Notes from Vijay Gaba's Diary

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Showing posts with label tariff. Show all posts
Showing posts with label tariff. Show all posts
Thursday, July 31, 2025

Powell refuses to toe the Trump line, India stay guarded

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  The Federal Open Market Committee (FOMC) of the US Federal Reserve (Fed) maintained its policy rates at 4.25% to 4.5% range, by a majority...
Thursday, July 24, 2025

Two random thoughts

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Antimicrobial resistance becoming ominous Antimicrobial resistance (AMR) is fast emerging as one of the most ominous health concerns at glob...
Tuesday, July 15, 2025

A method in madness

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It is a common adage amongst the financial market participants that “When America sneezes, the rest of the world catches a cold”. The origin...
Thursday, July 10, 2025

A Tremendous Day in the White House – The Best Ever!

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  Trump: Hey Susie, you’re looking absolutely fantastic, nobody does it better! How’s the morning going? Did my posts on Truth Social and th...
Wednesday, July 9, 2025

India’s US$736.3bn debt challenge: Can it weather a US tariff storm?

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  India’s external debt hit US$736.3bn by March 2025, a 10% jump from last year, with a significant portion (over 41%) of the debt maturing ...
Tuesday, July 8, 2025

US$703bn may be just enough

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The Reserve Bank of India holds US$702.78bn in foreign exchange reserves. In the popular macroeconomic analysis, especially in the context o...
Tuesday, May 27, 2025

The story so far

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The script in the US is playing mostly on the expected lines (see   here   and   here ). Department of Government Efficiency (DOGE) – crash ...
Wednesday, April 9, 2025

Tariff Tantrums – Where do we stand?

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The global markets are shaken by the trade war initiated by the US by announcing arbitrary unilateral tariffs on all of its trade partners. ...
Tuesday, March 11, 2025

The master failing the first test

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Ever since the self-proclaimed master in the “art of deal making” re-entered the White House, January 2025, after a hiatus of four years, th...
Wednesday, February 5, 2025

3D view of market – Deleveraging, Demographics and Deflation

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“There are events in the womb of time, which shall be delivered in time”.   (Othello, William Shakespeare) Beginning of the current year, I ...
Thursday, January 23, 2025

New chapter in Indo-US relations

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Mr. Donald Trump has chosen to take some time before speaking with his Indian counterpart Mr. Narendra Modi. Trump has chosen to call the Ch...