2025-05-27Ravi Mehta
This article highlights a concerning divergence in U.S. financial markets: while two-year GDP growth expectations are falling fast, real 10-year Treasury yields are rising. With GDP data due on May 29, markets may soon receive confirmation—or contradiction—of this troubling trend.
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2025-05-25Niranjan Ghatule
The Reserve Bank of India (RBI) has transferred a record ₹2.69 lakh crore dividend to the Government of India for FY25, surpassing all previous figures. This article explains how RBI earns its income, the reasons behind this massive transfer, and its impact on the economy, fiscal deficit, and stock markets. A must-read for investors and finance enthusiasts.
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2025-05-23Niranjan Ghatule
President Trump has reignited the trade war with a bold move—announcing a 50% tariff on the EU and threatening Apple with a 25% tariff unless iPhones are made in the USA. As markets react and the bond yield surges past 4.60%, this article explores the deeper implications for the economy, stocks, and why the bond market is the key signal to watch now.
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2025-04-09Niranjan Ghatule
In an unprecedented move, the U.S. bond market just experienced one of the most dramatic shifts in decades. Over just three days, the 10-year U.S. Treasury note yield surged by a staggering 60 basis points, while the S&P 500 tumbled by 8%. What makes this even more extraordinary is the nature of the divergence
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2025-03-27Ravi Mehta
The latest U.S. macroeconomic data for Q4 has been released, showing a mixed performance across key economic indicators. The GDP growth rate came in at 2.4%, beating expectations of 2.3% but slowing from the previous 3.1%. Jobless claims data also showed strength, coming in slightly lower than expected
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