MACRO & FED
Biztoc.com
07 Oct 2026 · 19:00
Why the traditional 60/40 portfolio might be dead
Catalyst Funds Chief Investment Officer David Miller and Washington Crossing Advisors Senior Portfolio Manager Chad Morganlander chat about the reality of the 60/40 portfolio in today's volatile economy, and break down why traditional investing …
Catalyst Funds Chief Investment Officer David Miller and Washington Crossing Advisors Senior Portfolio Manager Chad Morganlander chat about the reality of the 60/40 portfolio in today's volatile economy, and break down why traditional investing strategies mig… Catalyst Funds Chief Investment Officer David Miller and Washington Crossing Advisors Senior Portfolio Manager Chad Morganlander chat about the reality of the 60/40 portfolio in today's volatile econ…
MACRO & FED
The Times of India
07 Oct 2026 · 19:00
RBI may hike interest rate further in December policy: Experts
The Reserve Bank of India has shifted its policy stance to calibrated tightening amid rising inflation concerns. A rate hike of up to 50 basis points is anticipated in December, increasing the current benchmark …
The Reserve Bank of India has shifted its policy stance to calibrated tightening amid rising inflation concerns. A rate hike of up to 50 basis points is anticipated in December, increasing the current benchmark rate. Various economists emphasize the likelihoo… New Delhi: With the RBI changing its monetary policy stance from 'neutral' to 'calibrated tightening ', experts on Wednesday said that the central bank would go for another rate hike of up to 50 basi…
MACRO & FED
BBC News
07 Oct 2026 · 19:00
India's first bank rate hike since 2023 signals growing inflation concerns
In his post-policy address, RBI Governor Sanjay Malhotra said the decision reflected challenging geopolitical developments, even as the Indian economy remained strong. He said cuts were "off the table for now", with the central …
In his post-policy address, RBI Governor Sanjay Malhotra said the decision reflected challenging geopolitical developments, even as the Indian economy remained strong.
He said cuts were "off the table for now", with the central bank likely to either raise rates further or keep them unchanged to contain inflation.
The RBI projects Consumer Price Index (CPI) inflation at 5.2% for 2026-27 - higher than the 5% estimated earlier - to account for price pressure due to weather disruptions, weak monsoon and high volatility in international oil prices.
Crude oil prices are hovering above $100 (£75.33) a barrel resulting in India having to pay even more as the rupee has fallen close to its all-time lows against the dollar. The country imports around 90% of its crude oil and 50% of its gas needs.
The RBI last raised rates in February 2023, marking the end of its post-pandemic tightening cycle. During most of 2025, it cut rates to support economic growth before keeping policy unchanged from December 2025 until today's increase.
The rate increase is in line with expectations of economists who say that rising inflation makes a compelling case for it, especially since the economy has displayed enough resilience to absorb its impact without hurting growth.
It's also in line with what's happening globally. The US Federal Reserve has aggressively increased rates since 2022 pushing treasury bond yields higher. This, coupled with a strong dollar, has prompted investors to pull money from emerging markets such as India in search of higher returns in dollar assets.
On Wednesday, the RBI also upgraded its growth outlook after the economy outperformed expectations in the first quarter - the gross domestic product (GDP) growth in the current financial year is projected at 7.1%, up by 40 basis points from earlier estimate.
Governor Malhotra said the RBI would "strive for price and financial stability as both are essential for sustainable growth in the long run".
The RBI also signalled that it would use a mix of liquidity management tools to keep liquidity in check, while continuing to curb excessive volatility in the rupee.
Anuj Puri, chairman of real estate consulting firm ANAROCK Group, said the RBI rate hike may put pressure on consumer sentiment and discretionary spending. "The festive season is a key period for housing demand, and an increase in borrowing costs will affect buyer sentiment," he said.
