Tariq Carrimjee
INR Monthly Commentary- March 2024
Yet another month in the doldrums for INR traders. The RBI has not allowed the currency to move out of a (broadly) 82.80-83.40 range for...
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Tariq Carrimjee
Feb 25
The surprises in economic data catching markets off-guard
In the last few weeks markets have been whipsawed by data that was not in accordance with the trend of the data preceding it, nor in line...
Tariq Carrimjee
Feb 11
Monthly INR Commentary- February 2024
January went by pretty much as expected: hemmed in by the RBI on both sides. Seeing a trading top around 83.30 right at the start of the...
Tariq Carrimjee
Jan 19
Geopolitical tensions matter
2024 is meant to be the year of the central bank pivot. Central banks seemed to have pencilled in rate cuts for the year- with only the...
Tariq Carrimjee
Dec 27, 2023
Riding the Debt Curve
Bond markets have taken a battering the last few years. The losses were so great at one point in time that it was compared to the losses...
Tariq Carrimjee
Nov 4, 2023
In Debt We Stand
Global debt is increasing and it is putting an increased pressure on all other asset markets. According to the latest figures put out by...
Tariq Carrimjee
Oct 8, 2023
Who bears the cost for saving the world?
As we head for another year of increasingly unpredictable weather stemming from climate change causing damage through flooding, heat...
Tariq Carrimjee
Sep 29, 2023
Monthly INR Outlook- September 2023
August turned out to be a pretty whippy month in the FX markets for USD-INR. It had started off bullish by continuing with a rally that...
Tariq Carrimjee
Sep 2, 2023
High Rates Here to Stay- Part 2
The persistence of high interest rates is kind of baffling to many people who can sense- intuitively, that, as the fear of inflation...
Tariq Carrimjee
Aug 12, 2023
High Rates here to Stay?
Jerome Powell, Chairman of the US Federal Reserve, took people by surprise in comments where he stated that the markets need to assume...
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