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Weekly Fixed Income Market Analysis
. Liquidity deficit went above the Rs 1 trilion mark last week, as high government cash balance and rise in currency in circulation sucked out liquidity from the system. Liquidity Read More
22 Apr 2019
. Bond markets saw a sharp rise in yields across segments, as markets fretted over elections, rate cut uncertainty and supply. 10 year benchmark gsec yield rose by 6bps week on weeRead More
15 Apr 2019
. The bond market reaction to the repo rate cut of 25bps by the RBI in its policy review last week suggests that the market is questioning the way forward for the central bank. TheRead More
08 Apr 2019
. The bond market will brace for government bond and SDL supply of around Rs 250 billion to Rs 270billion on a weekly basis starting the 1st week of April. The government is borrowRead More
01 Apr 2019
. The financial year end 31st March is always a difficult month for bond markets given tight liquidity conditions and prospects of supply hitting the markets in April, through fresRead More
25 Mar 2019
Credit markets saw a new lease of life after a prolonged period of nervousness post the IL&FS debt default in September 2018. A strengthening INR saw FIIs pumping in money intoRead More
18 Mar 2019
Bond market sentiments are turning distinctly positive with INR strengthening to below Rs 70 to the USD, FIIs turning net buyers of bonds, central banks across the globe turning doRead More
11 Mar 2019
OIS (Overnight Indexed Swaps) yields fell sharply last week on rate cut optimism. One-year yield closed down by 10 bps and five-year OIS yield closed down by 18 bps last week. One-Read More
04 Mar 2019
The release of a dovish RBI policy minutes of the February MPC meeting failed to stop yields from rising across the market segment. Government bond, money market securities and corRead More
25 Feb 2019
Bond yields at the short end of the curve turned bullish on rate cut expectations in RBI April policy. CPI inflation for January printing lower than expected led to the sharp rise Read More
18 Feb 2019
Government bond yields rose on the back of worries of the government exceeding its fiscal deficit targets in its interim budget to be presented on the 1st of February 2019. NormallRead More
21 Jan 2019
The government issued a new ten year benchmark bond last week, the 7.26% 2029 bond. The cut off at 7.26% was 24bps lower than the yield on the old 10 year benchmark bond, the 7.17%Read More
14 Jan 2019
The announcement of a large fourth quarter SDL issuance calendar spooked bond markets and took up yields last week. States are set to borrow around Rs 2200 billion in the January-MRead More
05 Jan 2019
Onion prices have fallen by more than 80% and this is worrying the bond market. Government bond yields had fallen to 7 months lows on the back of falling oil prices, RBI OMO and faRead More
31 Dec 2018
Government bonds went on turbo drive last week, as plunging oil prices, falling global bond yields and RBI OMO announcements placed the market on a bull orbit. The decision by the Read More
24 Dec 2018
The benchmark 10 year government bond yield fluctuated wildly, rising and falling by 20bps in a couple of days on the back of the drama played out in the RBI. Dr. Urjit Patel resigRead More
17 Dec 2018
High SDL and credit spreads cast a doubt on the sustainability of the government bond rally that has seen government bond yields fall by over 60bps from highs seen over the last feRead More
10 Dec 2018
RBI has pumped in Rs 1360 billion of primary liquidity into the system through OMO bond purchases and is planning to add Rs 400 billion more in December 2018. The liquidity infusioRead More
03 Dec 2018
Banks have been beneficiaries of the freeze in credit markets post IL&FS defaults a couple of months back. Bank credit growth at 14.90% year on year as of 9th November 2018 is Read More
25 Nov 2018
RBI could introduce a refinance window for NBFCs, similar to the one introduced in the 2008 crisis, in its board meeting on 19th November. Read our note on the 2008 NBFC refinance Read More
18 Nov 2018