MACRO & FED
The Times of India
07 Oct 2026 · 19:00
Lowest home loan interest rates after RBI repo rate hike: Check EMI on above Rs 30 lakh to 75 lakh loans at public & private banks, HFCs
In a recent move, the Reserve Bank of India has lifted the repo rate to 5.50% from 5.25%, impacting the landscape of home loan interest rates. Public sector players such as Bank of Maharashtra …
In a recent move, the Reserve Bank of India has lifted the repo rate to 5.50% from 5.25%, impacting the landscape of home loan interest rates. Public sector players such as Bank of Maharashtra and Central Bank of India are providing attractive rates near 7.00… The Reserve Bank of India (RBI) in its Monetary Policy Committee (MPC) meeting today (Wednesday, October 7, 2026) raised the repo rate from 5.25% to 5.50%. With the rate hike, home loan interest rate…
MACRO & FED
The Times of India
07 Oct 2026 · 19:00
Credit growth may ease after rate hike but remain strong: RBI
The Reserve Bank of India projects a moderation in bank credit growth from the current 19% level. This expected slowdown results from a recent repo rate increase implemented to manage rising inflation. Despite the …
The Reserve Bank of India projects a moderation in bank credit growth from the current 19% level. This expected slowdown results from a recent repo rate increase implemented to manage rising inflation. Despite the decrease, it is anticipated that growth will … The Reserve Bank of India expects bank credit growth to moderate from its current pace of about 19% as Wednesdays 25-basis-point repo rate increase feeds through to borrowing costs. It said the slowd…
MACRO & FED
The Times of India
07 Oct 2026 · 19:00
India bonds tumble after RBI's first rate hike in nearly four years
In a bid to combat inflation, the Reserve Bank of India has increased the key interest rate to 5.5%. This decision has led to a notable dip in Indian government bonds in the market. …
In a bid to combat inflation, the Reserve Bank of India has increased the key interest rate to 5.5%. This decision has led to a notable dip in Indian government bonds in the market. Factors such as climbing global oil prices are further complicating the econo… Indian government bonds tumbled on Wednesday, as the market braced for higher policy rates after the central bank delivered its first rate hike in nearly four years and indicated that more could be i…
MACRO & FED
The Times of India
07 Oct 2026 · 19:00
RBI Policy: Complex oil math explains rise in FY27 inflation estimates
The Reserve Bank of India revised its crude oil price projections for the fiscal year 2026-27. This adjustment has led to increased inflation forecasts, now projected at 5.2% for FY27. The bank notes ongoing …
The Reserve Bank of India revised its crude oil price projections for the fiscal year 2026-27. This adjustment has led to increased inflation forecasts, now projected at 5.2% for FY27. The bank notes ongoing supply pressures and volatility in international oi… Kolkata: The Reserve Bank of India (RBI) has revised its assumption on crude oil price upward to $95 a barrel for the second half of 2026-27, from $85 per barrel earlier, explaining the likely rise i…
MACRO & FED
Financial Post
07 Oct 2026 · 19:00
Canadians expect higher inflation as Bank of Canada weighs hikes
A majority of Canadians expect inflation to increase over the next 12 months, a potentially worrying sign for the Bank of Canada. Read more. A majority of Canadians expect inflation to increase over the …
A majority of Canadians expect inflation to increase over the next 12 months, a potentially worrying sign for the Bank of Canada. Read more. A majority of Canadians expect inflation to increase over the next 12 months, a potentially worrying sign for the Bank of Canada as it weighs interest-rate hikes.
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MACRO & FED
The Times of India
07 Oct 2026 · 19:00
Highest senior citizen FD interest rates after RBI repo rate hike: Public vs private vs small finance bank rates of 3 and 5-year fixed deposits
The Reserve Bank of India raised the repo rate to 5.50% in its recent Monetary Policy Committee meeting. Subsequently, banks are likely to adjust their fixed deposit interest rates for both new and existing …
The Reserve Bank of India raised the repo rate to 5.50% in its recent Monetary Policy Committee meeting. Subsequently, banks are likely to adjust their fixed deposit interest rates for both new and existing customers. P The Reserve Bank of India (RBI) increased the repo rate from 5.25% to 5.50% in its Monetary Policy Committee (MPC) meeting today (Wednesday, October 7). Following this announcement, banks are expecte…
MACRO & FED
Livemint
07 Oct 2026 · 19:00
RBI has hiked the repo rate at last but can its monetary policy committee make up for lost time?
Mythili Bhusnurmath Mythili Bhusnurmath is an economist-turned-banker-turned journalist. She became the first woman editor of a major financial daily, Financial Express, in 2004. She has been Opinion page editor at The Economic Times, consultant …
Mythili Bhusnurmath
Mythili Bhusnurmath is an economist-turned-banker-turned journalist. She became the first woman editor of a major financial daily, Financial Express, in 2004. She has been Opinion page editor at The Economic Times, consultant to the Prime Minister’s Economic Advisory Council, and Senior Consultant at National Council of Applied Economic Research, Delhi.<br><br>She turned to journalism after 16 years with SBI and RBI. She has an MA in economics from Delhi School of Economics, is a Certified Associate of Indian Institute of Bankers, and holds a law degree from Delhi University. She is the recipient of the Distinguished Alumni award from the Delhi School of Economics, has interviewed a number of distinguished economists, policy makers and political figures such as the heads of the International Monetary Fund, the WTO as well as former PM of India, Manmohan Singh and the present PM, Narendra Modi, when he was the chief minister of Gujarat.<br><br>Post her retirement, she writes in Economic Times and contributes articles and editorials to Mint.