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143 ArticlesMacronomics

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Macronomics: Loan Growth At 22 Year Lows, And Housing Slowdown Will Hurt

The Macro world is about to explode. Because, you know, Trump. The golden haired politico has spooked markets, not because he's said something that will crash ...
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Macronomics: The Yuan, the Pound and that Pesky LIBOR – All At Extremes

It's an interesting situation with Global markets and we want to bring in some currency charts to highlight it. First, the Chinese Yuan's at a Five Year High. ...
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Macronomics: Our Banking System Moves to Personal Loans and Real Estate

Bank Sector credit data always throws interesting insights. Today we look at one: that banks have moved from lending mostly to industry to now lending mostly ...
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Macronomics: The Strange Case of the Highest LIBOR Since 2009

Today we look at a strange development in the world markets. It's an event that is causing rates to rise. And it's not the Fed. It's the LIBOR. The London ...
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Macronomics: Banks Rejoice, But GDP Data and Credit Growth Do Not.

RBL Bank Listed today. And it went up some 30%, a big listing pop. But at the same time, we find that data on the macro, and in banking, isn’t all that ...

Macronomics: Forex Reserves Peak Just Before the FCNR Storm Hits

In Macronomics today, we’ll take a look at this whole FCNR thing once again, before the storm comes. We spoke of it in December 2015. (Read: The story of ...
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Macronomics: There Are Many Reasons to Cut Rates, But 3 Solid Reasons Not To

Raghuram Rajan's last monetary policy statement as governor comes tomorrow, and the big question is: Will he go out with a bang, by cutting ...
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Macronomics: Why is India Pushing FDI? Charts Show Other Sources are Falling

The government has made some major noises about FDI reforms. But we have figured out why they need FDI, all of a sudden. (See our post on India’s recent ...
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Macronomics: Indian Corporate Debt market no longer attractive to Foreign Portfolio Investors (FPIs)

Today we look at a strange situation in corporate debt investments by Foreign Portfolio Investors (FPIs). While they continue to increase their investments in ...
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Macronomics: Bank Credit Growth Again In Single Digits, and Sectoral Analysis Shows Potential Distress in Some Sectors

A Bank Sector Credit Growth Update Today, in Charts: • Bank Credit growth near 10 year lows • Personal loans grow fastest in five years • Industrial ...
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