While earlier it was China and other Asian economies that were contributing to a 'global savings glut', it seems Germany is now sitting on a mountain of savings
A US rate hike and a spike in the dollar could pose a variety of problems even if they last for a quarter
If a June rate hike is to be factored in, the word 'patient' must go from the US Federal Reserve statement. However, its removal would still not mean that a rate hike is imminent
Understanding what lay behind the Reserve Bank of India's sudden cut in interest rates
As bond prices fall in response to economic recovery and inflation raises its head, all central banks with large bond holdings will have to take a hit on their balance sheets
Trying to understand the new and startling GDP numbers
Unless there is a sharp uptick in oil prices, the US Federal Reserve is likely to push back its rate hike. The last quarter of 2015 is perhaps the earliest when it can increase rates
Getting the balance between fiscal restraint and growth-contracting policy remains a problem
Despite the hard calculus of costs and benefits, letting Greece stray from the fold will be a tough call
Unless openness drives productivity higher, Indian growth will stagnate around six per cent
The rise in US interest rates and associated change in the direction of capital flows, the fall in oil prices and the slowdown in China are three themes that will dominate the markets in 2015
Rupee volatility could be dampened if it is steadily manoeuvred to levels consistent with inflation differentials
The challenge for central bankers now is to commit to 'managed inflation' by signalling to the economy that prices will rise in the future
Many things could play spoilsport for the Indian economy
Saudi Arabia's deep pockets and a strong financial system could help the country to ride out a low-price environment in order to protect its market share
Sweden's premature decision to hike rates represents a classic problem that all central banks, including the Reserve Bank of India, face in fighting deflation or inflation
A response to the 28 economists defending the employment guarantee scheme
Market signals point to an indefinite postponement but data from the US economy suggest the Fed will have to balance local trends and global factors
Data on the real value of the currency against other currencies suggest otherwise