Selected Tag: Richard Fargose

Richard Fargose

Richard is an independent financial journalist who tracks financial markets and macroeconomic developments

The Morning Edge

US GDP Growth Revised Higher to 3.3% in Q2; Fed Rate Cut Debate Intensifies

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

August 29, 2025 at 1:20 AM IST

US Federal Reserve

Digest

Bond Market Steadies, Equity Indexes Remain Weak on Tariff Uncertainty

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

Richard Fargose

August 28, 2025 at 2:32 PM IST

The Morning Edge

Fed Eyes Data Before Rate Decision; Trump’s 50% Tariff on India in effect

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

August 28, 2025 at 1:49 AM IST

The Morning Edge

Fed Governor Lisa Cook Moves to Challenge Firing

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

August 27, 2025 at 1:27 AM IST

Federal Reserve

The Morning Edge

Trump Fires Fed Governor Lisa Cook Amid Mortgage Controversy

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

August 26, 2025 at 1:24 AM IST

Federal Reserve

The Morning Edge

Powell Hints at September Rate Cut as Job Market Risks Rise

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

August 25, 2025 at 1:27 AM IST

Screengrab

Digest

Gilt Yields Climb on GST Overhaul Amid Fiscal Concerns; Biggest Weekly Rise in 3 Years

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

Richard Fargose

August 22, 2025 at 3:00 PM IST

The Morning Edge

Fed Officials Signal Caution on Rate Cuts, Powell’s Jackson Hole Speech in Focus

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

August 22, 2025 at 1:26 AM IST

The Morning Edge

Fed Minutes Signal Patience, Markets Await Powell at Jackson Hole

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

August 21, 2025 at 1:40 AM IST

US Federal Reserve

The Morning Edge

Fresh US Tariffs and Geopolitics Keep Investors on Edge

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

August 20, 2025 at 1:41 AM IST

iStock.com/MAGNIFIER

The Morning Edge

Trump Assures Zelenskyy of US Support for Ukraine Security

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

August 19, 2025 at 1:57 AM IST

White House

Digest

GST Reform Proposal lifts Nifty Auto, Consumer Durable; Fiscal Risks Drag Bonds

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

Richard Fargose

August 18, 2025 at 2:22 PM IST

Screengrab (PIB)

The Morning Edge

Europe Backs Zelenskyy as Trump Weighs Ukraine Peace Pact

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

August 18, 2025 at 1:31 AM IST

White House

Digest

S&P Upgrade Lifts Bonds, Rupee Stays Under Pressure Before Trump-Putin Meet

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

Richard Fargose

August 14, 2025 at 12:57 PM IST

The Morning Edge

Bessent Flags Room for Aggressive Fed Cuts Amid Soft US Data

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

August 14, 2025 at 1:48 AM IST

The US Department of the Treasury

RBI Communication Misstep Drives 10-Year Yield Spread Over Repo to 100 bps

The stance pivot drove up long yields, impairing transmission, sapping demand, and raising borrowing costs just as risks build.

Richard Fargose

August 13, 2025 at 2:02 AM IST

The Morning Edge

US Budget Deficit Rises Nearly 20% Despite Tariff Revenue Boost

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

August 13, 2025 at 1:38 AM IST

Sourav Mishra

The Morning Edge

US-China Extend Tariff Truce, Trump-Putin to Meet Friday

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

August 12, 2025 at 1:28 AM IST

iStock.com/Rawf8

The Morning Edge

Markets Watch Putin-Trump Meeting; Fed Shifts Toward Rate Cuts

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

August 11, 2025 at 1:31 AM IST

US Federal Reserve

The Morning Edge

Hopes of Putin–Trump Talks Lift Risk Mood, But Caution Persists

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

August 8, 2025 at 1:45 AM IST

Kremlin

The Morning Edge

Trump Slaps India with 50% Tariff, Targets Foreign Chipmakers

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

August 7, 2025 at 1:57 AM IST

White House

Monetary Policy in Graphic Detail

RBI hits pause on rate cuts as inflation rises and global risks grow. A visual dive into how policy, growth, credit, and liquidity are moving in Malhotra’s first pause.

Richard Fargose

August 6, 2025 at 1:33 PM IST

The Morning Edge

Trump Narrows Fed Chair Search, Eyes Kugler Replacement This Week

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

August 6, 2025 at 1:39 AM IST

White House

Sliding Rupee Turns Shock Absorber as US Tariffs Hit India

A weaker rupee cushions India’s exporters against Trump’s 25% tariffs, offering relief even as policy tools run thin.

Richard Fargose

August 5, 2025 at 3:30 PM IST

iStock/Pla2na

The Morning Edge

Fed’s Daly signals rate cuts may be near; Trump targets India again over Russia oil trade

