inequality

Chat on reasons behind Trump policies, currency wars

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Here Mukesh and I explore why the Trump moves aren’t just about trade, but about four bigger objectives. Covering various topics from stagnant U.S. wages and life expectancy gaps to America’s renewed manufacturing drive for national security, this we discuss the forces influencing today’s shifting geopolitical landscape. We explore why a dollar devaluation may be … Read more

The policy inversion

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With global economic policy preferences being the opposite of those seen after the 2008-09 crisis, so should be the implicationsNeelkanth Mishra | Last Updated : Jul 13 2023 | 9:33 PM IST This appeared in the Business Standard on July 14, 2023 (link). Despite headline inflation having moderated meaningfully from the peak, bond yields in … Read more

A better year than expected

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While the economy may be slowing, it is growing above consensus estimates Neelkanth Mishra | December 31, 2022 11:56 IST This appeared in the Indian Express on 31 December, 2022 (link) Restrictions imposed on activities were fully eased only around March this year. But, they had mostly been lifted by September 2021. We can now … Read more

Good news: The Rich are spending

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Data shows India’s top 10% in brisk consumption mode. Trend will likely hold post-festivals Neelkanth Mishra | Oct 19, 2021, 19:14 IST This appeared in the Times of India on October 20, 2021 (link). Our mobility-based estimate of GDP suggests the rate of output last fortnight was where it would have been had there been … Read more