speech last week. Do you think 25 points rate hike in Nov possible? Market…

  • Market weighs inflation risk

    Market weighs inflation risk

    India had a reason to cheer up today. Moon has got two points today.