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

August 5, 2025 at 2:02 AM IST

White House/Via WikiCommons

The Morning Edge

Asian Stocks Slide as Soft Jobs Data, Trump Tariffs and OPEC+ Weigh on Mood

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

August 4, 2025 at 1:40 AM IST

istocks/imaginima

Digest

Equities Extend Weekly Losses, Rupee Recovers Slightly Amid RBI Support

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

Richard Fargose

August 1, 2025 at 12:24 PM IST

The Morning Edge

Trump Turns up Heat on Trade Partners; PCE Data Signals Sticky US Inflation

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

August 1, 2025 at 2:03 AM IST

White House

Digest

Rupee at 5-month low on Tariff Fears; Equities Struggle Amid Broad-Based Selling

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

Richard Fargose

July 31, 2025 at 12:28 PM IST

The Morning Edge

Fed holds rates steady; Powell tempers hopes of a September cut

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

July 31, 2025 at 1:52 AM IST

US Federal Reserve

The Morning Edge

Markets Await Fed decision; IMF Lifts Emerging Market Growth Outlook

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

July 30, 2025 at 1:52 AM IST

Via WikiCommons

The Morning Edge

Equities Gain on US-EU Deal, China Talks; FOMC Meeting Now in Focus

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

July 29, 2025 at 1:34 AM IST

US Federal Reserve

Digest

Equities, Bonds, Rupee All in Red Ahead of Fed Meet

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

Richard Fargose

July 28, 2025 at 1:47 PM IST

The Morning Edge

US-EU Trade Deal Sparks Risk-On Mood; Eyes Now on Central Banks

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

July 28, 2025 at 1:56 AM IST

The White House

The Morning Edge

Trump Hits Out at Fed’s Renovation Spend; Trade Talks Lift Sentiment

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

July 25, 2025 at 2:09 AM IST

US Federal Reserve

The Morning Edge

EU and US Edge Closer to 15% Tariff Deal as Brussels Readies Countermeasures

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

July 24, 2025 at 1:47 AM IST

iStocks/querbeet

The Morning Edge

Trump Hails $550 Billion Japan Deal, Slams Fed Powell as “Numbskull”

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

July 23, 2025 at 1:46 AM IST

iStock.com/studiocasper

Digest

Nifty slips amid midcap drag; rupee weakens on trade, equity outflows

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

Richard Fargose

July 22, 2025 at 12:17 PM IST

The Morning Edge

Bessent Warns Fed’s Independence at Risk; Tariff Talks Intensify

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

July 22, 2025 at 2:01 AM IST

White House

Digest

Equities Rise on Bank Earnings; Rupee Weakens to One-Month Low on Dollar Demand

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

Richard Fargose

July 21, 2025 at 1:57 PM IST

The Morning Edge

Trump Ups Tariff Heat on EU as Fed Signals Split on Rate Path

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

July 21, 2025 at 1:30 AM IST

Via WikiCommons

The Morning Edge

Powell Defends Fed HQ Costs as US Data Shows Retail, Jobs Rebound

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 18, 2025 at 1:20 AM IST

US Federal Reserve

Digest

Nifty Slips Below 25,200; Rupee Hits 3-Week Low on Stronger Dollar

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

Richard Fargose

July 17, 2025 at 1:09 PM IST

The Morning Edge

US Fed Officials Warns of Rising Inflation from Tariffs

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 17, 2025 at 1:21 AM IST

US Federal Reserve

Digest

Nifty Ends Flat; Rupee Slips on Trade Worries

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

Richard Fargose

July 16, 2025 at 1:43 PM IST

Kerala’s Inflation Crisis Exposes India’s Blind Spot

Kerala’s surging prices expose India’s inflation blind spot, underscoring the need for tailored, state-level policy responses.

Richard Fargose

July 16, 2025 at 1:29 AM IST

istocks/rchphoto

The Morning Edge

Trump Imposes 19% Tariff on Indonesia; EU Warns of Retaliation

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 16, 2025 at 1:22 AM IST

The Morning Edge

EU Warns of Retaliation as Trump Presses Fed, Tariff Tensions Rise

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 15, 2025 at 1:10 AM IST

iStock.com/MAGNIFIER

Digest

Equities Down on IT Drag, Bond Yields Rise as US CPI Looms, Rupee Weakens

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

Richard Fargose

July 14, 2025 at 1:02 PM IST

The Morning Edge

Trump Threatens New Tariffs on Mexico, EU as Fed Cautions Over Economic “Noise”

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 14, 2025 at 1:47 AM IST

Gage Skidmore

The Morning Edge

Trump Targets Canada with 35% Tariff; Bitcoin Surges to Record Highs

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 11, 2025 at 1:38 AM IST

Digest

Nifty Ends Lower On IT Drag; Rupee Gains Despite Global Trade Concerns

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

Richard Fargose

July 10, 2025 at 1:43 PM IST

Why RBI’s Call Money Benchmark Is Losing Relevance

RBI’s reliance on WACR as its policy anchor is misaligned with market realities. A shift to secured benchmarks like SORR is overdue.

Richard Fargose

July 10, 2025 at 8:49 AM IST

The Morning Edge

Trump Slaps 50% Tariff on Copper, Targets Brazil

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 10, 2025 at 1:25 AM IST

Digest

RIL Drags Nifty Lower; Rupee Flat As Markets Eye Trade Deal Clarity

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

Richard Fargose

July 9, 2025 at 12:25 PM IST

The Morning Edge

Trump Escalates Trade War with 50% Copper Tariff, Eyes Semiconductors and Pharma Next

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 9, 2025 at 1:23 AM IST

Digest

Equities End Higher, Gilt Yields Rise On Weak Demand For State Bonds

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

Richard Fargose

July 8, 2025 at 2:03 PM IST

The Morning Edge

Trump Warns Of Tariff Hike On Global Trade Partners From August 1

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 8, 2025 at 1:18 AM IST

Digest

Equities End Flat, Rupee Slips as US Trade Uncertainty Weighs on Sentiment

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

Richard Fargose

July 7, 2025 at 1:36 PM IST

Digest

Nifty Holds Above 25,400; Rupee Steady As US Trade Talks Await Clarity

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

Richard Fargose

July 4, 2025 at 1:55 PM IST

The Morning Edge

Trump Clinches Tax Bill Win as Trade Deficit Widens and Global Tariff Letters Loom

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 4, 2025 at 1:25 AM IST

Digest

Equity Ends Lower; Rupee Hits 1-Month High On US Trade Deal Hopes

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

Richard Fargose

July 3, 2025 at 12:32 PM IST

The Morning Edge

Trump Eases Vietnam Tariffs as Modi Seeks Trade Expansion with Mercosur Bloc

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 3, 2025 at 1:14 AM IST

Sourav Mishra

The Morning Edge

Trump’s Sweeping Tax Bill Clears Senate by Razor-Thin Margin

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 2, 2025 at 1:17 AM IST

The Morning Edge

Trump Turns Up Heat on Fed and Japan as Economic Crosswinds Stir Fresh Uncertainty

