When the Strongest Move Is Not to Move

As inflation risks collide with softer growth, the RBI's hold reflects a harder test of monetary policy: knowing when not to overreact.

Sparsh Chhabra

June 18, 2026 at 11:16 AM IST

Warsh’s Fed has Put Inflation Credibility Ahead of Market Comfort

The new Chair’s hawkish debut was less about an imminent rate rise than restoring discipline, credibility and uncertainty to US monetary policy.

BasisPoint Groupthink

June 18, 2026 at 3:56 AM IST

US Fed

The Morning Edge

Asian Markets Mixed as Hawkish Fed Offsets Relief From US-Iran Deal

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 18, 2026 at 2:14 AM IST

Federal Reserve

Fed Holds Rates, but Warsh Debut Delivers Hawkish Reset

The Fed left rates at 3.50-3.75%, but higher dots, hotter inflation forecasts and the removal of forward guidance pushed markets to price renewed hike risk.

BasisPoint Insight

June 18, 2026 at 1:30 AM IST

Federal Reserve

Market Wrap: Equities Extend Four-Day Rally; Rupee Hits Six-Week High

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

June 17, 2026 at 12:09 PM IST

istock.com

The Fed Has Been Honest and Stupid

It would be easy—and a mistake—to blame the US Federal Reserve’s many blunders on corrupt bureaucrats or imagined conspiracies. The truth of the matter is that the central bank relies on an outdated regional map and lagging indicators that no longer tell the whole story, while battling macroeconomic blazes that politicians stoke.

Todd G. Buchholz

June 17, 2026 at 3:12 AM IST

Via WikiCommons

The Morning Edge

Asian Markets Turn Cautious Ahead of Fed as Geopolitical Risks Ease

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 17, 2026 at 2:14 AM IST

US Federal Reserve

The Warsh Reset and Four Ways the Fed Could Change

Kevin Warsh could reshape Fed communication, inflation signals, balance-sheet policy and employment goals, marking a decisive break from the Powell era.

V Thiagarajan

June 16, 2026 at 3:45 AM IST

The White House

The Central Banking Desk: Fed Gets Oil Reprieve Before Warsh’s First FOMC

Daily insights on the decisions, signals and risks shaping central-bank policy across the world’s major economies.

BasisPoint Insight

June 15, 2026 at 2:42 PM IST

The Morning Edge

Asia Markets Rise as Iran Deal Hopes Lift Risk Appetite

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

May 21, 2026 at 2:04 AM IST

iStock.com

Market Wrap

Equities Rebound as US-China Trade Progress Boosts Sentiment

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

May 14, 2026 at 11:40 AM IST

iStock.com

The Morning Edge

Asian Markets Drift Lower Ahead of BOJ Decision and Iran Developments

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

Dehuti Jani

April 28, 2026 at 2:11 AM IST

iStock.com

The Morning Edge

Ceasefire Extension Fails to Calm Markets Amid Prolonged Conflict Fears

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 22, 2026 at 1:45 AM IST

Market Wrap

Equities Hit Six-Week Highs as Banks Rally; US-Iran Talk Hopes Lift Sentiment

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 21, 2026 at 11:37 AM IST

What Will the Fed's "Warsh Era" Bring?

The next Federal Reserve chair will inherit an institution that, by any historical measure, is deeply fractured internally and lacks credibility externally. By strengthening the Fed’s analytical framework and establishing a "balance-sheet theory," Kevin Warsh can oversee the institution's return to excellence.

Mohamed A. El-Erian

February 26, 2026 at 11:48 AM IST

The Morning Edge

Risk-On Mood Lifts Asia, Though Fed and Oil Risks Linger

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

February 19, 2026 at 1:34 AM IST

US Federal Reserve

Kevin Warsh's Dangerous Monetary Nostalgia

The next Fed chair seems to think that the large size of the central bank’s balance sheet reflects a discretionary policy choice which can and should be reversed. In reality, however, the Fed's balance sheet has become part of the financial system’s core infrastructure, and shrinking it would carry serious risks.

Lucrezia Reichlin

February 9, 2026 at 3:53 PM IST

Market Wrap

Equities Benchmarks Snap Three-Day Rally on Profit-Taking

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

February 5, 2026 at 11:45 AM IST

Briefing

The Imperatives of a Warsh Fed

Kevin Warsh’s Fed would not rewrite doctrine but would enforce imperatives: restore rate primacy, shrink the balance sheet, and let markets price risk again.

V Thiagarajan

February 5, 2026 at 2:48 AM IST

The Morning Edge

Risk-Off Mood Grips Asia Amid US Tech Sell-Off and Iran Tensions

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

February 4, 2026 at 1:49 AM IST

iStock.com

The Morning Edge

US–India Trade Deal Sparks Risk-On Rally Across Asia

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

February 3, 2026 at 1:56 AM IST

The Bureau

Risk-On Mood Holds as Hormuz Reopens, Though Geopolitical Risks Linger

Fed Holds Rates, but Warsh Debut Delivers Hawkish Reset

US-Iran Interim Accord Takes Effect, Hormuz Prioritised

Silver Imports Plunge After Duty Hike and Import Restrictions: GTRI

Gold Imports Remain Strong Despite Sharp Duty Hike: GTRI

The Central Banking Desk: BoJ Hits 1% As Fed Gets Oil Reprieve

India May WPI Inflation Surges to 9.68% Under New Series

US-Iran Peace Deal Offers Relief, and Lessons for India

Flawed Design, Poor Planning Make Extreme Heat Conditions Worse For Indian Cities

Learning to Shoot: I Tried to Fly Before I Could Walk