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CPI inflation
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Net tone▼ −33% today
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227 Sept
128 Sept
Broker call▼ bearishMarkets pricing an excessive 125bps rate hike over the next one year: NomuraNomura says markets are pricing an excessive 125 bps of rate hikes over the next yearRepo rateRBIConsumer demand
● mixedManaging inflation riskCommodities futures can hedge inflation but carry high downside risk and may not suit many retireesInflationETFsHousing finance
Policy● mixedDaily Voice: RBI stance shift likely in October, rate hike in December, says Valtrust's Rahul BhutoriaRepo rateRBI
Market move▼ bearishETMarkets Smart Talk | Rate-cut cycle over, RBI may be at cusp of rate hikes; yields could inch higher: Puneet PalPuneet Pal expects the rate-cut cycle to end, with policy rates rising 50-75 basis points by FY27RBIRepo rateCrude oil
Market move● mixedMumbai prime home prices are up 41% in five years, but 2026 growth is coolingHousingMarket valuationsEconomic growth
Data● mixedSuper El Nino report: Co-author explains '451K excess deaths' estimateReport estimates a super El Niño could cause around 15,800 additional heat-related deathsMonsoon
Data● mixed4.5 lakh heat deaths projected: How 2026 Super El Nino will hit India, Nigeria, Global SouthMonsoonFood pricesGDP
Market move● mixedASX 200 falls for fourth straight week ahead of RBA decisionASX 200 fell for a fourth straight week ahead of the RBA decisionInflationRepo rateMarket valuations
Broker call▼ bearishNomura’s Subbaraman sees higher interest rates as the new normal, expects 2 more RBI hikes this yearNomura’s Robert Subbaraman expects RBI rate hikes in October and DecemberRBIRepo rateInflation
Data▼ bearishCEA Nageswaran says global disinflation is over, India needs 6-9 month oil bufferCEA V Anantha Nageswaran said global disinflation is over as supply shocks shape the global economyV Anantha NageswaranCrude oilFuel prices
Policy● mixedEdible oil duty cut may put 8% retail price hikes on holdFood pricesFarm commoditiesFMCG and consumption
Data● mixedIndian agriculture enters new phase as diets, incomes and climate reshape farming: ReportThe first phase of Indian agriculture, roughly 1967 to 1995, focused on achieving food securityAgricultureFood pricesEconomic growth
Market move▼ bearish‘Crude prices have risen 30% in a month’: CEA warns India exposed to multiple shocksCrude oilFuel pricesFood prices
▼ bearishIndia must remain prepared for higher energy prices: CEA NageswaranCEA Nageswaran said India must remain prepared for higher energy pricesFuel pricesTrade and tariffsFood prices
Market move▼ bearishTreasury rout, oil spike bleed Indian bonds; 10-year yield jumps most in over 2 monthsIndia’s 10-year yield jumped the most in over 2 monthsG-secsBond yieldsUS Treasuries