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 1, 2025 at 1:32 AM IST

Digest

The Morning Edge: Trump’s Tax Bill Advances Amid Global Warnings on Economic Instability

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 30, 2025 at 1:22 AM IST

Digest

The Morning Edge: US, China Strike Rare Earths Deal as Economic Growth Falters Under Tariff Strain

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 27, 2025 at 1:27 AM IST

The Morning Edge

Powell Defends Fed's Interest-on-Reserves Power, Warns Against Costly Overhaul

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 26, 2025 at 1:23 AM IST

US Federal Reserve

Digest

Nifty Tops 25,200; Bond Yields Rise on RBI Liquidity Draining Step

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

Richard Fargose

June 25, 2025 at 12:29 PM IST

Digest

The Morning Edge: Powell Warns Tariffs May Fuel Inflation; US Intel Questions Impact Of Iran Strikes

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 25, 2025 at 1:18 AM IST

US Federal Reserve

Digest

Nifty Holds 25,000, Bonds And Rupee Surge As Oil Slides On Israel-Iran Truce

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

Richard Fargose

June 24, 2025 at 1:24 PM IST

Digest

The Morning Edge: Trump Announces Ceasefire Between Israel And Iran

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 24, 2025 at 1:42 AM IST

Digest

Nifty Slips Below 25,000; Rupee Weakens Amid Geopolitical Tensions

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

Richard Fargose

June 23, 2025 at 1:55 PM IST

Digest

The Morning Edge: US Strikes on Iran’s Nuclear Sites, Warns of More if No Peace Deal

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 23, 2025 at 1:27 AM IST

iStock.com

Digest

Equities Rise, Bond Yields Steady, Rupee Recovers Slightly Amid Oil Dip

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

Richard Fargose

June 20, 2025 at 2:12 PM IST

Digest

The Morning Edge: Rate Cuts in Europe Reflect Dimming Inflation Outlook, Global Uncertainty

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 20, 2025 at 1:33 AM IST

Digest

The Morning Edge: Rate Cuts in Europe Reflect Dimming Inflation Outlook, Global Uncertainty

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 20, 2025 at 1:32 AM IST

Digest

Equities Slide, Bond Yields Rise, Rupee Nears 87 on Geopolitical Tensions

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

Richard Fargose

June 19, 2025 at 2:33 PM IST

Digest

The Morning Edge: Fed Holds Rates, Signals Cuts Ahead as Trump Slams Powell

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 19, 2025 at 1:22 AM IST

US Federal Reserve

Digest

Equities End Lower on Midcap Drag; Rupee Hits Over 2-Month Low

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

Richard Fargose

June 18, 2025 at 12:41 PM IST

Digest

The Morning Edge: Trump Demands Iran’s Surrender; Fed Weighs Economic Risks Amid Rising Tensions

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 18, 2025 at 1:28 AM IST

Digest

Equities Slide; Rupee Slips Amid West Asia Conflict, FII Outflows

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

Richard Fargose

June 17, 2025 at 12:25 PM IST

Digest

The Morning Edge: West Asia Tensions Ease as Iran Seeks Ceasefire; US-UK Seal Partial Trade Deal

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 17, 2025 at 1:14 AM IST

Digest

Equities Rebound; Bond Yields Ease On Value Buying

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

Richard Fargose

June 16, 2025 at 1:19 PM IST

Digest

The Morning Edge: Gulf Selloff Deepens, Safe-Haven Assets Rise Amid Israel-Iran Escalation

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 16, 2025 at 1:17 AM IST

Digest

Equities Slide; Rupee Hits 2-Month Low Amid Crude Spike, West Asia Tensions

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

Richard Fargose

June 13, 2025 at 1:31 PM IST

Digest

The Morning Edge: Israel Launches Pre-emptive Strike on Iran as US Pushes Diplomatic Track

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 13, 2025 at 1:25 AM IST

Digest

Equities Snap Six-Day Rally; Bond Yields Ease On Inflation Relief

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

Richard Fargose

June 12, 2025 at 1:48 PM IST

Digest

The Morning Edge: Trump Hails China Trade Deal Amid Rising Middle East Tensions

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 12, 2025 at 1:06 AM IST

Digest

Equities Edge Higher; Bond Yields Continue Upward Move

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

Richard Fargose

June 11, 2025 at 2:20 PM IST

Digest

The Morning Edge: US-China Reach Trade Truce Framework To Ease Export Restrictions

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 11, 2025 at 1:14 AM IST

Digest

Equities Range-Bound; Gilt Falls After High Yields At State Bond Auction

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

Richard Fargose

June 10, 2025 at 1:02 PM IST

Digest

The Morning Edge: US-China Trade Talks Resume Amid Slumping Chinese Exports

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 10, 2025 at 1:21 AM IST

Digest

Stocks Rise As Effects Of Rate Cut Linger; Bond Yields Up As Stance Shift Spoils Party

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

Richard Fargose

June 9, 2025 at 1:34 PM IST

Digest

The Morning Edge: Top Trump Aides Set for High-Stakes Trade Talks with China in London

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 9, 2025 at 1:25 AM IST

Digest

RBI Rate Cut Lifts Equities; Long Bond Yields Rise On Stance Change

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

Richard Fargose

June 6, 2025 at 3:43 PM IST

Anurag Vijay/CC

RBI Pushes For Better Rate Transmission, But Structural Frictions Persist

RBI steps up easing with rate and CRR cuts, but uneven liquidity, sticky bank rates, and cautious lending slow real transmission to the economy.

