Rupee Hits Record Low as Tariff Shock Fuels FPI Outflows

BasisPoint Insight

August 29, 2025 at 9:08 AM IST

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

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

Powell’s Caution, CBO’s Fantasy and Illusions That Move Markets, Budgets

Powell’s cautious words and the CBO’s tariff arithmetic show how modern finance thrives on misreadings and manufactured optimism.

R. Gurumurthy

August 23, 2025 at 3:58 AM IST

Screengrab

Powell’s Precarious Balance

Powell’s Jackson Hole signal of a rate cut showed a Fed caught between rising unemployment risks and Trump’s tariff-fuelled inflation pressures.

BasisPoint Groupthink

August 22, 2025 at 4:41 PM IST

US Federal Reserve

Why India Refuses Asymmetric Bargains in Trade Coercion

India’s refusal to yield to unilateral US tariffs is an assertion of sovereignty in a world where economic power is being weaponised.

Srinath Sridharan

August 20, 2025 at 1:09 PM IST

iStock.com

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

India Paid a Growth Price to Win a Ratings Prize

India’s fiscal discipline won a ratings upgrade and lowered capital costs. Now it must use that space to shield growth from global headwinds.

Kalyan Ram

August 14, 2025 at 3:20 PM IST

Finance Ministry

Basis Life

Tariffs Can Bite Steel, Not Serenity: India’s $21-Billion Neuro-Advantage

India holds the blueprint for cognitive resilience. Fuse ancient neuro-biotech with science, and it becomes hard power no trade war can undermine.

Kirti Tarang Pande

August 14, 2025 at 1:18 PM IST

iStocks/thehakanarslan

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

When a Rate Cut Feels Like a Hike and the Yield Curve Loses its Public Good Role

A 50-bps June cut has turned into a de facto hike as yields climb, eroding monetary transmission and adding to India’s fiscal costs.

Yield Scribe

August 11, 2025 at 2:11 AM IST

iStock.com

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

Tariff Threat Weighs on Rupee, Foreign Exchange Reserves

Trump’s tariffs threaten India’s trade balance and put fresh pressure on the rupee, testing the Reserve Bank’s reserves and policy agility.

Babuji K

August 5, 2025 at 7:17 AM IST

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

RBI Expected to Pause, but Weak Data Opens Door to Further Cuts

The MPC is expected to hold rates steady, but easing bias remains amid low inflation, moderating growth, and risks from US tariffs.

BasisPoint Insight

August 4, 2025 at 12:13 PM IST

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

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

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

Critical Minerals for Steel Tariffs, India Should Play its Cards Well

India can leverage its critical mineral reserves to ease US steel tariffs and secure better trade terms in ongoing bilateral negotiations

G. Chandrashekhar

July 28, 2025 at 1:01 PM IST

iStock.com

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

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

Trade Talks

Why Allowing Some US Agriculture Products May Be Not A Bad Idea

As US–India trade talks heat up, agriculture and GM crop access are on the table. Can India protect jobs and farmers while opening up to US demands? A high-stakes balancing act begins.

G. Chandrashekhar

July 11, 2025 at 2:58 PM IST

iStocks/Tofan Singh

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

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

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

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

WTO Move Against US Signals India Is No Pushover

The action comes at a delicate moment. New Delhi and Washington are exploring a broader Free Trade Agreement, and this retaliation could cast a shadow over negotiations.

Ajay Srivastava

May 13, 2025 at 8:08 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

US, China Agree To Drastically Roll Back Tariffs In Geneva Trade Deal

BasisPoint Insight

May 12, 2025 at 9:09 AM IST

The US Department of the Treasury

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

US-China De-escalate Trade War, Report Progress In Geneva Trade Talks

The US and China have reached an agreement in Geneva aiming to ease trade tensions and address a $1.2 trillion deficit.

BasisPoint Insight

May 12, 2025 at 1:14 AM IST

iStock.com/Rawf8

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

India Should Sidestep Trump’s Tariff Games, Build Value Chains With China

Instead of an FTA, India could pitch a limited “Zero-for-Zero” deal with the US, mirroring Europe’s approach, covering 90% of industrial goods while shielding sensitive areas like autos.

Ajay Srivastava

April 10, 2025 at 6:19 AM IST

iStock.com/NiroDesign

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

Indian Markets Quake as Tremors Rip Through Toronto to Auckland

BasisPoint Insight

April 7, 2025 at 4:57 AM IST

Trump’s Tariff Blitz: A Warning For India’s Trade Negotiators

Trump’s 25% tariffs on Canada and Mexico expose the fragility of U.S. trade deals — even ones Trump himself negotiated.

Ajay Srivastava

March 4, 2025 at 8:22 AM IST

India’s Tariffs Fit WTO Rules, Unlike The United States’ Trade Barriers

India’s tariffs reflect WTO rules designed for developing economies. The real threat to global trade comes from the US abandoning these same rules.

Ajay Srivastava

March 4, 2025 at 5:03 AM IST

Myths And Legends From The Trumpian Fantasy On Trade And Tariffs

Trump’s trade myths—from tariffs paid by exporters to blaming India’s GST—reveal economic delusions with global consequences.

TK Arun

March 4, 2025 at 4:09 AM IST

Gage Skidmore

Trump’s Tit-For-Tat Tariff Plan Calls For Agility

US tariff threats challenge India’s trade policies, pushing for urgent bilateral talks and long-term export diversification strategies.

Vijay Singh Chauhan and Shweta Kushe*

March 3, 2025 at 12:14 PM IST

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Basis Life

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Trade Talks

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Digest

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The Bureau