India: 8.2%YoY Growth in Q2FY26; to Accelerate to 9%YoY in Oct'25-Sep'26
Expect real GDP growth of 8.5% in FY26 and 8.2% in FY27 as 2pp lower GST and strong farm incomes boost private consumption, while low inflation...
153 Views
China: Winning the Trade War While Still Imploding Domestically
China's record trade surplus, despite stronger RMB, shows China has won 1st phase of the trade war. Vulnerabilities (big net capital outflows,...
347 Views
US: No More Rate Cuts Likely from the Powell Fed; More Dovish FOMC by Q2 2026
FOMC cut by 25bp, but wants to bring inflation back to 2% target. No-QT amounts to easing, precluding rate cuts until Jan'26, with next cut...
456 Views
US: Inflation Edges Up, but Previous Policy Errors Must Be Atoned with Rate Cut Now
CPI inflation up 3%YoY in Sep'25, but a 25bp rate cut is inevitable next week as the Powell Fed adjusts to a 3% inflation target to atone for Sep...
607 Views
China: Still on the Edge of a Financial Precipice, Kept Afloat by US Distraction
Japanification is accelerating: PPI deflating for 35 consecutive months, CPI for 5 of the last 8 months. FAI is contracting. As re-exports via...
312 Views