Not All Coins Are Equal: India’s Deliberate March Toward Digital Money

India cautiously explores stablecoins and CBDCs, balancing innovation, programmability, and systemic stability in a rapidly digitalising financial world.

R. Gurumurthy

October 10, 2025 at 3:21 AM IST

RBI

The Morning Edge

Ceasefire Eases Geopolitical Tensions, But US Shutdown Keeps Markets Guarded

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

October 10, 2025 at 1:29 AM IST

Jaber Jehad Badwan/Via WikiCommons

The Morning Edge

Markets Turn Risk-On Amid AI Boom, Fed Rate-Cut Hopes

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

October 9, 2025 at 1:42 AM IST

Federal Reserve

The Morning Edge

Caution Reigns as Gold Shines Bright in Risk-Off 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

October 8, 2025 at 1:34 AM IST

stock/Andy

The Morning Edge

Investors Turn Defensive on US Shutdown, Europe’s Political Volatility

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

October 7, 2025 at 1:39 AM IST

The Morning Edge

Risk-Off Mood Persists Despite Nikkei’s Record High

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

October 6, 2025 at 2:07 AM IST

Wikkicommans

India’s Growth Story Meets Its Consumption Wall

Tax breaks lift demand for now, but slowing income, weak investment, and US tariffs threaten to sap India’s growth momentum.

Shilpashree Venkatesh

October 4, 2025 at 12:54 PM IST

iStock.com

Briefing

Rupee’s Strategic Faultline-SWOT analysis

The rupee’s fate will hinge less on daily volatility and more on how India tackles its oil dependence, export narrowness, and dollar reliance.

Babuji K

October 3, 2025 at 10:19 AM IST

The Morning Edge

Risk-Off Sentiment Deepens on US–Russia Tensions, Shutdown, and Fed Uncertainty

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

October 3, 2025 at 1:04 AM IST

Kremlin

The Morning Edge

US Shutdown Uncertainty Fuels Safe-Haven Demand, Drive Dollar Weakness

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

October 1, 2025 at 1:32 AM IST

iStocks/Dmitry Vinogradov

The Morning Edge

Global Markets Risk-Off as US Shutdown Looms, Safe-Haven Gold Surges Above $3,800

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

September 30, 2025 at 1:38 AM IST

iStock.com/rvimages

The Morning Edge

Asian Shares Slip as US Shutdown, Tariffs and Geopolitical Tensions Loom

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

September 29, 2025 at 1:57 AM IST

iStocks/Dmitry Vinogradov

Briefing

Currencies Under Siege as Fiscal Dominance Takes Hold

When fiscal dominance weakens central banks, the first casualty is often currency stability. The rupee’s path today echoes the struggles of the yen and yuan.

V Thiagarajan

September 26, 2025 at 6:56 AM IST

iStock/Pla2na

The Morning Edge

Trump’s Tariffs on Drugs Hit Asian Shares; Strong US Data Clouds Fed 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

September 26, 2025 at 1:47 AM IST

The Morning Edge

Asian Shares Struggle for Direction as Tech Weakness Meets Geopolitical Risks

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

September 25, 2025 at 1:56 AM IST

Briefing

Bitcoin Inside - Are We Smelling a Super-Prime Crisis?

Strive’s $1.3 billion deal shows how Bitcoin inside corporate wrappers creates systemic risk

R. Gurumurthy

September 24, 2025 at 9:13 AM IST

Istock/BlackJack3D

The Morning Edge

Risk-Off Mood Grips Asia After Fed Signals Unclear Rate-Cut Trajectory

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

September 24, 2025 at 2:04 AM IST

US Federal Reserve

Monetary Policy

India’s Wage Malaise Leaves RBI Little Room to Hide

With inflation subdued and nominal growth slipping, structural reforms and monetary easing must work together. The October policy is a test of intent.

Yield Scribe

September 23, 2025 at 6:42 AM IST

iStock.com

The Morning Edge

Asian Markets Edge Higher as Wall Street Rally Sparks Cautious Optimism

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

September 23, 2025 at 1:44 AM IST

Plaza Accord at 40: A Time Capsule of Macroeconomic Diplomacy

Forty years after the Plaza Accord tamed an overvalued dollar, can Washington still bend currencies to its will in a multipolar, fast-moving financial world?

