Bonds in India Set for Rout on Unexpectedly Hawkish RBI Minutes

RBI Pause on Interest Rate Hike May Last Only Till December

Gold Silver Reports (GSR) – The 10-year bond yield may climb by as much as 10 basis points, according to Vijay Sharma, New Delhi-based executive vice president for fixed-income at PNB Gilts Ltd. One-year interest-rate swap rose three basis points Thursday to 6.51 percent, the highest since March 9.                 

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U.S. Stocks Decline on Tech Woes, Treasuries Slide

Gold Silver Reports (GSR) – U.S. Stocks Decline on Tech Woes, Treasuries Slide – The S&P 500 Index dropped the most in nearly two weeks as tech shares slumped after Taiwan Semiconductor’s disappointing forecast roiled chip-maker stocks. China’s request for concessions from Qualcomm Inc. to acquire NXP Semiconductors NV ratcheted up tensions over trade. Earnings misses from Procter & Gamble Co. and Philip Morris International Inc. weighed on consumer staples.                 

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Rusal Discusses Deals in China to Ease Sanctions Crunch

Gold Silver Reports (GSR) – Rusal Discusses Deals in China to Ease Sanctions Crunch — Rusal is looking for alternative sources of alumina, the raw material for aluminum, as sanctions block its normal supplies, according to the people, who asked not to be identified because the matter is private. At the same time, the Russian company is asking traders whether it can boost sales of the refined metal in ingot form in China, as its usual customers are cut off.                                

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Fed Says Tariff Concerns Cloud Otherwise Solid U.S. Outlook

Gold Silver Reports (GSR) – Fed Says Tariff Concerns Cloud Otherwise Solid U.S. Outlook — New tariffs and concerns “Outlooks remained positive, but contacts in various sectors including manufacturing, agriculture and transportation expressed concern about the newly imposed and/or proposed tariffs,” the Fed said in its Beige Book report released Wednesday in Washington. That concern was later echoed by New York Fed President William Dudley, who told an audience in the Bronx that a tariff war would be a “terrible outcome” which the U.S. couldn’t win.

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Prime Minister Narendra Modi Addresses Indians In London

Gold Silver Reports (GSR) – Prime Minister Narendra Modi Addresses Indians In London — Indians Are Becoming Aspirational’ — Prime Minister Narendra Modi said that people have more expectations of his government because they trust that it can deliver. “People know that when they say something, the government will listen and do it,” he said.

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