Richard Fargose

June 6, 2025 at 2:49 PM IST

Photo by Patrick Hendry on Unsplash

Digest

The Morning Edge: Trump-Xi Call Eases Trade Tensions; Fed Signals Inflation Still in the Driver’s Seat

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 6, 2025 at 1:19 AM IST

Digest

Equities Rise, Bond Yields Dip Ahead Of RBI Policy; Midcaps Outperform

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

Richard Fargose

June 5, 2025 at 1:23 PM IST

Shivamsetu/CC

Digest

The Morning Edge: US Steel, Aluminium Tariffs Rattle Key Trading Partners

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 5, 2025 at 1:16 AM IST

Digest

Stocks Edge Higher; Rupee Declines Amid Crude, Geopolitical Jitters

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

Richard Fargose

June 4, 2025 at 1:44 PM IST

Digest

The Morning Edge: OECD Cuts Global Growth Forecast Amid Rising Trade Tensions

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 4, 2025 at 1:39 AM IST

Equity Indices Fall; Bonds Strengthen Before RBI Policy Call

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

Richard Fargose

June 3, 2025 at 12:29 PM IST

Digest

The Morning Edge: Fed Stays Patient as Inflation Lingers; China Pushes Back on Trade Accusations

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 3, 2025 at 1:37 AM IST

Nifty Holds 24,700; Bond Yields Ease Ahead Of RBI Policy Decision

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

Richard Fargose

June 2, 2025 at 2:28 PM IST

Digest

The Morning Edge: US Pushes Back on Tariff Concerns, Eyes Xi-Trump Call on Minerals

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 2, 2025 at 1:29 AM IST

Digest

Equities Fall On Profit Booking; Gilt Yields Rise After GDP Surprise

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

Richard Fargose

May 30, 2025 at 2:19 PM IST

Valuation Gains Power RBI’s Record Surplus As FX Margins Contract

Valuation gains, not forex profits, drove RBI’s record ₹2.69 trillion surplus, even as trading margins narrowed and provisioning demands rose.

Richard Fargose

May 30, 2025 at 12:01 PM IST

Digest

The Morning Edge: Dallas Fed’s Lorie Logan Signals Patience Amid Inflation Uncertainty

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 30, 2025 at 1:37 AM IST

Digest

The Morning Edge: Fed Warns of Difficult Trade-offs Ahead as Inflation, Unemployment Risks Mount

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 29, 2025 at 1:43 AM IST

Digest

Equities, Rupee End Flat; Bond Yields Hit Over 3-Year Low

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

Richard Fargose

May 28, 2025 at 1:41 PM IST

Digest

The Morning Edge: EU Scrambles to Prepare for Trade Talks as Trump's Tariff Truce Holds

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 28, 2025 at 1:46 AM IST

Digest

Equities Slide, Rupee Weakens as Global Cues, Oil Prices Weigh On Sentiment

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

Richard Fargose

May 27, 2025 at 2:02 PM IST

Digest

Equities Extend Gains; Rupee Rises On Weak Dollar, Firm Risk Sentiment

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

Richard Fargose

May 26, 2025 at 2:21 PM IST

Digest

The Morning Edge: India Overtakes Japan as World’s Fourth-Largest Economy

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 26, 2025 at 1:50 AM IST

High Buffer Shaves ₹750 Billion Off RBI Surplus, Narrows Fiscal Wiggle Room

The RBI’s higher risk buffer trims the surplus transfer, limiting fiscal headroom, but signalling a longer-term priority on financial resilience.

Richard Fargose

May 23, 2025 at 3:41 PM IST

Digest

Equities Rebound; Rupee Posts Biggest Gain Since Nov 2022

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

Richard Fargose

May 23, 2025 at 3:25 PM IST

IndusInd Bank’s Road To Redemption Will Be Slow And Unforgiving

IndusInd is banking on a ‘clean slate’ after a ₹23 billion loss and senior management exits. But restoring credibility and stability will be a long, uncertain road.

Richard Fargose

May 23, 2025 at 7:27 AM IST

Generalising from Cambridge, UK, via Wikimedia Commons

Digest

The Morning Edge: SC Shields Fed Independence, Easing Fears of Political Ouster for Powell

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 23, 2025 at 1:22 AM IST

Digest

Rupee Weakens Past 86 As Global Jitters Drag Markets Lower

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

Richard Fargose

May 22, 2025 at 1:49 PM IST

Digest

The Morning Edge: US-Japan Affirm Currency Alignment As Morgan Stanley Turns Bullish On US Assets

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 22, 2025 at 1:27 AM IST

Douglas Rissing/iStock.com

Digest

Equities Snap Losing Streak; Bond Yields Drop Amid Policy Easing Hopes

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

Richard Fargose

May 21, 2025 at 1:36 PM IST

Digest

The Morning Edge: Trump Pushes Tax Cuts Amid Republican Resistance; Fed Flags Tariff-Driven Price Pressures

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 21, 2025 at 1:22 AM IST

Digest

Equities Slide Over 1%, Rupee Weakens As Global Sentiment Sours

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

Richard Fargose

May 20, 2025 at 1:37 PM IST

Digest

The Morning Edge: Fed Weighs Moody’s Downgrade as Fiscal Strain Casts Long Shadow

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 20, 2025 at 1:34 AM IST

Digest

Nifty Dips Below 25,000 As IT Drags; Rupee Gains On Weak US Dollar

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

Richard Fargose

May 19, 2025 at 2:34 PM IST

Digest

The Morning Edge: Moody’s Downgrade Triggers Debt Alarm as Washington Debates Trillion-Dollar Bill

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 19, 2025 at 1:35 AM IST

Digest

Nifty Holds 25,000; Rupee Ends Higher Despite Wider Trade Deficit

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

Richard Fargose

May 16, 2025 at 1:14 PM IST

Digest

The Morning Edge: Fed Signals Strategic Rethink Amid Era of Persistent Supply Shocks

