Page 2 - Inflation

Overnight swap rates suggest RBI pause, hint at possible rate hike

The move comes in the backdrop of RBI raising its immediate GDP growth and inflation forecasts

January retail inflation likely to hit 2.4-3%: Business Standard poll

The old-weight estimates place January CPI inflation at 2.5 per cent- 2.6 per cent, while the new-weight estimates span 2.45 per cent to 3.2 per cent

CPI base revision reflects both methodological rigour, practical relevance

MoSPI's revised CPI modernises price collection, updates weights and aligns with global standards, reshaping how inflation trends are measured and interpreted

Gold holds the ground as traders track US inflation data: Analysts

Gold prices are likely to trade firm next week as traders await key economic data, including US inflation numbers, for fresh cues on interest rate outlook, while silver may remain volatile amid shifting risk sentiment and speculative activity, analysts said. Traders will look for cues from US GDP, PMI, non-farm payroll and inflation data. Also, inflation readings from China, Germany, and India will also be keenly watched. Speeches from US Federal Reserve officials will be closely tracked as well for indications on the timing of potential rate cuts and their impact on bullion prices, they added. "Gold consolidation and recovery suggest that bias still remains positive. However, in case of silver, we remain cautious of volatility and further corrections," Pranav Mer, Vice President, EBG - Commodity & Currency Research, JM Financial Services, said. During the past week, gold futures climbed Rs 7,698, or 5.2 per cent, while silver slumped Rs 15,760 or nearly 6 per cent on the Multi ...

RBI walks the line between growth confidence and inflation risk

Inflation risks may prove to be broader than what that explanation implies

Business Standard poll: Status quo on repo rate likely in RBI review

Some economists said that a pause is warranted at this juncture to assess the upcoming CPI and GDP data, which will be released in mid to late February 2026 using new base years

New CPI series expected to push India's headline inflation prints higher

India's new CPI series, with lower food weight and higher core components, may nudge headline inflation higher but is expected to improve policy predictability and ease RBI's targeting

10 years of the inflation targeting framework: What lies ahead next?

As RBI reviews its inflation-targeting framework ahead of 2026, former MPC members back the 4% CPI target, saying the model has anchored expectations despite global shocks

Recent consumption measures may boost demand, lift GDP growth: Poonam Gupta

Challenge lies in identifying new sources of growth to sustain an accelerated trajectory, says Poonam Gupta

Economic Survey: Undervalued rupee aids trade, but investor caution lingers

India's inflation rate will likely be higher in FY27 than in FY26

Weighting of food and beverages to be cut sharply in new CPI series

India will sharply reduce the food and beverages weight in the CPI basket as part of a 2024 base-year revamp, aiming to better capture evolving consumption patterns

Datanomics: US imposes 25% tariff, worsening Iran's economic stress

As the US slaps fresh tariffs on Iran's trading partners, India faces little fallout - but the move underscores Tehran's deepening economic stress under decades of sanctions

CPI inflation 2011-12 series: End of an era as new base begins next month

CPI-food inflation peaked at 16.12 per cent in April 2018, while the lowest reading was recorded in April 2019

Q3 earnings, inflation data key drivers for markets this week: Analysts

In an event-heavy week ahead, stock markets are expected to track Q3 corporate earnings from several blue-chip firms, including TCS and Infosys, while inflation data and global trends would also dictate investors' sentiment, analysts said. Trading activity of foreign investors would also be keenly tracked by investors, experts noted. "This week marks the start of the earnings season alongside a busy macroeconomic calendar. Investors will closely track India's CPI inflation, WPI inflation... Quarterly results from major companies across IT, banking, financial, and energy sectors will also be in focus," Ajit Mishra SVP, Research, Religare Broking Ltd, said. Globally, markets will keenly watch developments around the US Supreme Court verdict on the legality of Trump-era tariffs, which could act as a key sentiment driver, he said and added that the ongoing geopolitical developments will also remain on investors' radar. The movement of the rupee against the US dollar and crude oil pric

India consumer price inflation likely rose to 1.50% in December

Core inflation, excluding food and fuel components, likely edged up to 4.53 per cent in December from an estimated 4.2 per cent-4.3 per cent in Nov, ‍partly due to a 7 per cent rally in gold prices

Ind-Ra sees 'Goldilocks' FY27 as domestic reforms offset tariff risks

External demand is expected to fare better in FY27 than in FY26, aided by recently concluded trade agreements with the UK, New Zealand and Oman, and the prospect of a US trade deal later in the fiscal

India's FMCG sector likely to see 5% volume growth in coming months

After nearly 18 months of lukewarm performance, the FMCG sector registered a volume growth of 5.3 per cent in the August-October period of 2025

Govt likely to retain 4% inflation target for RBI, seeks feedback

The Reserve Bank of India currently aims to keep inflation anchored around 4%, the mid-point of a 2%-6% range mandated by the government

Why investors should stop predicting markets in 2026: Deepak Shenoy answers

The world has slowly changed into a format that seems to hate trade - more tariffs, more restrictions on immigration, and, in general, a call to go local

US tariffs, shifting metrics and the risks facing India's economy in 2026

As the US disrupts global trade and India pushes major trade deals, 2026 will test whether reforms, new economic measures and shifting geopolitics can sustain India's growth momentum