Standard Chartered Bank’s Steve Englander analyzes market reactions to the potential passage of the Trump tax bill. He notes uncertainty in equities and the dollar. The market anticipates a benign resolution to the tariff deadline. Focus shifts to growth and profits, with AI potentially influencing market tone. The dollar’s future is uncertain, influenced by yields and risk premiums.
Groww’s Ishan Bansal sees structural shift in derivatives participation post regulatory changes
Derivatives business faces a structural reset post FY25 regulatory changes, with growth now driven by a smaller but stable customer base, increased market volatility, and