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143 ArticlesMacronomics

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Macronomics: Foreign Investors Love Government Bonds So Much…

We look into FPI investments in Indian debt and equity markets. This is a post for Capital Mind Premium subscribers ...

Macronomics: You're Not Going To Believe How Much Banks Have Loaded On This Sector

You know what’s scary? This statistic: Home loans are the second largest sector for bank lending in the last year, after large industry, in all non-agri ...

Macronomics: US Excess Reserves are Falling, And That Means More Money

We’ve spoken of the fact that US bank excess reserves have been rising, and in a way, that level of excess reserves means that US Banks are not ...

Macronomics: The Impact of a Controlled RBI Balance Sheet Brings Us a Focused Portfolio

   The 10 year bond went below 8% for the first time in over a year and the slide has been fascinating. The current 10 year bond (issued in July 2014) has ...

Macronomics: Housing Price Index Updated for Mid-2014, Prices Up Marginally

Finally, the National Housing Bank (NHB) has released the April-June 2014 data for their Residex which is a house price index for India. They release it city ...

Macronomics: From Green Shoots to "Yellow Leaves"

You’ve got to be careful when markets give you data that’s way different from what prices are telling you. We’re looking at Yellowing Leaves ...

Macronomics: The Really Scary Part Of CPI Inflation Today

First, the Good News. Inflation for Oct 2014 is down to 5.52%, the lowest number we’ve seen after the new Index came up. This fits into the lower end of ...

Macronomics: Forex Data Shows Heavy RBI Buying, FPI Inflows and Good Times for Yen Borrowers

A look at the proceedings in forex in the last month tell us a story: • While the rupee was flat against the dollar, it appreciated vis-a-vis the yen, ...

Macronomics: Why the Fed Taper Has So Little Impact On The US and Indian Bonds

The US Fed finally ended their quantitative easing (QE) program yesterday. The program consisted of the federal reserve printing money to buy a truckload of US ...

Macronomics: Real Estate, the Next Cookie to Crumble?

Banks have been pumping up the real estate boom by rapidly increasing the loans to higher cost housing, says the monthly RBI Sector Data. RBI releases data on ...