Fed’s Pause Tightens the Screws on RBI’s Room To Move

A cautious, divided Fed has delayed easing just as global risks rise, leaving the RBI with less room to manoeuvre or defend the rupee

BasisPoint Insight

April 30, 2026 at 2:59 AM IST

US Federal Reserve

The Morning Edge

Asian Markets Down as Oil Surge, FOMC Division Weighs on Sentiment

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

Dehuti Jani

April 30, 2026 at 1:52 AM IST

Federal Reserve

Market Wrap

Benchmarks Rise on Earnings Boost Despite Oil Above $114

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 29, 2026 at 11:36 AM IST

iStock.com

Trump's Self-Defeating Attacks on the Fed

Instead of quietly winding down the meritless investigation of US Federal Reserve Chair Jerome Powell, the Trump administration has ramped it up, with prosecutors showing up unannounced at the Fed’s construction site. But the president's political charade will only delay the confirmation of Kevin Warsh as Powell’s successor.

Michael R. Strain

April 22, 2026 at 3:19 AM IST

White House

US Institutional Decay Is Threatening Global Finance

Even through tumultuous political cycles, the Federal Reserve, the Securities and Exchange Commission, and the Federal Trade Commission have been able to signal that US markets operate under clear, impersonal, reliably enforced rules. But this is no longer true, and the implications for the rest of the world are dire.

Jayant Sinha

March 24, 2026 at 4:22 PM IST

US Federal Reserve

What Will the Fed's "Warsh Era" Bring?

The next Federal Reserve chair will inherit an institution that, by any historical measure, is deeply fractured internally and lacks credibility externally. By strengthening the Fed’s analytical framework and establishing a "balance-sheet theory," Kevin Warsh can oversee the institution's return to excellence.

Mohamed A. El-Erian

February 26, 2026 at 11:48 AM IST

Kevin Warsh's Dangerous Monetary Nostalgia

The next Fed chair seems to think that the large size of the central bank’s balance sheet reflects a discretionary policy choice which can and should be reversed. In reality, however, the Fed's balance sheet has become part of the financial system’s core infrastructure, and shrinking it would carry serious risks.

Lucrezia Reichlin

February 9, 2026 at 3:53 PM IST

The Morning Edge

Markets Tilt Risk-On as Equities Rise Despite Political and Geopolitical Noise

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

January 13, 2026 at 1:47 AM IST

The Morning Edge

Global Markets Edge Higher but Geopolitics and Fed Uncertainty 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

January 12, 2026 at 1:55 AM IST

Federal Reserve

Get Ready for an Overdue Fed Overhaul

A fractured Fed, unreliable data, and colliding goals have pushed policy into uncertainty. What matters now is not who votes—but whether the institution can evolve.

Mohamed A. El-Erian

November 29, 2025 at 7:49 AM IST

Federal Reserve

Will the AI Bubble Trigger a Financial Crisis?

It is worth pondering whether a bursting AI bubble could compromise the ability of other non-bank financial institutions to repay their loans.

Hilary J. Allen

October 29, 2025 at 12:05 PM IST

iStock.com

The Bureau

Govt Steps in With ₹2.6 Trillion Credit Guarantee for Businesses, Airlines

RBI’s Gupta Flags Possible Tweaks to Inflation Framework at 2031 Review

India Among Most Resilient Emerging Markets to Global Shocks, Says Moody’s

India States’ Fiscal Risks Rise as Welfare Spending Entrenches

US Keeps India on IP Watch List, Presses for Dilution of Patent Rules

Fed’s Pause Tightens the Screws on RBI’s Room To Move

India's Factories Weather One Shock, Face Tougher Test Ahead

Deficient Monsoon, Iran War: A Double Shock to India’s Rural Economy

Learning to Shoot: I Tried to Fly Before I Could Walk