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ETMarkets Smart Talk: Rupee under pressure, inflation sticky: Will RBI be forced to rethink rates? Ankita Pathak, Ionic Asset

• The Fed is entering a tightening cycle as the rupee remains under pressure
• Inflation shows signs of persistence, complicating India’s monetary policy trade-off
• Rupee and inflation pressures shape RBI policy; banks and rate-sensitive Indian stocks are exposed

ECB's Rehn says soaring yields may curb inflation impact of expensive energy

Global Food Prices Rise as Cereal and Sugar Costs Surge, UN Says

• Transport disruptions and weather concerns have constrained supplies and lifted crop-based commodity prices
• Higher food costs may pressure Indian consumers and food companies’ margins

European shares edge higher after bond-driven selloff as investors await inflation data

• European stocks made a modest recovery after a sharp selloff
• Investors are focused on upcoming inflation data

Quant hedge funds reap big gains from global bond sell-off

• Trend-following portfolios have gained from this year’s sharp rise in bond yields
• The Iran war and strong US economic data are fuelling inflation fears
• Higher global yields may pressure Indian banks’ bond portfolios and funding costs

Emerging markets outperform developed markets as bond rout deepens

• Emerging markets are outperforming developed markets amid a deepening bond rout
• Fiscal discipline, institutional strength and anti-inflation policies have helped shield developing countries

The Biggest Jump in Global Crop Prices Since 2022 Threatens to Boost Inflation

Investors seek refuge from bond rout in haven German debt

• German Bund yields fell this week as US, French and other government bond yields rose