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File Name |
File Size |
Select |
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TFP W25 2026 - Many shades of precautionary savers, 22 Jun 2026 |
659.69 KB |
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BI and Fed Policy - No peace for rates, 18 Jun 2026 |
958.34 KB |
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FX Reserves - Running out of ammo, 09 Jun 2026 |
742.14 KB |
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BI Policy - Jolted into action, 09 Jun 2026 |
816.66 KB |
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TFP W23 2026 - Questions on three cues, 08 Jun 2026 |
686.13 KB |
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International Trade - 'Check engine' light on, 05 Jun 2026 |
659.12 KB |
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CPI - Slowly creeping up, 02 Jun 2026 |
551.67 KB |
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TFP W21 2026 - Bigger targets require more daring tools, 25 May 2026 |
699.5 KB |
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Balance of Payment - The Twin Deficit, 25 May 2026 |
509.54 KB |
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BI Policy - Shifting Gears, 21 May 2026 |
861.11 KB |
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TFP W20 2026 - Corporate earnings Q4 2025 – Q1 2026; Sliding down the hill, 18 May 2026 |
767.23 KB |
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TFP W19 2026 - The cost to stability, 12 May 2026 |
791.48 KB |
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FX Reserves - One floodgate closed, another one remains, 08 May 2026 |
757.36 KB |
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GDP - (Too) many tailwinds, 05 May 2026 |
732.76 KB |
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TFP W18 2026 - Some soothing winds from the East China Sea, 05 May 2026 |
668.86 KB |
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International Trade - Cool breeze before autumn, 04 May 2026 |
660.18 KB |
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CPI - Shielding domestic prices, 04 May 2026 |
706.88 KB |
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FOMC - Waiting for the regime change, 30 April 2026 |
644.17 KB |
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TFP W17 2026 - Still standing, but the ground is shifting, 28 Apr 2026 |
711.84 KB |
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BI Policy - Balancing act in uncertain times, 23 Apr 2026 |
814.14 KB |
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TFP W16 2026 - When high tides forced to find alternative paths, 20 Apr 2026 |
798.17 KB |
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TFP W15 2026 - Defending against unwinding risks, 13 Apr 2026 |
692.15 KB |
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FX reserve - A new game in town, 09 Apr 2026 |
780.16 KB |
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International Trade - An artificial wall, 01 Apr 2026 |
651.47 KB |
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CPI - Stable prices now, stagflationary fears ahead, 01 Apr 2026 |
600.52 KB |
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TFP W13 2026 - Getting past the peak of consumption, 30 Mar 2026 |
645.62 KB |
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FOMC - Carrying on pragmatically, 25 Mar 2026 |
641.36 KB |
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TFP W11 2026 - Poking the Pandora’s box, 16 Mar 2026 |
734.78 KB |
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TFP W10 2026 - Choosing a fiscal path amidst the fog of war, 10 Mar 2026 |
563.78 KB |
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FX Reserves - Another cloudy month, 06 Mar 2026 |
697.04 KB |
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International Trade - A very challenging road ahead, 03 Mar 2026 |
577.17 KB |
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TFP W9 2026 - Sudden strikes, prolonged supply cuts, 03 Mar 2026 |
620.73 KB |
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CPI - Flying off the handle, 02 Mar 2026 |
598.41 KB |
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Quick comments on US tariff decision - When the levee breaks, 24 Feb 2026 |
453.57 KB |
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TFP W8 2026 - Some ripple beneath the tranquil sea of liquidity, 23 Feb 2026 |
630.43 KB |
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Balance of Payment - Flipping the deficit, 20 Feb 2026 |
426.01 KB |
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BI Policy - In no place nor shape for rate cuts, 19 Feb 2026 |
735.28 KB |
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TFP W6 2026 - Pressurised but not pressured, 09 Feb 2026 |
601.01 KB |
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FX Reserves - Kicks off with bumpy roads, 09 Feb 2026 |
748.08 KB |
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GDP - The spirit carries on, 06 Feb 2026 |
542.87 KB |
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TFP W5 2026 - All down when King Dollar stands, 03 Feb 2026 |
595.93 KB |
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International Trade - Spectacular trade, modest surplus, 02 Feb 2026 |
570.56 KB |
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CPI - Cool on the Surface, Warm Underneath, 02 Feb 2026 |
469.08 KB |
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GDP Nowcast - A firmer year end outlook, 02 Feb 2026 |
421.25 KB |
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FOMC - In a holding pattern ahead of policy whirlwinds, 29 Jan 2026 |
560.47 KB |
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2026 Global Economic Outlook - A tale of two economies; Navigating the divergence between financial markets and real economy, 28 January 2026 |
1.84 MB |
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TFP W4 2026 - Separating the good from the bad, 26 Jan 2026 |
544.42 KB |
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BI Policy - Waiting for the Clouds to Part, 21 Jan 2026 |
714.9 KB |
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TFP W3 2026 - Switching for the better, 20 Jan 2026 |
537.46 KB |
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TFP W2 2026 - Fiscal-fed liquidity windfall, 13 Jan 2026 |
565.51 KB |
