If there is a continued easing in the US labour market, then what Chairman Powell said at this central bankers meeting in Europe a couple of days ago would hold true, that the Fed is headed towards easing and the consensus seems to be thinking that it might happen by September, says Arvind Sanger.
90-day tariff pause not a reversal, just prolongs market uncertainty: Rajeev Agrawal
Rajeev Agrawal of DoorDarshi India Fund suggests navigating market volatility stemming from President Trump’s tariff policies. He believes tariffs’ impact on India’s GDP is minimal,