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 16, 2025 at 1:22 AM IST

US Federal Reserve

Digest

Equities Rally To 7-Month High; Rupee Falls After 3-Day Climb

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

Richard Fargose

May 15, 2025 at 3:07 PM IST

Digest

The Morning Edge: FDI Into Europe Falls To 9-Year Low As Investor Caution Grows

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 15, 2025 at 1:16 AM IST

iStock.com/Chinmayi Shroff

Digest

Rupee, Bonds Cheer Soft CPI; Stocks Mixed Amid Selective Buying

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

Richard Fargose

May 14, 2025 at 2:27 PM IST

Soft CPI Anchors Rate Cut Hopes, Narrows Path To 5.00% Terminal

April’s disinflation surprise resets the debate around where the rate cycle ends and how soon it gets there

Richard Fargose

May 14, 2025 at 2:03 PM IST

Anurag Vijay/CC

Digest

The Morning Edge: Tariff Truce Tames Recession Fears, Spurs Market Optimism

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 14, 2025 at 1:40 AM IST

Digest

Geopolitical Calm Supports Bonds, Rupee; Profit-Taking Hits Equity

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

Richard Fargose

May 13, 2025 at 2:00 PM IST

DIgest

The Morning Edge: Tariff Truce Sparks Economic Optimism—But Caution Lingers

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 13, 2025 at 1:32 AM IST

Digest

Sensex, Nifty Post Biggest Single-Day Gain Since 2021

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

Richard Fargose

May 12, 2025 at 12:15 PM IST

Digest

The Morning Edge: US-China Reach Agreement in Geneva Trade Talks

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 12, 2025 at 1:40 AM IST

Digest

Rupee Recovers, Equities Struggle Amid Geopolitical Jitters

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

Richard Fargose

May 9, 2025 at 1:30 PM IST

DIgest

The Morning Edge: US and UK Strike Limited Trade Deal as Global Tariff Negotiations Begin

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 9, 2025 at 1:31 AM IST

Digest

Rupee Tumbles, Stocks Slide as India-Pakistan Tensions Escalate

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

Richard Fargose

May 8, 2025 at 1:39 PM IST

Digest

The Morning Edge: Fed Holds Rates Steady Amid Mounting Economic Crosscurrents from Trade Policies

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 8, 2025 at 1:30 AM IST

Digest

Geopolitical Worries Hit Rupee; Equity, Bond Markets Shake Off Early Jitters

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

Richard Fargose

May 7, 2025 at 12:37 PM IST

Digest

The Morning Edge: Indian Army Launches 'Operation Sindoor', Strikes 9 Terror Bases In Pakistan

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 7, 2025 at 1:38 AM IST

Digest

PSU Banks, Midcaps Drag Markets Lower; Rupee Slips

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

Richard Fargose

May 6, 2025 at 1:00 PM IST

Digest

The Morning Edge: Bessent Defends Trump’s Economic Agenda as Long-Term Growth Engine

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 6, 2025 at 1:27 AM IST

Equities Hit 2025 Highs; Bonds Rally On RBI Liquidity Support

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

Richard Fargose

May 5, 2025 at 2:27 PM IST

SBI’s Lending Drag Signals Cracks In India Inc’s Investment Engine

SBI’s slowing corporate loan growth and weak infrastructure lending expose a deeper investment slump despite strong balance sheets and government incentives.

Richard Fargose

May 5, 2025 at 1:27 PM IST

iStock.com

Digest

The Morning Edge: Trade Winds Stir Ahead of US-India Pact Talks

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 5, 2025 at 1:50 AM IST

Equities End Volatile Week With Modest Gains; Reliance, IT Lead The Way

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

Richard Fargose

May 2, 2025 at 1:31 PM IST

Digest

The Morning Edge: Japan Signals Willingness to Play "Treasury Card" in High-Stakes US Trade Talks

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 2, 2025 at 1:30 AM IST

Digest

Bajaj Finance Weighs On Benchmark Indices, Rupee Hits 2025 High

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

Richard Fargose

April 30, 2025 at 1:58 PM IST

Bajaj Finance Is Running, But the Track’s Getting Slippery

Execution risk, margin drag, and elevated expectations cloud Bajaj Finance’s growth guidance—even as it delivers another strong year.

Richard Fargose

April 30, 2025 at 9:32 AM IST

Digest

The Morning Edge: US March Imports Hit Record $342.7 Billion Amid Consumer Goods Stockpiling on Tariff Worries

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 30, 2025 at 1:24 AM IST

Digest

RIL Uptrend Continues; Rupee Volatile on Geopolitical Tensions

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

Richard Fargose

April 29, 2025 at 12:43 PM IST

Digest

The Morning Edge: US Poised to Strike First Tariff Deals as India Emerges as Lead Test Case

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 29, 2025 at 1:26 AM IST

Digest

Equities Surge on Earnings Boost; Rupee Jumps on Strong Inflows

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

Richard Fargose

April 28, 2025 at 2:22 PM IST

Digest

The Morning Edge: Emerging Markets Face "Perfect Storm" Amid Trade Wars

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 28, 2025 at 1:42 AM IST

Digest

Equities, Rupee, Gilts Slip on Indo-Pak Tensions

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

Richard Fargose

April 25, 2025 at 2:30 PM IST

Digest

The Morning Edge: Fed Officials Urge Policy Patience as Tariff Effects Remain Unclear

