Disinflation in the United States is expected to continue into 2026, driven by a combination of weak labour market trends, fragile monetary conditions, and slowing economic activity, according to a report by the State Bank of India (SBI).
Analysts at ICICI Direct expect further US Federal Reserve rate cuts in 2026, and persistent concerns over rising global debt, and questions around long-term Fed independence are likely to keep gold attractive as a hedge against macroeconomic uncertainty. "Concerns over Fed independence will
Analysts said the rally reflects a confluence of macroeconomic and geopolitical factors that continue to reshape investor behaviour. They believed that a weaker US dollar as well as escalating geo-political tensions are being reflected in the continuous surge in the prices.
The US Federal Reserve's latest 25-basis-point rate cut has set the stage for a complex global monetary backdrop, but its implications for India are expected to be relatively stable, according to analysis from YES Bank's Economics Research team.
For India, the Fed's stance carries important implications, particularly in the context of currency volatility and interest-rate differentials. The BoB Economist Dipanwita Mazumdar expected India's Reserve Bank of India (RBI) to settle at 5% repo rate in the Calendar Year 2026.
The domestic stock markets opened on a flat note on Thursday, even as global cues turned supportive following the US Federal Reserve's rate cut and its dovish policy tone.
The US Federal Reserve reduced the federal funds rate by 25 basis points (0.25 percentage point), citing rising downside risks to employment and a moderate pace of economic expansion.
The domestic markets opened on a muted note on Wednesday, reflecting a cautious sentiment among investors ahead of the U.S. Federal Reserve's key rate cut announcement scheduled tonight.
The flat movement has returned to the Indian stock markets after a positive rally witnessed last weekend, with domestic indices opening slightly lower on Monday.
The U.S. Federal Reserve's decision to cut the policy rate by 25 basis points in its latest Federal Open Market Committee (FOMC) meeting has slightly reduced the odds of another rate cut in December, according to a report by ICICI Bank.
The domestic stock markets opened almost flat in the red on Tuesday, indicating a volatile session ahead as investors remained cautious before key global events scheduled this week.