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India’s Dollar Short Position Is EXPLODING (Here's What You Need To Know)
Manage episode 469222042 series 2679639
The new guy at the RBI said he wasn't going to interfere with the rupee as much as his predecessor. Apparently, the dollar has left him with little choice. It’s the fundamentals that matter. And even India is showing more signs of forgetting how to grow. That’s why the dollar has been on a rampage again and why RBI can't let it go.
Eurodollar University's Money & Macro Analysis
Bloomberg India Central Bank’s Short Dollar Book Hit Record $77.5 Billion
https://www.bloomberg.com/news/articles/2025-02-28/india-central-bank-s-short-dollar-book-hit-record-77-5-billion
India: 2024 Article IV Consultation-Press Release; Staff Report; and Statement by the Executive Director for India
https://www.imf.org/en/Publications/CR/Issues/2025/02/27/India-2024-Article-IV-Consultation-Press-Release-Staff-Report-and-Statement-by-the-562726
IMF 2018
https://www.imf.org/en/News/Articles/2018/08/07/NA080818-India-Strong-Economy-Continues-to-Lead-Global-Growth
MacroVoices Mar-a-lago Accord
https://macrovoices.podbean.com/e/macrovoices-469-jeff-snider-the-mar-a-lago-accord-seen-through-a-eurodollar-lens/
At YT:
https://youtu.be/qeu6vrqZ980
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
1047 episodes
Manage episode 469222042 series 2679639
The new guy at the RBI said he wasn't going to interfere with the rupee as much as his predecessor. Apparently, the dollar has left him with little choice. It’s the fundamentals that matter. And even India is showing more signs of forgetting how to grow. That’s why the dollar has been on a rampage again and why RBI can't let it go.
Eurodollar University's Money & Macro Analysis
Bloomberg India Central Bank’s Short Dollar Book Hit Record $77.5 Billion
https://www.bloomberg.com/news/articles/2025-02-28/india-central-bank-s-short-dollar-book-hit-record-77-5-billion
India: 2024 Article IV Consultation-Press Release; Staff Report; and Statement by the Executive Director for India
https://www.imf.org/en/Publications/CR/Issues/2025/02/27/India-2024-Article-IV-Consultation-Press-Release-Staff-Report-and-Statement-by-the-562726
IMF 2018
https://www.imf.org/en/News/Articles/2018/08/07/NA080818-India-Strong-Economy-Continues-to-Lead-Global-Growth
MacroVoices Mar-a-lago Accord
https://macrovoices.podbean.com/e/macrovoices-469-jeff-snider-the-mar-a-lago-accord-seen-through-a-eurodollar-lens/
At YT:
https://youtu.be/qeu6vrqZ980
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
1047 episodes
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