Macro

Panorama – August 2025

Panorama August 2025 edition is out now! Panorama is a meticulously crafted report that provides a comprehensive overview of the macroeconomic factors and market trends influencing India’s economic landscape. Here are the key insights from the report: Operating profit margins…

Trends & Tides – India CPI July 2025

India’s Consumer Price Index (CPI) inflation eased to 1.55% YoY in July 2025 from 2.10% in the previous month, primarily driven by continued deflation in food prices. Food inflation fell to -0.8% YoY in July 2025 from -0.2% YoY in…

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…

Panorama – June 2025

Panorama June 2025 edition is out now! Here are the key insights from the report: Listed corporations reported a marginal recovery in sales growth and a modest improvement in operating profit margins in FY25. Large-caps reported flat margins and muted…

Trends & Tides – US FOMC June 2025

The US Federal Open Market Committee (FOMC) held the federal funds rate steady at 4.25–4.50% at its June 2025 meeting. The FOMC revised its growth projections downward. The median forecast for Q4 2025 was lowered to 1.4% in the June…

Trends & Tides – India CPI May 2025

India’s Consumer Price Index (CPI) inflation eased to 2.82% YoY in May 2025 from 3.16% in the previous month. The decline in headline inflation was driven by a fall in food inflation to 1.5% YoY in May 2025 from 2.1%…