Fed hawks and doves: what US central bankers are saying

Federal Reserve policymakers are debating the pace and extent of future interest rate reductions. Doves prioritize labor market risks and favor quicker cuts, while hawks emphasize inflation concerns and advocate for a more cautious approach. Recent economic data and policymaker comments reveal a range of perspectives on the appropriate path forward.

Jerome Powell says Fed can afford to be a little more cautious

Federal Reserve Chair Jerome Powell indicated support for a slower pace of interest rate cuts, citing a stronger-than-expected U.S. economy. While some officials lean towards another cut, Powell’s cautious stance aligns with others who prefer to wait for more data on inflation and employment before deciding.

Tata Projects plans IPO in 18 months, to get fit on cash front by then: CEO

The company, whose landmark projects include the New Parliament Building in New Delhi and Atul Setu in Mumbai, derives above 20% of its projects from Tata Group companies such as Tata Consultancy Services, Tata Power, Indian Hotels, Tata Steel and Tata Electronics. The share, Pai said, has gone up from about 8% two years ago […]

MFs help keep NBFC counters open as banks turn cautious

Mutual fund debt exposure to NBFCs, which includes their subscriptions to short-term commercial papers (CPs) and corporate debt, has hovered over ₹2 lakh crore for more than six months. Their outstanding debt exposure touched ₹2.33 lakh crore in October 2024.

Tata Capital’s valuations soar in unlisted market

The company, which debuted in the unlisted market nearly a year ago at ₹300 apiece, has seen its valuations soar to ₹900 per share. Investment bankers attribute the surge to the successful listing of Tata Technologies and the uptick in NBFC valuations.

Traders stock up banks, realty on CRR cut hopes

The Nifty Realty Index and Bank Nifty surged 2.1% and 1.1%, respectively; while the benchmark Nifty ended marginally higher on Wednesday. The Nifty PSU Bank index gained 2.3% and the Nifty Private Bank index inched 0.86% higher. Canara Bank, Federal Bank and Bank of Baroda rose 2-4%.

RBI on tricky terrain of high inflation and slowing growth

RBI Governor Shaktikanta Das faces uncertainty about his future as his six-year term ends amid economic challenges. A slowing economy, persistent inflation, and controversies surrounding inflation calculations have fueled speculation about potential successors. Markets anxiously await the outcome of the MPC meeting and news of Das’s possible extension.