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Repo rate
Today10 stories · 13 articles
Net tone▼ −46% today
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Developing4 storylines
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Data● mixedResult of the Overnight Variable Rate Reverse Repo (VRRR) auction held on September 28, 2026RBI accepted ₹1,11,711 crore in its 1-day VRRR auction, against ₹2,00,000 crore notifiedRBIBanking liquidity
Market move● mixedWhy the rupee can't bounce back in a hurry—and other macro risks investors should watch out forDBS economist Taimur Baig discussed the Fed and RBI rate outlookRupeeRBIUS Fed
Policy● mixedMorning Bid: A new neutral rate, much like a decades-old oneRBICredit growthUS Treasuries
Broker call▼ bearishNomura expects RBI to raise rates by up to 50 bps by DecemberNomura sees a possible 50 bps increase by December, taking the terminal rate to 5.75%RBINomuraCredit growth
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 yearRBICPI inflationConsumer demand
▼ bearishMounting govt debt and AI capex: what higher interest rates mean for IndiaGlobal sovereign debt and AI-related corporate borrowing are pushing interest rates higherAIGlobal marketsMarket valuations
Market move▼ bearishRupee's likely to slip despite RBI push for stabilityThe rupee could fall to 96-97 per dollar by FY27-endRupeeUS dollarCrude oil
● mixed₹10 lakh in 3-year Post Office TD vs 5-year TD: Which earns more interest? Check out the calculations₹10 lakh Post Office TD rates for July-September 2026: 7.1% for three years and 7.5% for five years
Policy▼ bearishETMarkets Smart Talk: RBI may hike 50-75 bps; Archit Shah on what’s next for bondsArchit Shah expects a 50-75 bps repo-rate hike, taking rates to 5.75-6%RBIInflationCrude oil
Policy● mixedDaily Voice: RBI stance shift likely in October, rate hike in December, says Valtrust's Rahul BhutoriaRBICPI inflation
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 FY27RBICrude oilInflation
Data● mixedRBI Bulletin – September 2026RBI released its September 2026 monthly Bulletin, containing seven speeches, three articles and current statisticsRBIBanksEconomic growth
● mixedThai finance minister sees 2.5% growth next year on investment-led policiesFinance MinistryFDICredit growth
Market move● mixedThe Latest Home Loan Interest Rates: Sep 25, 2026Housing financeReal estateHousing
Funding and debt● mixedIndia plans Rs 7.86 lakh crore bond sales in H2, trims borrowing amid yield pressureIndia aims to raise ₹7.86 lakh crore through bond sales from October to MarchGovernment borrowingBond yieldsUnion Budget and fiscal
Market move● mixedASX 200 falls for fourth straight week ahead of RBA decisionASX 200 fell for a fourth straight week ahead of the RBA decisionInflationCPI inflationMarket valuations
Market move● mixedNifty September futures trade at a premiumNifty and SensexMarket valuationsGlobal markets
Broker call● mixedMorgan Stanley now expects two quarterly BoE hikes amid tough fiscal backdropMorgan Stanley
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 DecemberRBIInflationCPI inflation
Funding and debt● mixedBanks Tap Billions in BOE Repo Cash to Profit on Bond TradesBanksBond yieldsBond auctions
Data● mixedResult of the 3-day Variable Rate Reverse Repo (VRRR) auction held on September 25, 2026RBI accepted ₹90,280 crore in its 3-day VRRR auction against ₹1,50,000 crore notifiedBanking liquidityRBIBond auctions
Policy● mixedBoE’s Bailey says high energy prices make it harder to leave rates on holdFuel pricesInflationInput costs
Broker call● mixedMoney Market Operations as on September 24, 2026RBI published money market operations data for September 24, 2026Banking liquidity
Market move● mixedBond yields keep rising. How income investors can best take advantage of the movesBond yieldsUS TreasuriesCredit growth
Market move● mixedGold Tilts Lower as Iran Impasse Continues to Fan Rate-Hike BetsIranGoldGeopolitics
Policy● mixedBanxico Holds Key Rate Steady at 6.5% as Price Pressures PersistInflationGlobal markets
Policy● mixedRBI to conduct 3-day Variable Rate Reverse Repo (VRRR) auction under LAF on September 25, 2026RBI will conduct a three-day VRRR auction on September 25, 2026RBIBanking liquidityBond auctions
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
Broker call● mixedRBI may raise rates by 75-100 bps if US yield and crude prices stay high: Motilal OswalRBIUS TreasuriesCrude oil
Market move▼ bearishIndia bonds pummelled after Treasury rout, traders raise rate hike betsThe benchmark 6.94% 2036 bond yield rose after US Treasury yields and oil prices increasedG-secsBond yieldsUS Treasuries