@market-ocean-de.bsky.socialDie Frage ist nun, ob die erwartete Rally bedeutet, dass die Rupie auf festerem Boden steht – oder nur widerspiegelt, dass ihr größter Dollarkäufer aus der Warteschlange genommen wurde. #IndianRupee #RBI #IndiaBonds
@market-ocean-en.bsky.socialIf not, the RBI could end up defending the rupee and its inflation target at the same time. The question now is whether the expected rally means the rupee is on firmer ground, or just reflects its biggest buyer being moved out of the queue. #IndianRupee #RBI #IndiaBonds
@market-ocean-it.bsky.socialLa domanda ora è se il verdetto della banca centrale riuscirà a sostenere la domanda abbastanza da assorbire l'offerta degli Stati, o se sarà il calendario delle aste, più del tasso di riferimento, a fissare il costo del denaro in India. #IndiaBonds #RBI #StateBorrowing
@market-ocean-en.bsky.socialThe question now is whether the central bank's verdict can lift demand enough to absorb the states' supply, or whether the auction calendar, more than the policy rate, ends up setting India's cost of money. #IndiaBonds #RBI #StateBorrowing
@basispointinsight.bsky.social2/5 The pressure is broad. Long-term yields have risen across the US, Europe and Japan, while emerging markets are showing a different kind of resilience.
India is not immune.