Selected Tag: OMO
Selected Tag: OMO

Monetary Policy

MPC Signals Maturity as Policy Counters Shocks with Confidence

India’s MPC breaks from old precautionary playbooks, using countercyclical policy and clearer signalling to steady growth, inflation and financial stability.

Ashima Goyal

December 8, 2025 at 3:30 AM IST

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RBI Tweets

Monetary Policy

RBI’s Quiet Hawkishness Behind a Compelled Rate Cut

A dovish rate cut on the surface masks a quiet hawkishness, as the RBI calibrates policy with a cautious eye on reflating a low-inflation economy.

R. Gurumurthy

December 5, 2025 at 11:37 AM IST

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Monetary Policy

RBI Must Avoid June’s Missteps as Stance and Signals Take Centre Stage

The RBI’s December review must prioritise clear signalling and avoid June’s mistakes.

Richard Fargose

December 4, 2025 at 5:28 AM IST

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RBI Tweets

Monetary Policy

Why OMOs Matter in This MPC

In a cycle where the headlines flatter to deceive, the liquidity stance, even more than the repo rate action, will do the heavy lifting.

Madhavi Arora

December 1, 2025 at 9:26 AM IST

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Stranger Things: India’s High Real GDP Hides More Than it Tells

India’s strong real GDP prints mask weak nominal growth, low inflation and strained fiscal dynamics. With tariffs biting and demand fragile, headline numbers mislead, raising questions for markets, policymakers and the path to sustainable expansion.

Yield Scribe

December 1, 2025 at 3:05 AM IST

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iStocks/AlexLMX

State Borrowing Pressures Keep Long-End Yields on Edge

State governments’ borrowing programme needed a fix three months ago and is now proving difficult to stabilise.

Yield Scribe

November 12, 2025 at 2:54 AM IST

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Open Mouths, Open Markets, and RBI’s Signalling Gap

The RBI’s June gamble of frontloaded easing and a sudden neutral stance has backfired, raising borrowing costs. Governor Malhotra now needs both words and deeds.

BasisPoint Groupthink

August 27, 2025 at 6:45 AM IST

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RBI

India’s Bond Market Faces Harsh Reality as Fiscal Pressures Mount 

GST rationalisation gives growth a fiscal lifeline but deepens deficit fears, leaving India’s bond market trapped in a “higher for longer” yield cycle. 

Yield Scribe

August 19, 2025 at 4:00 AM IST

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iStock.com

SBI Research Pushes For 50-BPS Jumbo Rate Cuts To Boost Transmission

The benign inflation outlook, coupled with a moderate growth forecast, has created what the bank describes as a “Goldilocks period” for rate cuts.

BasisPoint Insight

May 5, 2025 at 12:29 PM IST

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Anurag Vijay/CC

Liquidity: Sterilisation, Caution, Or Doubling Down?

FX book chickens come home to roost in 2025-26, and the RBI’s liquidity injections may need to grow even larger to avoid a fresh policy transmission hiccup.

Vivek Kumar

May 1, 2025 at 3:49 AM IST

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RBI Sharpens Liquidity Playbook With April OMOs to Anchor Yields, Transmission

Bond purchases continue even as liquidity turns surplus, reinforcing RBI's push for smooth rate transmission and economic support.

Richard Fargose

April 2, 2025 at 2:23 AM IST

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RBI Swings To Action With OMO Buys As Rate Cut Getting Wasted

Markets shrugged off RBI’s first rate cut in five years — ₹1 trillion OMOs may get some bang for the buck, though not this month.

Kalyan Ram

March 6, 2025 at 4:11 AM IST

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RBI Announces Another FX Swap, More OMOs

BasisPoint Insight

March 5, 2025 at 3:30 PM IST

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The Bureau

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