Month: July 2025

Trends & Tides – US FOMC July 2025

The US Federal Open Market Committee (FOMC) kept the federal funds rate unchanged at 4.25%-4.50% in its July 2025 meeting. In the post-policy press conference, Federal Reserve Chair Jerome Powell mentioned that while policy rates remain ‘moderately restrictive,’ the economy…

Panorama – July 2025

Panorama July 2025 edition is out now! Here are the key insights from the report: The banking sector’s asset quality continues to improve, with the GNPA ratio at a multi-decade low. RBI’s stress tests project the GNPA ratio to rise…

Trends & Tides – India CPI June 2025

India’s Consumer Price Index (CPI) inflation eased to 2.10% YoY in June 2025 from 2.82% in the previous month. For Q1FY26, inflation averaged 2.7% YoY, undershooting the RBI’s June policy projection of 2.9%. The decline in headline inflation was driven…