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 25, 2025 at 1:31 AM IST

Digest

Equity Snaps 7-Day Rally Amid Profit-Booking, Weak HUL Guidance

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

Richard Fargose

April 24, 2025 at 12:40 PM IST

Digest

The Morning Edge: US Signals Readiness to Ease Tariff Dispute with China

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 24, 2025 at 1:14 AM IST

Digest

IT, Auto Drive Sensex Above 80,000; Rupee Weakens

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

Richard Fargose

April 23, 2025 at 1:36 PM IST

Digest

The Morning Edge: IMF Cuts Global Growth Forecast Amid Trump's Tariff Impact

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 23, 2025 at 1:13 AM IST

Equities Continue Uptrend; HDFC Bank Hits ₹15 Trillion M-Cap

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

Richard Fargose

April 22, 2025 at 1:20 PM IST

Digest

The Morning Edge: Trump Demands Immediate Rate Cuts, Escalating Fed Feud as Markets Wobble

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 22, 2025 at 1:31 AM IST

Digest

Banks Power Indian Equities’ Rebound To $5 Trillion Market Cap

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

Richard Fargose

April 21, 2025 at 1:20 PM IST

iStock.com/ sreeyashlohiya

ICICI Bank Pivots To Margin Defence And Selective Lending

Loan growth slows, but deposit strength and asset quality reinforce ICICI Bank’s shift toward disciplined expansion.

Richard Fargose

April 21, 2025 at 2:58 AM IST

iStock/Mrinal Pal

HDFC Bank’s Slow Burn Could Light a Re-rating Spark

Margin tailwinds and cleaner books hint at a turning point—but investor patience may still be tested

Richard Fargose

April 21, 2025 at 2:56 AM IST

Digest

The Morning Edge: Fed’s Daly Sticks to Gradual Rate Cut Plan—But Warns Inflation Risks Loom

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 21, 2025 at 1:56 AM IST

HDFC Bank’s Slow Burn Could Light A Re-rating Spark

Margin tailwinds and cleaner books hint at a turning point—but investor patience may still be tested

Richard Fargose

April 20, 2025 at 2:21 PM IST

Equity Indices Surge To 3-Month High; Rupee Strengthens On FII Inflows

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

Richard Fargose

April 17, 2025 at 12:57 PM IST

Digest

The Morning Edge: Powell Signals Patience as Tariffs Complicate Fed's Mandate

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 17, 2025 at 1:24 AM IST

Equities Rise For Third Day; Gilts Rally Ahead Of RBI’s OMO Auction

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

Richard Fargose

April 16, 2025 at 1:33 PM IST

Digest

The Morning Edge: Barclays Slams Brakes on US Auto Sector, Cites Tariff Headwinds

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday

Richard Fargose

April 16, 2025 at 1:24 AM IST

Digest

Dalal Street Rallies on Tariff Relief; Bonds, Rupee Join the Party

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

Richard Fargose

April 15, 2025 at 1:26 PM IST

Digest

The Morning Edge: Fed Researchers Sound Alarm as Economic Clouds Gather

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 15, 2025 at 1:29 AM IST

Digest

The Morning Edge: Euro And Gold Emerge As Safe Havens Amid Tariff Turmoil

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 14, 2025 at 1:21 AM IST

Digest

Tariff Pause Lifts Markets; Pharma, Metals Gain, Rupee Strengthens

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

Richard Fargose

April 11, 2025 at 12:53 PM IST

Digest

The Morning Edge: Fed’s Goolsbee Urges Caution as Trade Turbulence Clouds Policy Path

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 11, 2025 at 1:18 AM IST

Digest

The Morning Edge: Markets Roar Back as Trump Shifts Trade Strategy

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 10, 2025 at 1:27 AM IST

RBI’s Quiet Confidence Lets Markets Set The Rupee’s Course

As global currencies wobble under tariff pressures, the RBI is betting on India’s fundamentals to anchor the rupee—and avoiding panic interventions.

Richard Fargose

April 9, 2025 at 4:35 PM IST

Digest

Market Digest: RBI Rate Cut Fails To Cheer Equities; Gilt Yield At 40-Month Low

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

Richard Fargose

April 9, 2025 at 1:39 PM IST

The Morning Edge: US Slaps 104% Tariffs on China as Global Economy Braces for Impact

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 9, 2025 at 1:19 AM IST

Digest

Equities Claw Back Big Chunk Of Tariff-Led Fall

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

Richard Fargose

April 8, 2025 at 1:19 PM IST

MPC Review

RBI Rewriting FX Market Playbook Amid Global Turbulence

RBI’s silence as the rupee swings signals a strategic shift—no more one-way bets, no guaranteed defence. The playbook is being rewritten.

Richard Fargose

April 8, 2025 at 9:21 AM IST

Digest

The Morning Edge: Global Trade War Escalates as Trump Doubles Down on Tariffs

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 8, 2025 at 1:27 AM IST

Bloodbath On The Streets; Rupee, Bonds Reel

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

Richard Fargose

April 7, 2025 at 1:46 PM IST

Digest

The Morning Edge: Powell Warns of Economic Crosswinds as Trump Tariffs Reshape Outlook

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 7, 2025 at 1:31 AM IST

Market Digest:

Equities Finally Succumb To US Tariffs

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

Richard Fargose

April 4, 2025 at 1:48 PM IST

Links

Richard Fargose

April 4, 2025 at 6:54 AM IST

The Morning Edge: Global Economy Braces for Impact as US Tariffs Trigger Chain Reaction

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 4, 2025 at 2:02 AM IST

Market Digest

Trump’s Tariffs Rattle Stocks, Rupee Rides Dollar Downturn

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

Richard Fargose

April 3, 2025 at 1:32 PM IST

The Morning Edge: Global Markets Reel as Trump Unleashes "Worst-Case Scenario" Trade War

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 3, 2025 at 1:21 AM IST

Market Digest

Fresh OMOs Drag Gilt Yields To Over 3-year Low

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

Richard Fargose

April 2, 2025 at 12:25 PM IST

RBI Sharpens Liquidity Playbook With April OMOs to Anchor Yields, Transmission

Bond purchases continue even as liquidity turns surplus, reinforcing RBI's push for smooth rate transmission and economic support.

