Analysis: Interest Rates

India's new lending curbs seen squeezing trading firms

The Indian central bank's curbs on bank funding for proprietary trading could spur trading firms to shift business offshore and may force smaller players to shut down, executives and analysts said. ...

Trump pivots to new 10% global tariff, new probes after Supreme Court setback

U.S. President Donald Trump moved swiftly on Friday to replace tariffs struck down by the Supreme Court with a temporary 10% global import duty for 150 days and ordered new investigations under other...

Most of India's rate panel sees little room for rate cuts, minutes show

A majority of members of India's interest-rate setting panel view current policy rates as suitable for the economy, according to minutes from the February meeting released on Friday, though two...

Bank Indonesia holds rates steady, focus remains on 'undervalued' rupiah

Indonesia's central bank held rates unchanged for a fifth straight policy review on Thursday, as expected, with its focus remaining on the rupiah after turmoil in the country's financial markets amid...

Indian brokers seek 6-month freeze on RBI curbs on bank lending, document shows

An Indian brokers' body has sought a six-month pause on rules that will tighten bank lending to stock brokers and other market intermediaries from April 1, according to a document reviewed by Reuters...

Japan exports jump, business mood improves as IMF warns of risks to growth

Japan's exports jumped in January and manufacturers' confidence improved this month, data showed on Wednesday, offering Tokyo some hope that robust Asian demand will help shore up a stuttering economy...

What if the Fed doesn't cut rates in 2026?

The US economy does not appear to need rate cuts.

India's central bank proposes 10% exposure limit for banks lending to REITs

India's central bank on Friday proposed that banks be allowed to lend to Real Estate Investment Trusts with safeguards such as an exposure ceiling of 10% of the bank's eligible capital base and...

Dancing in the dark

Feb 13 -   Everything Mike Dolan and the ROI team are excited to read, watch and listen to over the weekend. From the Editor Hello Morning Bid readers!  ...

Foreign allocations lag India's growth potential, Amundi says

India's rising share of global economic growth is not adequately reflected in foreign portfolio or strategic investment flows, the head of macro policy research at Amundi Investment Institute said. ...

State firms in China buy foreclosed properties to slow downturn

Chinese state-owned companies are buying foreclosed property projects, in a sign that long-promised government efforts to reduce massive oversupply in the crisis-hit housing sector are finally getting...

India central bank proposes stricter rules for loan-recovery agents

India's central bank has proposed to tighten rules for lenders using agents to recover dues, including curbing the use of borrowers' personal information and mandatory recording of phone calls. ...

India's central bank proposes rules to tighten bank sales practices

The Indian central bank on Wednesday proposed stricter regulations on how lenders advertise, market and sell their own and third-party financial products, targeting practices such as mis-selling and...

Warsh has won Trump's confidence. But what about the bond market's?

History shows the bond market tests Fed chairs.

Japan markets welcome chance of a long-stay PM

A look at the day ahead in European and global markets from Wayne Cole. So, something political markets actually like. Japan's first female Prime Minister Sanae Takaichi knocked it out...

Indian rupee to gauge sustenance of foreign flows, bonds back to supply worries

Indian foreign exchange traders will watch foreign portfolio inflows this week to see whether the rupee's rally, sparked by last Monday's U.S.-India trade deal announcement, could extend...

India to introduce risk-based deposit insurance premiums for banks from April 1

India is set to overhaul how banks pay for deposit insurance, by linking premiums to a lender's risk profile instead of a decades-old flat fee, under a new RBI framework that aims to incentivise...

Marginal rise in India government net borrowing should comfort market, RBI governor says

India's central bank head said on Friday that the market's focus on the size of the federal government's gross borrowing for the next financial year could be misleading and that net borrowing provides...

German exports rise 4% in December

German exports rose more than expected by 4% in December compared with the previous month, data from the federal statistics office showed on Friday. The was above a forecast of 1% in a...