R. Gurumurthy

September 22, 2025 at 1:44 PM IST

iStock.com

The Morning Edge

Asian Equities Advance Amid Uncertainty; US Visa Policy Clouds Indian IT 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

September 22, 2025 at 2:05 AM IST

Via WikiCommons

The Morning Edge

US Stocks at Records on Intel Surge, Fed Cut; Asia Awaits BOJ Decision

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

September 19, 2025 at 1:49 AM IST

The Morning Edge

Powell Frames Fed Cut as Risk Management, Equities Struggle for Direction

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

September 18, 2025 at 1:38 AM IST

US Federal Reserve

The Morning Edge

TikTok Win-Win Deal Seen, but Fed Rate Decision Keeps Markets on Edge

Richard Fargose

September 17, 2025 at 1:19 AM IST

Via WikiCommons

BRICS - Building Brick by Brick

BRICS is building financial muscle with $5.1 trillion reserves and 90% local trade settlements, yet tariffs and weak coordination test its resolve.

Babuji K

September 16, 2025 at 5:52 AM IST

The Morning Edge

Trump Urges Fed for Larger Rate Cut; US and China Reach TikTok Framework Agreement

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

September 16, 2025 at 1:42 AM IST

iStock.com

The Morning Edge

Asia Stocks Mixed; Fed Cut Hopes and US-China Talks 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

September 15, 2025 at 1:55 AM IST

iStock.com/Rawf8

The Morning Edge

US CPI Rise Overlooked as Fed Cut Bets Drive Markets; Bessent to meet Chinese Vice Premier

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

September 12, 2025 at 1:28 AM IST

The US Department of the Treasury

The Morning Edge

Asian Equities Gain on Fed Cut Bets, but Global Political Risks Keep Markets Cautious

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

September 9, 2025 at 1:58 AM IST

iStock.com/aristotoo

The Morning Edge

Equities Gain on Fed Rate-Cut Optimism; Yen Slides Amid Japan’s Political Transition

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

September 8, 2025 at 2:04 AM IST

The Global Economy Shrugged

Global growth has defied Trump’s sweeping tariffs, with households, firms, and markets adapting swiftly, leaving economists puzzled by the resilience.

Michael Debabrata Patra

September 1, 2025 at 5:35 AM IST

White House/Via WikiCommons

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 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

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

Central Banks Swipe Right on Gold, Left on the Dollar

India’s rising reserves mask a deeper truth, as the age of dollar monogamy gives way to messy multipolar dating games.

R. Gurumurthy

August 20, 2025 at 4:39 PM IST

iStock.com

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

All That Glitters: Gold Reserves Surge in Challenge to Dollar’s “Exorbitant Privilege”

Central banks are hoarding gold at record pace, hedging against dollar risk and geopolitical shocks. The yellow metal may not dethrone* the greenback yet, but it is back in the game.

Michael Debabrata Patra

August 14, 2025 at 3:27 AM IST

Screengrab from "RBI Unlocked: Beyond the Rupee" series (JioHotstar)

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

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

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

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

Exorbitant Privilege: Why the Dollar Still Reigns Despite Headwinds

The US dollar faces political and policy headwinds, but no true rival threatens its dominance. At least, not yet.

Michael Debabrata Patra

August 1, 2025 at 6:17 AM IST

baona/iStock.com

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

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

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

Through the Glass Darkly: Listing The Known Unknowns

As global risks mount, from volatility in the Russian oil supply to uncertainty over the future of the Fed chair, are we adequately prepared for the coming economic shocks?

Abheek Barua

July 23, 2025 at 10:02 AM IST

Federal Reserve

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

Stablecoins and Sovereignty: Why India Must Watch, Not Rush

India must resist FOMO on stablecoins. The US is playing digital geopolitics—India should respond with timing, not haste, to protect sovereignty.

R. Gurumurthy

July 22, 2025 at 9:58 AM IST

iStock.com

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

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

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

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

The End Of America’s Exorbitant Privilege

If Donald Trump refuses to heed investors’ warnings, as seems likely, the US should brace for a dollar and bond-market crisis in the run-up to next year’s midterm elections.

