Arnab Das of Invesco analyses the US GDP dip. He attributes it to increased imports and policy uncertainties post Liberation Day. Tariff volatility and the ‘culture war’ also contribute. Trump administration’s actions against American institutions create uncertainty. Recent court rulings impact the trade war. Markets show a ‘soft dollar’ trend with international currencies performing well.
Corporate loan demand outpaces retail credit as firms shift from bonds to banks
Corporate sector borrowing from banks is accelerating past individual loans, driven by companies seeking cost savings as corporate bond yields climb. Recent RBI rate cuts
July 2, 2026