Hawkish RBI Pause Shifts Rate Outlook – Societe Generale

RBI’s Hawkish Minutes Rattle Bond Market, Put Rate Hikes in Play

India’s central bank wrong-footed investors by opening the door to interest-rate increases, in a striking shift that sent bond yields higher and raised fresh questions about how it communicates with the market.

Hawkish RBI pause shifts rate outlook – Societe Generale

Societe Generale’s Kunal Kundu says the Reserve Bank of India’s (RBI) August 2026 Monetary Policy Committee (MPC) minutes reveal a more hawkish inflation assessment than the policy statement suggested. The minutes indicate that the easing cycle has effectively ended, with the August decision better viewed as a hawkish pause. Societe Generale expects an initial 25bp rate hike in December 2026, followed by another 25bp increase in the first half o…

RBI's surprisingly hawkish tone in policy minutes weighs on Indian bonds

RBI's hawkish policy minutes increase inflation concerns, leading to significant selling pressure on Indian government bonds.

Hawkish RBI minutes spark volatility in India's bond market

RBI's hawkish stance may trigger higher borrowing costs, impacting global markets by strengthening the US dollar and pressuring gold prices. The post Hawkish RBI minutes spark volatility in India’s bond market appeared first on Crypto Briefing.

RBI's Hawkish Pause Reshapes Indian Rupee Outlook, Says Societe Generale

BitcoinWorld RBI’s Hawkish Pause Reshapes Indian Rupee Outlook, Says Societe Generale The Reserve Bank of India’s (RBI) decision to hold interest rates while maintaining a hawkish stance has shifted the outlook for the Indian rupee, according to a recent analysis by Societe Generale. The French banking group notes that the central bank’s cautious tone suggests a prolonged period of elevated rates, which could influence currency dynamics and for…