Tariq CarrimjeeApr 14 min readINR Monthly Commentary- March 2024Yet another month in the doldrums for INR traders. The RBI has not allowed the currency to move out of a (broadly) 82.80-83.40 range for...
Tariq CarrimjeeFeb 254 min readThe surprises in economic data catching markets off-guardIn the last few weeks markets have been whipsawed by data that was not in accordance with the trend of the data preceding it, nor in line...
Tariq CarrimjeeFeb 114 min readMonthly INR Commentary- February 2024January went by pretty much as expected: hemmed in by the RBI on both sides. Seeing a trading top around 83.30 right at the start of the...
Tariq CarrimjeeJan 194 min readGeopolitical tensions matter2024 is meant to be the year of the central bank pivot. Central banks seemed to have pencilled in rate cuts for the year- with only the...