Tag: CPI

Macro Matters (August 2021)

CPI Inflation for Jul-21 tapers by 67 bps to 5.59% as food prices ease Retail headline inflation for Jul-21 came in at 5.59% compared to 6.26% in Jun-21. The consensus estimate for retail inflation for Jul-21 was close to 5.80%, so it was actually better than estimates. The sharp fall in headline inflation in Jul-21

Macro Matters (July 2021)

CPI Inflation for Jun-21 almost flat at 6.26% as food price burden sharpens Retail headline inflation for Jun-21 came in at 6.26% compared to 6.30% in May-21. The consensus estimate for retail inflation for Jun-21 was closer to 6.9%, so it was surely lower than the consensus estimates. The sharp spike in headline inflation in

Weekly Trigger (Apr 12 – Apr 16)

Trigger for the Week How will it impact? ·        The week starts with overhang of lockdown in Maharashtra ·        The state is likely to go into a lockdown for a longer period, impacting economic activity in a bigger way ·        Mid-caps and small caps did better than the Nifty in previous week ·        Nifty returned

Weekly Triggers FEB 15

Trigger for the Week How will it impact? ·         Nifty and Sensex in uncharted territory for the week ·         Nifty above 15,100 and Sensex above 51,000 is open zone and could turn into a buy-on-dips market ·         Sharply lower inflation could hold interest in rate sensitives ·         Banking stocks could see renewed interest after the

Weekly Capsule (Aug 10 – Aug 14)

News Announcement Impact Analysis IIP growth for June 2020 improves to (-16.60%) on manufacturing bounce While mining, manufacturing and electricity were still in de-growth mode, momentum was visible in manufacturing In terms of user industry analysis, consumer non-durables saw positive growth in June, a trend shift in last 4 months CPI inflation for July 2020