Notes from Vijay Gaba's Diary

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Showing posts with label yield curve. Show all posts
Showing posts with label yield curve. Show all posts
Thursday, April 17, 2025

Looking beyond Mr. Bond

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Continuing from yesterday… Mr. Bond no longer a superstar Given my view that the yield curve is no longer a strong leading indicator, I pr...
Wednesday, May 3, 2023

What did RBI achieve in one year of monetary tightening?

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It’s almost a year since the Reserve Bank of India shifted the course of its monetary policy stance and embarked on the path of monetary tig...
Friday, February 3, 2023

Budget FY24: Views and strategy of various market participants

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  Largely as expected; capex sustainability core focus (Phillips capital) Budget fared well across categories – prudent fiscal position, ste...
Tuesday, September 20, 2022

Mr. Fed - say what you want, unambiguously

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The Federal Open Market Committee (FOMC) of the US Federal Reserve (Fed) is scheduled to announce its latest assessment of the economy and i...
Wednesday, April 6, 2022

Mr. Bond in the driving seat

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The market participants in India must be relaxed after a strong equity market rally in the past 4-5weeks; and stable INR and bond markets. T...
Saturday, July 17, 2021

A short visit to the bond street

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 The yields curve in India has been moving higher for past few months, despite the efforts made by the Reserve bank of India to anchor the b...
Friday, February 26, 2021

Hope, this time it is different!

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In a significant move for the banking industry, the central government has proposed to lift the embargo on grant of government business to p...