Richard Fargose

April 2, 2025 at 2:23 AM IST

The Morning Edge: The Dollar’s Grip on Global Reserves Loosens

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 2, 2025 at 1:56 AM IST

Market Digest

Equities Slide As Trump’s Reciprocal Tariff Looms

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

Richard Fargose

April 1, 2025 at 12:01 PM IST

The Morning Edge: Fed Officials Signal Caution as Economic Uncertainty Grows

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 1, 2025 at 1:51 AM IST

The Morning Edge: Gold Soars to Record High as Trade War Fears Mount

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 31, 2025 at 2:09 AM IST

Monetary Policy

High Credit-Deposit Ratio Will Dent All RBI Attempts At Rate Transmission

Banks have already committed the bulk of their deposit base to lending, leaving little operational flexibility.

Richard Fargose

March 28, 2025 at 1:44 PM IST

Anurag Vijay/CC

Market Digest

Equities Slip; Rupee Recoups More Losses

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

Richard Fargose

March 28, 2025 at 1:30 PM IST

The Morning Edge: US Fiscal Outlook Darkens As Debt, Deficits Balloon

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 28, 2025 at 1:35 AM IST

Govt To Borrow ₹8 Trillion in April-September; Issuances Of Short-Term, 10-Year Papers Up Slightly

Richard Fargose

March 27, 2025 at 3:12 PM IST

RBI

Market Digest

Trump’s Auto Tariff Singes Few, Others Look At Broader Picture

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

Richard Fargose

March 27, 2025 at 12:35 PM IST

The Morning Edge: Barclays Joins Wall Street’s S&P 500 Pessimism as Tariff Fears Mount

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 27, 2025 at 1:52 AM IST

Market Digest

First slip by equities in seven days; gilt yields at 3-year low

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

Richard Fargose

March 26, 2025 at 12:31 PM IST

The Morning Edge: America’s Debt Woes Deepen As Consumer Confidence Crumbles

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 26, 2025 at 2:04 AM IST

Market Digest

Equities End Flat; Rupee Breaks Nine-Day Winning Streak

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

Richard Fargose

March 25, 2025 at 1:18 PM IST

RBI Raises Cap for Housing, Solar Panel Loans Under Priority Sector Lending

Richard Fargose

March 25, 2025 at 5:37 AM IST

The Morning Edge: Trump Hints at Auto Tariffs Exemptions Likely for Many Nations

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 25, 2025 at 1:45 AM IST

Market Digest

Nifty Turns Positive For 2025; Rupee’s Best Winning Streak In 15 months

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

Richard Fargose

March 24, 2025 at 12:26 PM IST

The Morning Edge: Fed Stays Cautious Amid Economic Uncertainty

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 24, 2025 at 1:56 AM IST

Market Digest

What A Week! Best For Equity In 4 Years, Best For Rupee In 2 Years

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

Richard Fargose

March 21, 2025 at 12:39 PM IST

The Morning Edge: Global Economy On Edge As US Tariffs Shake Markets

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 21, 2025 at 1:34 AM IST

Market Digest

Nifty regains 23000 mark as US Fed Eases Tariff Concerns

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

Richard Fargose

March 20, 2025 at 12:59 PM IST

India’s NRI Deposits See Sequential Decline For Second Consecutive Month

Richard Fargose

March 20, 2025 at 10:54 AM IST

The Morning Edge: Trump Tariffs To Slow Inflation Progress, Weigh On Growth, Says Fed Powell

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 20, 2025 at 1:40 AM IST

US Fed Holds Rates Steady Amid Economic Uncertainty, Maintains 2025 Rate Cut Forecast

The Federal Reserve kept interest rates steady for a second consecutive meeting as officials balanced concerns over slowing economic growth against the risk of persistent inflation.

Richard Fargose

March 20, 2025 at 12:49 AM IST

Market Digest

Equities Hit A Hat-Trick; Gilt Yields Ease on Fresh OMOs

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

Richard Fargose

March 19, 2025 at 12:50 PM IST

The Morning Edge: Trump, Putin Agree To Limited Ceasefire In Ukraine

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 19, 2025 at 1:58 AM IST

Market Digest

Nifty Tops 22,800 In Biggest Rally In Two Months

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

Richard Fargose

March 18, 2025 at 12:30 PM IST

The Morning Edge: Financial Markets Brace For Geopolitical Shifts As Trump-Putin Talks Loom

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 18, 2025 at 1:49 AM IST

Market Digest

Equity Gains On Global Cues; Rupee At 3-Week High

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

Richard Fargose

March 17, 2025 at 12:45 PM IST

The Morning Edge: Gold Surges Past $3,000 for First Time Amid Tariff-Driven Uncertainty

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 17, 2025 at 1:25 AM IST

Market Digest

Nifty IT Index Enters Bear Territory

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

Richard Fargose

March 13, 2025 at 12:50 PM IST

CLSA cuts IndusInd EPS estimates, price target; retains Outperform rating with caveats

Richard Fargose

March 13, 2025 at 7:52 AM IST

The Morning Edge: Goldman Sachs Cuts S&P 500 2025 target; US Stocks Rebound on Cooler Inflation

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 13, 2025 at 1:41 AM IST

Market Digest

Equities end off lows; Infosys slips 4% after Morgan Stanley downgrade

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

Richard Fargose

March 12, 2025 at 1:21 PM IST

The Morning Edge: US Resumes Ukraine Aid as Ceasefire Hopes Hang in the Balance

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 12, 2025 at 2:00 AM IST

Market Digest

Equities flat; IndusInd Bank plunges 27%

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

Richard Fargose

March 11, 2025 at 12:25 PM IST

The Morning Edge: Governments Drive Markets, HSBC Downgrades US Stocks

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 11, 2025 at 1:21 AM IST

Market Digest

Rupee Sees Steepest Fall In Over A Month; Oil Stocks Drag Equities

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

Richard Fargose

March 10, 2025 at 12:55 PM IST

The Morning Edge: Fed Signals Potential Overhaul of Key Rate Forecast Tool

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 10, 2025 at 1:07 AM IST

With New RBI Chief And No Deputy, India’s Policy Clarity Is At Risk

RBI faces a policy vacuum as the key Deputy Governor post stays vacant, leaving a new non-economist Governor to navigate uncertain waters.