Desmond Lachman

July 7, 2025 at 3:05 PM IST

baona/iStock.com

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

Defusing The Stablecoin Time Bomb

Unlike other cryptocurrencies that are tethered to nothing, stablecoins are issued by private corporations that promise that their tokens will faithfully track the value of the US dollar.

Yanis Varoufakis

July 2, 2025 at 1:11 PM IST

Via WikiCommons

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

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

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: 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

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

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

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

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

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

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

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

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

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

Interview

Dollar Needs A Hedge As Global Reset Underway, Says ICICI Bank's Prasanna

The dollar is no longer sacrosanct, says B. Prasanna, who also sees 50 bps rate cuts, stable rupee, and mid-cap opportunities ahead.

BasisPoint Insight

June 5, 2025 at 8:26 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: 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

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

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

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

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

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

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

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

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

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

Remittance Tax

The Ugly Side Of Donald Trump’s The One Big Beautiful Bill

The US proposal to tax remittances will hit Indian household income and may also have a bearing on the exchange rate. Nearly, 28% of India’s $120 billion remittance in 2023–24 came from the US.

Ajay Srivastava

May 19, 2025 at 9:09 AM IST

Gage Skidmore/CC

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

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

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

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

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

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

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

Don’t Mistake Calm For Clarity

India’s market resilience after Operation Sindoor shows strength but may hide risks. Markets are quick to forget and quicker to correct.

Krishnadevan V

May 8, 2025 at 1:32 AM 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

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

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

Prepare For The Global Euro

If a currency is to serve an international role, the country issuing it generally needs to enjoy economic preeminence and occupy a central position in global trade.

Hélène Rey

May 5, 2025 at 3:00 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

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

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

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

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

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

Time for EU Bonds to Shine

There is a compelling case for capitalising on current opportunity to issue many more common bonds, and to roll over existing EU debt as it matures.

Philippe Legrain

April 23, 2025 at 4:14 AM IST

iStock.com/filmfoto

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

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

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

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

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

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

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

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

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

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

Rupee Steadies As RBI Fires On All Fronts To Calm FX And Liquidity

The rupee’s slide reversed as RBI stepped in with dollar sales, swap deals, and liquidity tools to restore calm without chasing a fixed exchange rate.

Manoj Rane

April 4, 2025 at 3:38 PM IST

Anurag Vijay/CC

A Weak Dollar...Ich bin oder nicht bin?

As Trump unveils his tariff policy, the burden may be shifting from the US dollar to manufacturing. What are the threats and opportunities for countries like India?

R. Gurumurthy

April 3, 2025 at 5:54 PM 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

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

Goodbye, Mr Greenback?

For long, the status of the dollar has given the US the “exorbitant privilege” of being unconstrained by its external balances.

Abheek Barua

March 24, 2025 at 3:12 AM IST

baona/iStock.com

Trump, Bitcoin, And The Future Of The Dollar

US' decision to join the reserve-diversification party raises serious doubts about the future of its own currency’s hegemony.

Carla Norrlöf

March 12, 2025 at 3:22 AM IST

baona/iStock.com

Rupee At A Crossroads: Stability, Competitiveness, And The Fragility Of Reserves

India’s reserves are built on capital inflows rather than trade surplus, making them vulnerable to sudden exits.

Abheek Barua

February 16, 2025 at 3:41 PM IST

The Bureau

Gold ETFs Log Record Inflows in September; Equity Fund Inflows Ease for Second Month

Steel Industry Gets Temporary Relief on BIS Rule; GTRI Urges Full Rollback

As Bihar Turns Into a Battleground, Swing Voters Could Rewrite the Map

Centre Primes States With Early Cash Before Festivals

India’s Biggest Investor Base Is Still on the Sidelines

RBI Reopens Rate Door, December Cut Alive

Most Indian Pharma Exports May Escape US Tariff, But Uncertainty Clouds Branded Generics

Moody’s Affirms India at Baa3, Flags Fiscal Constraints and Tariff Uncertainty

From SBI Treasury to AMFI: Venkat Chalasani’s Market Journey

Jallikattu: Tamil Nadu’s Ancient Bull-Taming Tradition