Analysis: Interest Rates

Rates: Powell adopts the dovish attitude

Sometimes it doesn't take much to be happy. Not because the Fed has a clear vision to share, but rather because it has avoided the words that traditionally anger investors: out-of-control inflation,...

Sovereign fund Danantara Indonesia names 'dream team' of former presidents, Sachs, Dalio and ex-Thai PM Thaksin

New sovereign fund Danantara Indonesia unveiled on Monday what it called a dream team to chart its strategy, including ex-presidents as well as advisory roles for hedge fund manager Ray Dalio,...

Glum end to markets week as tariffs loom

A look at the day ahead in U.S. and global markets from Mike Dolan It's Friday, so today I'll provide a quick overview of what's happening in global markets and then offer you some...

Role of Indonesia central bank must be strengthened to support growth ambitions, top lawmaker says

The role of the Indonesia's central bank must be strengthened to help support the government's economic growth target of 8% by 2029, a lawmaker heading a parliamentary committee overseeing...

Trump says he believes India will be lowering tariffs on US, Breitbart reports

U.S. President Donald Trump told Breitbart News in an interview on Wednesday that he believes India will probably be lowering the tariffs it imposes on American goods. I believe they're...

Indian economy resilient amid global trade war uncertainties, says cenbank

Strong macroeconomic fundamentals are likely to help India sustain its growth momentum even as the global economy faces uncertainty amid the escalating trade tensions, the Reserve Bank of India said...

Indonesia central bank does not expect change to mandate in financial law revision, governor says

Bank Indonesia governor on Wednesday said there had been talks about the central bank's mandate during discussions on parliament's planned revision to a 2023 financial law, but underlined no changes...

Bank Indonesia could tip the scales in its shaky markets

As Indonesia's government plays fast and loose with its spending plans, a slow exit of foreign investors is turning into a tide that risks engulfing the relatively stable rupiah and bonds. ...

Sri Lanka's economy grew 5% in 2024, rebounding from crisis

Sri Lanka's economy grew 5% last year, official data showed on Tuesday, marking a strong rebound from the country's worst financial crisis in decades. The economy grew 5.4% in the fourth...

Bond investors brace for US slowdown, shed risk as Fed seen on hold

NEW YORK -Bond investors are bracing for a U.S. economic downturn, as they pare back risky exposures, while many are extending duration in their fixed-income portfolios, taking in to account a...

"Bull crash" drives biggest ever drop in US equity allocation - BofA

Allocation to U.S. stocks saw the biggest drop ever in March with concerns over stagflation, trade wars and end of U.S. exceptionalism driving a bull crash in sentiment, a survey of investors from...

Rates: Inflation eases but uncertainties remain

The publication of encouraging statistics on US inflation is not expected to alter the current policy of the Federal Reserve, which is due to meet on Wednesday. Investors are still betting on a status...

Bank Indonesia to hold rates steady on March 19, cut in Q2

Bank Indonesia will hold interest rates steady on Wednesday to protect the rupiah from further depreciation amid growing global trade tensions, but is expected to cut them next quarter to prop up...

China property investment falls 9.8% in Jan-Feb y/y

Property investment in China fell 9.8% in the first two months of 2025 from the same period a year earlier, after tumbling 10.6% in 2024, official data showed on Monday. Property sales...

China February new bank loans fall to 1.01 trillion yuan, below forecasts

China's banks extended 1.01 trillion yuan of new loans in February, well below analysts' forecasts, according to Reuters calculations based on data released by the People's Bank of China . ...

India central bank chief urges common pool of climate-focused projects to enhance financing

Indian banks and non-bank finance companies should consider setting up a common pool of bankable projects for climate-related financing, the country's central bank chief Sanjay Malhotra said on...

Forget threats, the tariff war is underway

Morning Bid U.S. What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Financial Industry and Financial Markets The mere threat of a...

India's FX priorities challenge 'impossible trinity' assumptions

India's central bank is prioritising currency stability over concerns about credit market tightness, defying wider market expectations it would need to let the rupee fall more if it is to free up...

Rates: High tensions in Europe as defense budgets increase

Every cloud has a silver lining. After deluding themselves for over 50 years, Europeans seem to be discovering, to their horror, that they will have to provide for their own defense rather than rely...