Richard Fargose

March 7, 2025 at 2:56 PM IST

RBI website

Market Digest

Nifty Snaps Three-Week Losing Streak

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

Richard Fargose

March 7, 2025 at 12:36 PM IST

The Morning Edge: ECB Cuts Policy Rate; US Employment Report In Focus

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 7, 2025 at 1:50 AM IST

Market Digest

Equities Settle Higher for Second Consecutive Session; Oil Stocks Rally

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

Richard Fargose

March 6, 2025 at 12:25 PM IST

The Morning Edge: ECB Meet; Trump Delays Canada, Mexico Tariffs On Autos

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 6, 2025 at 2:08 AM IST

Market Digest

Nifty Breaks Its Longest Losing Streak; Metal Stocks Shine

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

Richard Fargose

March 5, 2025 at 12:39 PM IST

The Morning Edge: Trump Tariff, Canada-China retaliates

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 5, 2025 at 1:43 AM IST

Market Digest

Trump’s Tariff War Triggers Nifty 50’s Record Losing Streak

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

Richard Fargose

March 4, 2025 at 1:29 PM IST

The Morning Edge: Trump Tariffs, OPEC+ Output Hike

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 4, 2025 at 1:47 AM IST

Market Digest

Equity Indices End Tad Lower; Sectoral Trends Mixed

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

Richard Fargose

March 3, 2025 at 12:38 PM IST

The Morning Edge: Crypto Reserve, PMI Data

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 3, 2025 at 1:28 AM IST

Market Digest

IT, Auto Stocks Drag Nifty 50 To Its Lowest Level Since June 2024

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

Richard Fargose

February 28, 2025 at 3:26 PM IST

The Morning Edge: New Trump Tariff, Third-Quarter GDP, New SEBI Chief

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

February 28, 2025 at 1:48 AM IST

Market Digest

A Flat Day For Equities, Gilts, Rupee

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

Richard Fargose

February 27, 2025 at 1:16 PM IST

The Morning Edge: Trump Unveils "Gold Card" Visa Program

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

February 27, 2025 at 1:45 AM IST

The Morning Edge: US Consumer Confidence Lowest Since 2021

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

February 26, 2025 at 1:54 AM IST

Digest

Sensex Snaps 5-Day Losing Streak; Rupee Hits Two-Week Low

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

Richard Fargose

February 25, 2025 at 2:20 PM IST

The Morning Edge – All Eyes On Nvidia

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

February 25, 2025 at 2:10 AM IST

Market Wrap

Stocks Hit Eight-Month Low, Short-Term Yields Fall

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

Richard Fargose

February 24, 2025 at 3:31 PM IST

The Morning Edge – Crude Oil, BOE Ramsden

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

February 24, 2025 at 1:31 AM IST

TME - Template

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

February 22, 2025 at 5:51 AM IST

The Morning Edge – Gold, MPC Minutes

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

February 21, 2025 at 1:35 AM IST

The Morning Edge - FOMC Minutes, Nikola

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

February 20, 2025 at 1:44 AM IST

The Morning Edge -Trump Tariffs, FOMC Minutes

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

February 19, 2025 at 1:47 AM IST

The Morning Edge

A newsletter designed to prepare you for the day, offers a concise summary of overnight developments and key events that could influence your day

Richard Fargose

February 18, 2025 at 2:12 AM IST

The Morning Edge

A newsletter designed to prepare you for the day, offers a concise summary of overnight developments and key events that could influence your day.

Richard Fargose

February 17, 2025 at 1:20 AM IST

Need, Greed, And Then RBI's Heavy Hand To Remind All Of Old Ways

RBI’s $15 billion intervention was a blunt reminder—markets can move, but not run riot

Richard Fargose

February 13, 2025 at 4:21 PM IST

Monetary Policy

Malhotra Cuts Repo Rate By 25 BPS In First MPC Meeting, Follows Predecessors

In their first meetings, Malhotra’s predecessors—Shaktikanta Das and Urjit Patel—had also reduced repo rates.

Richard Fargose

February 7, 2025 at 5:20 AM IST

RBI

Rupee Hits Record Low Amid Global Trade Tensions

The rupee's slide signals rising global uncertainty

Richard Fargose

February 3, 2025 at 6:54 AM IST

The Bureau

India’s Economy Expands 7.8% in June Quarter, Highest in Five Quarters

Rupee Hits Record Low as Tariff Shock Fuels FPI Outflows

Trump Tests the Guardrails of US Credibility

India’s Industrial Output Growth Hits Four-Month High of 3.5% in July

Fed Eyes Data Before Rate Decision; Trump’s 50% Tariff on India in effect

Fitch Affirms India Rating Days After S&P Upgrade, Points to Tariff Risks

Lifting the Lid on Regulatory Silence

How Some Importers Mined a Scheme for Exporters to Dodge Exchequer

Sanjeev Sanyal on Trump, India’s Growth Path, and Process Reforms

Sarci-Sense: About Silent Goodbyes & How Middle-Age Friendships Disappear

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