Analysis: Interest Rates

Price hikes may soon bite as firms sell off pre-tariff inventory, says global business group

LONDON -Tariff-related price hikes may start to bite at the end of the third quarter as companies may by then have sold off U.S. stockpiles built up ahead of the new duties, according to the...

India's RBI unlikely to re-introduce fixed-rate liquidity operations, sources say

MUMBAI -India's central bank is unlikely to re-introduce the policy of lending money daily to banks at a fixed rate, despite increased clamour for it from market participants, three sources said on...

Bank of England set to split again in face of inflation, job risks

LONDON -The Bank of England is expected to cut interest rates next week but the likelihood of a fresh three-way split among policymakers underscores the conflicting risks posed by rising inflation...

Japan's FX reserve account reaps record surplus in FY2024

TOKYO -Japan logged a record surplus of $36 billion from a special government account for foreign exchange reserves in the last fiscal year through March, thanks to solid returns on foreign assets...

Trading Day: Powell in no rush to cut

ORLANDO, Florida -TRADING DAY Making sense of the forces driving global markets By Jamie McGeever, Markets Columnist  The dollar and U.S. bond yields rose...

Get set for 3-day obstacle course

What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets  World markets have hunkered down for three days of economic health...

US, China tariff truce holds for now but US says Trump has final say

STOCKHOLM -U.S. and Chinese officials agreed to seek an extension of their 90-day tariff truce on Tuesday, following two days of what both sides described as constructive talks in Stockholm aimed at...

Remembering the downsides to tariffs

A look at the day ahead in European and global markets from Wayne Cole. Asian markets have been quietly picking up the pieces after the U.S./EU tariff party turned into a bust. It was...

Indonesia's FDI drops 6.95% y/y in Q2, biggest fall since 2020

JAKARTA -Foreign direct investment into Indonesia dropped 6.95% in the second quarter from a year earlier to 202.2 trillion rupiah , investment ministry data showed on Tuesday, marking the deepest...

What's at stake for Japan's fragile bond market this week

TOKYO -Japan's bond market faces stern tests this week, from domestic political ructions and a possible hawkish shift at the central bank to global risks stemming from the Federal Reserve. ...

China January-June fiscal revenue dips, expenditure rise slows down

BEIJING -China's fiscal revenue dipped 0.3% in the first six months from a year earlier, the finance ministry said on Friday, maintaining the rate of decline seen between January and May. ...

Exclusive-Shanghai bourse gives bond investors a taste of high yields with new framework, sources say

The Shanghai Stock Exchange plans to facilitate more companies to issue bonds and attract investors with a new framework for such issuances, two sources said, as China looks to boost funding options...

IMF plans August mission to Senegal on hidden debt, new programme

LONDON/NEW YORK -The International Monetary Fund plans a mission to Senegal in August to address hidden debt and start talks on the contours of a new loan programme, it said on Thursday. ...

Three Indian infra investment trusts eye $500 million debt in coming weeks, sources say

MUMBAI -Three Indian infrastructure investment trusts, including the National Highways Infrastructure Trust, are planning to raise up to 43 billion rupees through corporate bonds in the coming...

Once bitten, twice shy: Indian banks wary of parking funds with RBI after rate jolt

MUMBAI -Indian banks are likely to adopt a cautious approach in deploying funds at the central bank's reverse repo auction which is likely to take place on Friday after a recent cash crunch forced...

India's private sector sees robust growth despite inflation and job concerns, PMI shows

BENGALURU -Growth in India's private sector remained robust in July, supported by strong manufacturing and international demand, but rising inflation and weaker employment generation tempered the...

India's economy holding up despite global uncertainties, central bank bulletin says

MUMBAI -India's economy continues to hold up against a global flux, dealing with the impact of geopolitical tensions and trade uncertainties, the Reserve Bank of India said in its monthly bulletin...

Japan deal electrifies markets

What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets What had been a quiet week in markets was electrified by a U.S.-Japan...

Resurgence of India rate-cut wagers revives foreign investor interest in bonds

MUMBAI -Foreign appetite for Indian government bonds is back, with inflows picking up steadily over the last month, as investors gauge fresh expectations of a rate cut by the Reserve Bank of India as...