@arjungn80

Arjun Nagarajan

@arjungn80

1.1K Followers

Chief Economist at Sundaram MF. Views are personal. Twitter:@arjungn80

@arjungn80
Arjun Nagarajan
@arjungn80 · 4:57
Markets are not yet bothered about Israel war, but potential risks exist.

#Israel #Hamas #War #crude #commodities #middleEast

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Arjun Nagarajan
@arjungn80 · 4:19
Why have crude oil prices not spiked?

#Israel #Hamas #war #crude #oil

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Arjun Nagarajan
@arjungn80 · 2:40
What does the Fed policy mean for India now?

#RBI #rates #monetaryPolicy

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Arjun Nagarajan
@arjungn80 · 4:15
Why can't the Fed just say they are done with hikes?

#Fed #rate #hikes #monetaryPolicy

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Arjun Nagarajan
@arjungn80 · 3:59
Fed hikes rates. Powell keeps options open

#Fed #rate #hike #monetaryPolicy #Powell #inflation #RBI

@arjungn80
Arjun Nagarajan
@arjungn80 · 3:17
What did the IMF just do?

#IMF #GDP #Global #growth #US #India

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Arjun Nagarajan
@arjungn80 · 3:14
What are US and Eurozone PMIs telling us?

#US #Eurozone #PMI #Manufacturing #Services

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Arjun Nagarajan
@arjungn80 · 5:00
Why is looking at China so important?
@arjungn80
Arjun Nagarajan
@arjungn80 · 4:57
What's happening in China now?

#China #GDP #Macro

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Arjun Nagarajan
@arjungn80 · 4:53
Have US macros started softening?

#Fed #US #Macro #Economy #Rates #GDP #Inflation

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Arjun Nagarajan
@arjungn80 · 3:47
How will the demonetised money enter the system and what will happen?

#India #demonetisation #rupee #currency #yields

@arjungn80
Arjun Nagarajan
@arjungn80 · 2:23
5 reasons why the R.2k demonstration isn't significant

#India #demonetisation #rupee #GDP #currency

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Arjun Nagarajan
@arjungn80 · 2:05
Three layers to the US Tech rally

#US #Tech #s&p500 #equity

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Arjun Nagarajan
@arjungn80 · 2:53
What would be a perfect storm for the markets?

#US #debtCeiling #markets #Biden #Republican #democrat

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Arjun Nagarajan
@arjungn80 · 4:49
Two key variables that will be important for the RBI to enter a phase of easing

#India #RBI #Repo #yields

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Arjun Nagarajan
@arjungn80 · 2:43
US regional Bank noises heard again

#US #equity #markets #Fed #FDIC

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Arjun Nagarajan
@arjungn80 · 3:37
Small narrative shifts heard in US markets

#US #markets #Fed #CPI #regionalBanks

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Arjun Nagarajan
@arjungn80 · 2:44
How long will the Fed's pause last?

#Fed #monetaryPolicy #rateHike #inflation #ratePause

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Arjun Nagarajan
@arjungn80 · 4:14
How tight is credit in the US?

#US #credit #economy #Fed #Banks #LoanOfficerSurvey

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Arjun Nagarajan
@arjungn80 · 3:02
US macros are holding up well

#US #Macro #softLanding

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Arjun Nagarajan
@arjungn80 · 2:17
Three best things that can happen to markets at this stage.

#Markets #Equity #SoftLanding #RegionalBanks #US #DebtCeiling

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Arjun Nagarajan
@arjungn80 · 1:38
All eyes on 1st June in the US. Or will that move to September?

#US #DebtCeiling #Elections2024

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Arjun Nagarajan
@arjungn80 · 2:11
US yields aren't seeing any panic to the debt ceiling drama playing out

#US #DebtCeiling #Elections2024 #CDS

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Arjun Nagarajan
@arjungn80 · 4:30
A quick wrap of what happened over the last couple of weeks on a 5min swell!

#US #Earnings #FirstRepublic #Fed #CreditStress #GDP #NFP

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