2025-06-01Niranjan Ghatule
US Default Risk Spikes credit default swaps on US government debt have surged to 52 basis points, signaling heightened investor concern over America's fiscal trajectory. With CDS pricing near its highest in 12 years—outside of the 2023 debt ceiling crisis—and outstanding volumes climbing to $3.9 billion, markets are flashing warnings about the risks posed by rising deficits
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2025-05-27Ravi Mehta
This article highlights a concerning divergence in U.S. financial markets: while two-year GDP growth expectations are falling fast, real 10-year Treasury yields are rising. With GDP data due on May 29, markets may soon receive confirmation—or contradiction—of this troubling trend.
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2025-05-26Niranjan Ghatule
An in-depth analysis of why Japan and Germany, despite having drastically different interest rates and debt profiles, are offering nearly identical 30-year government bond yields. This article explores what this unusual convergence might signal about the future of global bond markets.
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2025-03-28Niranjan Ghatule
This article analyzes India's borrowing trends and highlights a significant shift in fiscal policy—a decline in net borrowings for the first time in three years. Using official fiscal data, the article explores how the government's efforts to balance gross borrowings with increased debt repayments are leading to improved fiscal discipline.
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2025-03-17Niranjan Ghatule
This article provides insights into India's direct tax collection growth as of March 16, 2025. It highlights the increase in gross and net direct tax collections, along with corporate tax mop-up figures. The piece explores the reasons behind this growth, including economic recovery, corporate earnings, and improved tax compliance.
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