Analysis: Interest Rates

India central banker warns of dwindling money market liquidity

MUMBAI -India's call money market faces risks of dwindling liquidity, posing challenges for monetary policy transmission, the nation's central bank chief said in a speech published on Saturday. ...

China's fiscal revenue falls 1.1% in January-March

China's fiscal revenue decline slowed in the first three months this year as Beijing works to shore up its economy while weathering the storm from mounting U.S. tariffs. Fiscal revenue...

IMF sees US-China trade grievances, welcomes India tariff cuts

WASHINGTON -International Monetary Fund Managing Director Kristalina Georgieva said on Thursday that the U.S. and China both have trade grievances, but the world's two largest economies needed to...

IMF sees global growth hurt by trade tensions but no recession

WASHINGTON -Rising trade tensions and sweeping shifts in the global trading system will trigger downward revisions of the International Monetary Fund's economic forecasts but no global recession is...

India markets regulator proposes to increase mutual funds' exposure in REITs, InvITs

India markets regulator on Thursday proposed to increase mutual funds' investment exposure in real estate investment trusts and infrastructure investment trusts . The Securities and...

China property investment falls 9.9% y/y in January-March

Property investment in China fell 9.9% in the first three months of 2025 from a year earlier, after dropping 9.8% in the January-February period, official data showed on Wednesday. ...

Indian central bank's liquidity infusion plan pushes bonds to over 3-yr highs

Indian government bond prices jumped to over three-year highs on Tuesday, led by short-end gains after the Reserve Bank of India announced yet another liquidity injection. Market...

Rates: Is anyone in charge?

The suspense lasted most of last week before Donald Trump granted a 90-day grace period to all his trading partners - except China - which dared to retaliate. Shocking, as their English cousins would...

Japanese government bonds 'within range' as investment target, says Norinchukin's new head

TOKYO -Japanese government bonds are now a natural investment target over the medium and long term for Norinchukin Bank as the return of inflation and higher interest rates have made them more...

Trump says looking at electronics supply chain in national security tariff probe

U.S. President Donald Trump posted on Truth Social on Sunday that his administration is looking at semiconductors and the electronics supply chain as part of upcoming national security tariff...

US bond funds hit by heavy outflows as recession, inflation fears mount

Investors pulled out of U.S. bond funds heavily in the week ending April 9 in a broad selloff triggered by fears of a recession and concerns that the escalating U.S.-China trade war could fuel...

Global bond funds log biggest weekly outflows in over five years

Global bond funds saw their largest weekly outflow in over five years in the week to April 9, as investors pulled back even from traditionally safer bonds amid recession fears and an escalating ...

Bond Vigilantes Hit Their Mark in Treasury Showdown

The past week in the U.S. Treasury market was a reminder of the power and influence of bond markets, as well as the potential consequences of unpredictable policy decisions.

Foreign investors dump $6.5 billion of U.S. equities in a week

Foreign investors dumped $6.5 billion of U.S. equities in the five trading sessions ending Wednesday, BofA Global Research said on Friday, as tariff induced turmoil gripped markets. ...

Growth risks to nudge India central bank towards deeper rate cuts, economists say

The Reserve Bank of India's rate-cutting cycle could be deeper than expected as downside risks to growth and a benign inflation outlook could prompt the central bank to be more accommodative,...

Global investors hunker down for volatility even as tariff pause is welcomed

LONDON -As the dust settles after a bruising week eased by U.S. President Donald Trump's tariff pause, the takeaway from global investors is loud and clear: market turbulence is here to stay. ...

Argentina renews $5 billion swap with China in much-needed FX boost

Argentina renewed a $5 billion activated swap line with China for another year, the South American nation's central bank said on Thursday, shoring up dwindling foreign reserves as even more funds...

Ninety more days of guesswork

What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Financial Industry and Financial Markets Even compared to other market rollercoasters, the one...

Wall Street's week of whiplash brought fear, relief and caution

NEW YORK -Wall Street traders and investors have been sent to the brink over the past week by President Donald Trump's tariff policy, scrambling to figure out strategies and calming clients as...