BasisPointInsight.com - RBI’s Real Test Lies Beyond Rates in a War-Driven World by Madhavankutty G Oil shock, capital outflows and a fragile rupee are recasting policy limits, forcing the RBI to defend stability beyond rates alone. by Madhavankutty G, BasisPointInsight.com

4/4 And when markets probe the framework, not just the stance, what exactly are they discovering?

Read 𝐌𝐚𝐝𝐡𝐚𝐯𝐚𝐧𝐤𝐮𝐭𝐭𝐲 𝐆’s column for BasisPoint: 𝐑𝐁𝐈’𝐬 𝐑𝐞𝐚𝐥 𝐓𝐞𝐬𝐭 𝐋𝐢𝐞𝐬 𝐁𝐞𝐲𝐨𝐧𝐝 𝐑𝐚𝐭𝐞𝐬 𝐢𝐧 𝐚 𝐖𝐚𝐫-𝐃𝐫𝐢𝐯𝐞𝐧 𝐖𝐨𝐫𝐥𝐝

#IndiaEconomy #MacroInsights #BasisPointInsight

BasisPointInsight.com - Why Waste a Good Crisis: The Electrostate Model by Sharmila Chavaly What is an electrostate model, what does it require, and why does it offer a more resilient path than the one India is currently pursuing? by Sharmila Chavaly, BasisPointInsight.com

3/3 And in a world where energy security is increasingly about systems, not supply, can India afford to get the architecture wrong?

Read Part 2 of a three-part series by 𝐒𝐡𝐚𝐫𝐦𝐢𝐥𝐚 𝐂𝐡𝐚𝐯𝐚𝐥𝐲 — 𝐖𝐡𝐲 𝐖𝐚𝐬𝐭𝐞 𝐚 𝐆𝐨𝐨𝐝 𝐂𝐫𝐢𝐬𝐢𝐬: 𝐓𝐡𝐞 𝐄𝐥𝐞𝐜𝐭𝐫𝐨𝐬𝐭𝐚𝐭𝐞 𝐌𝐨𝐝𝐞𝐥

#EnergySecurity #MacroInsights #PolicyThinking

BasisPointInsight.com - India’s Case for Monetary Sovereignty in a Changing Order by Srinath Sridharan, Anand Venkatanarayanan The future of power in finance lies not in currencies alone, but in who controls how they settle. by Srinath Sridharan, Anand Venkatanarayanan, BasisPointInsight.com

4/4 Read 𝐒𝐫𝐢𝐧𝐚𝐭𝐡 𝐒𝐫𝐢𝐝𝐡𝐚𝐫𝐚𝐧 and 𝐀𝐧𝐚𝐧𝐝 𝐕𝐞𝐧𝐤𝐚𝐭𝐚𝐧𝐚𝐫𝐚𝐲𝐚𝐧𝐚𝐧’s column for BasisPoint: 𝐈𝐧𝐝𝐢𝐚’𝐬 𝐂𝐚𝐬𝐞 𝐟𝐨𝐫 𝐌𝐨𝐧𝐞𝐭𝐚𝐫𝐲 𝐒𝐨𝐯𝐞𝐫𝐞𝐢𝐠𝐧𝐭𝐲 𝐢𝐧 𝐚 𝐂𝐡𝐚𝐧𝐠𝐢𝐧𝐠 𝐎𝐫𝐝𝐞𝐫 👇

@ssmumbai.bsky.social

#IndiaEconomy #MacroInsights #BasisPointInsight

🔬 units even if nominal sales hold via price.

#Research #Markets #Consumer #MacroInsights

#Research #Markets #Consumer #MacroInsights

🔬 path.
- **FX spillovers:** USD can rally on credibility even with ambiguous policy; re-check **USD-sensitive earnings** and **EM USD-funding** scenarios; monitor **Fed vs BoE** divergence for GBP cross-moves.

#Research #Markets #Fed #MacroInsights

#Research #Markets #Fed #MacroInsights

Federal Reserve watch:
Jobless claims remain low → Fed unlikely to cut rates immediately.
Labor market strength keeps monetary policy data-dependent.
#FederalReserve #MonetaryPolicy #InterestRates #MacroInsights

🔬 #Markets #AI #MacroInsights

#Research #Markets #AI #MacroInsights (7/7)

The Fed’s bond-buying injects liquidity, lifts bank reserves, encourages lending, and pushes rates lower — classic QE in action. 👀

Hint: The Fed may not cut rates this December.

#Economy #Fed #QE #MarketUpdate #Trading #Investing #MacroInsights #News

June CPI due Tuesday may show tariffs starting to bite. Core inflation seen up 0.3%, but focus is on goods like autos, apparel, and furniture. Tariff impact could shape Fed rate path. #RecessionRisk #CostOfLiving #FYP #ApparelCosts #AutoPrices #MacroInsights #SupplyChainWatch #US

Perfectly said.
This isn't stimulus — it's debt-fueled denial.
Markets are floating on fumes while cracks deepen beneath.
Soft landing? More like numbing turbulence at cruising altitude.

Time to wake up before the descent. 🛬

#MarketReality #USDebtCrisis #Bonds #EquityBubble #MacroInsights

#Crypto

#Bitcoin long-term holders now hold 12.45 million BTC, marking the lowest level since July 2022. The current decline of 9.8% is less pronounced compared to drops of 15% in 2021 and 26% in 2017.

#MacroInsights