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143 ArticlesMacronomics

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Macronomics: Core Industries Data for May Looks Good But Isn’t

Looking at the Eight Core Industries Data for May 2014 we are tempted to think of this as a recovery. But it’s strangely not, after going through a detailed ...

Macronomics: Capital Mind's All India Housing Index at +3.7%, Low Growth Continues

The dreaded Housing Price Slowdown continues to haunt India, with an anaemic 3.7% annual growth in the Capital Mind All India Housing Index, derived from the ...

Macronomics: The Mystery of the Real Effective Exchange Rate

The Real and Effective Exchange Rate is not real, not effective and not an exchange rate. It is a brilliant concept that applies itself when you remove all ...

Macronomics: We're CAD Positive Net of Gold!

Capital Mind Premium post. Subscribe now! RBI released India’s current account numbers today and it has been a big positive surprise. Firstly, the CAD came ...

Macronomics: The Bond Market Turns Red Hot with FII Interest

This is a premium post for Capital Mind Premium members. Subscribe now! In a sudden turn of events, the 10 year bond yield has fallen substantially, to the ...

Macronomics: The Volume to Nifty Ratio

Markets have gone on a tear, and we’re all wondering if it’s a bubble. At Capital Mind we bring you figures that give you alternate pictures, we’d like ...

Macronomics: Growth in the Eight Core Industries Data Predicts Trend in IIP

This is for Capital Mind Premium subscribers only, Subscribe now! In Macronomics today we’ll learn a little about the “Eight Core Industries” which form ...

Macronomics: QE Taper Will Not Affect Emerging Markets Unless Excess Reserves Stop Ballooning

This is a post for Capital Mind Premium subscribers, sent on 2 May 2014. The US Fed has decided to taper down debt purchases as part of it’s QE3 by another ...

Macronomics: Falling Bank Credit Growth, A Rising Money Multiplier

There are interesting goings-on in the non-equity world. Just as stock markets seem to hit new highs every day, banking data shows a troublesome set of ...

Macronomics: India’s Trade Balance Has Alarm Bells Ringing

This is a post for Capital Mind Premium subscribers. The Trade Balance has important graphs that you must not miss. In one, we’ll see that export and import ...