Analysis: Interest Rates

Indonesia current account deficit widens to 0.6% of GDP in 2024

Indonesia posted a $1.1 billion deficit in its current account in the final quarter of 2024, equivalent to 0.3% of GDP, the central bank said in a statement on Thursday. The country...

Foreign holdings of US Treasuries fall in December

Foreign holdings of U.S. Treasuries fell in December as the two largest foreign holders of the government debt, Japan and China, both cut their portfolios, data from the Treasury Department showed on...

Rates: No further cuts in sight

The release of a rising consumer price index provided further evidence that the Fed intends to pause its rate-cutting cycle. Moreover, Jerome Powell took advantage of his Senate hearing to hammer home...

Trump's focus on US yields fuels bets on bank leverage rule review

The Trump administration's pledge to contain long-term U.S. Treasury yields has strengthened bond market expectations that a long-desired regulatory shift on bank leverage requirements could be...

India's RBI to enhance liquidity next week to cover for tax outflows

The Reserve Bank of India will step up its liquidity infusion and inject over $16 billion next week into the banking system, which will see large outflows owing to tax payments. The RBI...

India's central bank supersedes board of New India Co-operative Bank

India's central bank said on Friday it has taken control of the board of New India Co-operative Bank for 12 months, a day after its depositors were barred from withdrawing money from the lender. ...

Chinese exporters brace for 'rat race' in shift away from US

Jeremy Fang, a sales officer at a Chinese aluminium products maker, is trying to export more to markets in Asia, Africa and Latin America to offset the U.S. tariffs' impact. The problem, he says, is...

Financial services, IT will be most attractive for PE buyouts in 2025, industry group head says

India's financial services and IT sectors will be the most attractive sectors for private equity buyouts this year, the head of the Indian Venture and Alternate Capital Association told Reuters this...

Ukraine ceasefire hopes soften US inflation blow

A look at the day ahead in Asian markets.  Investors banking on the recent decline in U.S. bond yields and the dollar underpinning a rally across risk assets got a stark reminder in the...

Private equity poised for growth in India as IPOs wane, industry executives say (February 11)

Indian private equity and venture capital firms are hoping the ongoing slump in markets this year will force businesses to tap private funding unlike 2024 when a red-hot IPO market saw many investors...

Bank Indonesia says liquidity measure will support government housing goal

Indonesia's central bank said it will increase to 80 trillion rupiah the amount of liquidity freed up by reducing reserve requirements for banks that lend to the property sector, to support...

India has 'enormously high' tariffs, White House economic adviser Hassett says

India has enormously high tariffs that lock out imports, U.S. President Donald Trump's top economic adviser Kevin Hassett said on Monday, adding that Indian Prime Minister Narendra Modi had a lot to...

India inflation likely fell to 4.60% in January as food price rises moderated

India's consumer inflation likely fell sharply to a five-month low of 4.60% in January from 5.22% in December on slowing food price rises, according to economists polled by Reuters.  ...

Interest rates: A wind of optimism

Two weeks ago, Deepseek threw a spanner in the works by proposing an open-source generative AI. But has the Chinese application really reshuffled the deck? The game is far from over.

Cloudy Amazon, payrolls and a flatter curve

A look at the day ahead in U.S. and global markets from Mike Dolan Another forecast miss from a U.S. megacap combines with caution ahead of January's employment report to keep a lid on...

India central bank set to allow trading in bond forwards

The Reserve Bank of India is set to allow trading in bond forwards that long-term investors can use to manage their interest rate risk, the central bank said on Friday. We have been...

India central bank to delay higher digital deposit buffer for banks, governor says

India's central bank governor on Friday said the implementation of a proposal that mandates lenders set aside more funds for digitally-linked deposits will be deferred at least by a year to March...

INSTANT VIEW-India's central bank cuts repo rate for first time in nearly 5 years

The Reserve Bank of India reduced its key repo rate on Friday for the first time since May 2020, aiming to provide stimulus to the sluggish economy, which is projected to grow at its slowest pace in...

India's central bank delivers first rate cut in nearly 5 years

The Reserve Bank of India cut its key repo rate on Friday for the first time since May 2020 to provide stimulus to the sluggish economy, which is expected to grow at its slowest pace in four years in...