RahulMadhavan

[RahulMadhavan @RahulMadhavan03]

RBA holds cash rate at 4.35% — unanimous decision.
Inflation's still too high, oil prices are feeding through to other goods, and they're not expecting a return to target till late 2027.
This is a pause to assess, not a pivot. More hikes still on the table if risks flare up.
#RBA

[RahulMadhavan @RahulMadhavan03]

🇺🇸 Fed: holds at 3.5–3.75%, votes 9-3 (3 wanted a hike) 🇬🇧 BoE: holds at 3.75%, votes 6-3 (3 wanted 4%)

Common thread: Middle East energy shock keeping inflation risk elevated on both sides of the Atlantic.

Rate-hold ≠ rate-comfort 👀

#Fed #BoE #Macro #Inflation

[Narendra Modi @narendramodi]

Nothing is more important than the welfare and future of our youth!

We have decided to set up fast-track courts to ensure swift and stringent punishment for those involved in paper leaks. Have directed the concerned authorities and officials to take all necessary steps in this regard. This continues our series of steps for safeguarding the interests of students.

Those who try to harm the future of our youth will not be spared.

देश के युवाओं का हित और उनका भविष्य हमारी सर्वोच्च प्राथमिकता है।

पेपर लीक के सभी मामलों में दोषियों को जल्द से जल्द कठोर दंड देने के लिए, केस के त्वरित निस्तारण के लिए फास्ट ट्रैक कोर्ट्स का गठन किया जाएगा। इस संबंध में निर्देश दे दिए गए हैं कि संबंधित विभाग आवश्यक कार्रवाई सुनिश्चित करें।

विद्यार्थियों के हितों को सुरक्षित करने के लिए, सरकार द्वारा लिए जा रहे निर्णयों की श्रृंखला में ये एक महत्वपूर्ण कदम है।

युवाओं के भविष्य के साथ खिलवाड़ करने वाले किसी भी व्यक्ति को बख्शा नहीं जाएगा।

[RahulMadhavan @RahulMadhavan03]

ECB holds rates steady, as expected 🇪🇺

Deposit rate: 2.25%
Main refinancing rate: 2.40%
Marginal lending: 2.65%

#ECB #MonetaryPolicy #Macro #CentralBanks #Eurozone

[RahulMadhavan @RahulMadhavan03]

ECB decision tomorrow 👀

Hold = near certain (<5% hike priced)
Real question = tone, not the rate
Oil/Iran tensions could matter more than the ECB's own words this time.

Hawkish hints on Sept hike, or dovish calm? What's your read? 🧵

#ECB #Macro #FX

[RahulMadhavan @RahulMadhavan03]

Core CPI (ex food/energy) was flat MoM, down to 2.6% YoY from 2.9% 👀
Cooling inflation, but let's see if it's a trend or a one-off from energy 🤔
What's your take — is this the start of a real slowdown or just noise?
#ForexTrader #Inflation

[RahulMadhavan @RahulMadhavan03]

US CPI just dropped for June and it's a wild one 📉
Headline inflation fell -0.4% MoM (biggest drop since Covid crash in Apr 2020!) but YoY still sitting at 3.5%
The story: energy prices cratered -5.7% and dragged everything down, even though shelter & food kept climbing.
#USA

[RahulMadhavan @RahulMadhavan03]

Ranking 2026's most volatile "asset class" 😅
A. Trump statements
B. Crypto
C. Gold

Vote below 👇

#Trump #gold #Crypto

[RahulMadhavan @RahulMadhavan03]

RBNZ just raised rates to 2.50% — even though growth slowed last quarter.
Why? Inflation hit 3.9% (oil shock from the Middle East conflict). They're hiking to force it back to 2% by 2027, not waiting for it to fade on its own.

#RBNZ #NewZealand #OCR #APAC #ForexTrading #FX

[RahulMadhavan @RahulMadhavan03]

Will gold Rally or decline ?
#GOLD

[RahulMadhavan @RahulMadhavan03]

If this was useful, save this thread for the next time someone asks "why did rates just go up?"

More breakdowns like this incoming. Follow along 🙌

[RahulMadhavan @RahulMadhavan03]

A war breaks out. Inflation starts climbing. What does a central bank actually do?

Christine Lagarde (ECB President) just laid out the exact playbook in front of the European Parliament.

Here's the breakdown 🧵
#ECB #Europe #Euro

[RahulMadhavan @RahulMadhavan03]

Why this matters even if you don't track the Eurozone:

Every central bank, RBI included, quietly runs this same logic whenever oil spikes or geopolitics turns messy.

This framework helps you read ANY rate decision, anywhere.

[RahulMadhavan @RahulMadhavan03]

The Yen is reacting, and global liquidity is shifting. If you aren't watching the BOJ, you're missing half the story.

What’s your take? Is the BOJ too late or just right? 👇

[RahulMadhavan @RahulMadhavan03]

The Bank of Japan just dropped a policy bombshell. 🇯🇵

They’re raising interest rates to 1.0% and signalling the end of the "extreme stimulus" era. If you’re trading FX or tech stocks, this is a must-read.

Here’s the breakdown of what happened and why it matters: 🧵
#Japan #BOJ

[RahulMadhavan @RahulMadhavan03]

What to watch for:

Oil prices (Geopolitics).

AI demand (Corporate profits).

Wage growth (The trigger for the next hike).

The BOJ is moving slowly. They don’t want to crash the economy, but they’re definitely moving.