India inflation and RBI policy. The fastest-growing large economy's rate path and rupee.
What to watch: CPI; repo rate; FX reserves. It arrives monthly, and the effect typically lasts months.
It sits in tier 3 — Flows and mechanics: Moves prices without changing anything fundamental, on horizons from hours to weeks. Who is forced to buy or sell, and when. Ignore this tier and market moves will regularly look inexplicable.
Its neighbourhood
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Also in Global markets and other central banks
- China growth and policy
- European Central Bank
- Bank of Japan and the yen carry trade
- People's Bank of China
- Bank of England and other central banks
- Eurozone growth and politics
- Emerging-market stress
- Sovereign credit ratings
- Japanese government bonds and fiscal stress
- China property slump and deflation export
- India growth and reform
- Eurozone inflation (HICP)
- German IFO and ZEW surveys
- UK inflation, gilts, and the Bank of England
- Japan inflation, wages, and Tankan
- China PMIs and total social financing
- Korean and Taiwanese export data
- Canada and Australia rates and housing
- European fiscal policy and joint debt