June
Market Outlook June 2022 – III
The Monetary Policy Committee has highlighted rising inflation and is taking actions to achieve ‘the medium-term target for CPI inflation of 4% within a band of +/- 2 per cent, while supporting growth.’
Market Outlook June 2022 – II
As the war in Europe drags on, financial markets continue to take cues from high frequency data that may point to signs of weakening growth and peak inflation. 10 Year US treasury yields have swung between 3.13% to 2.74% over the last month on growth negative data and settled flat over the month.
Market Outlook June 2022 – I
Equity Markets are expected to remain volatile in near term given asset taper program initiated by the US fed. The current scenario reminds one of 2013 where the Fed had initiated assets taper program in the aftermath of GFC crisis. Factors contributing to our view of near term volatility similar to 2013 include