As expected in our 08-Apr-25 report (10Yr GOI 6.49%) the RBI did cut the Repo by 25bp in its 09-Apr meeting and the 10Yr GOI has fallen from 6.49% to a low of 6.30% instead of rising towards 6.60%. This is contrary to the sharp rise in US10Yr after the imposition of tariffs by the USA led to an exodus from US Bonds and the US Dollar. Surprisingly, despite the fall in Brent to a low of $58.20, the FOMC has refused to lower rates citing increased risk of stagflation in the USA. In our last report we had also said that the RBI it may be on a wait and watch mode in its 06-June meeting. Let us see now.
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July '25 Quarterly Forecast
Our July '25 Dollar Rupee Quarterly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.
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