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RBI Monetary Policy Review – February 2026: A Calibrated Pause in a Goldilocks Economy

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Outlook Summary:  Looking ahead, RBI may cut 50 bps further in 2026, in line with the US Fed; India’s core CPI may hover around the 3.00-3.50% range, below 4.00% RBI targets On February 6, 2026, the Reserve Bank of India (RBI), under Governor Sanjay Malhotra, concluded its last Monetary Policy Committee (MPC) meeting of the financial year (2025-26). As highly expected, the six-member panel (MPC) unanimously decided to keep the policy repo rate unchanged at 5.25% and also hold all other key policy rates at Dec’26 levels. The RBI MPC continues its neutral monetary policy stance, but one MPC member, Prof. Ram Singh, voted for an accommodative stance. Looking ahead, the RBI MPC will be guided by the evolving macroeconomic conditions and the outlook based on data from the new series in charting the future course of monetary policy. On Friday, February 6, 2026, India’s Central Bank, RBI, holds all key policy rates as highly expected. ●        Repo rate at 5...
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Is ‘Don’ Trump accelerating de-dollarization by abducting Venezuelan President Maduro?

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  ·        Gold jumped; Dow surged on Chevron boost as Trump/US may control all Venezuelan oil reserves, but it may not be possible in the near future. ·        But in reality, it may take at least five years to develop oil infrastructure (~$100B) for such oil extraction from Venezuela. ·        By 2030, oil demand may be much lower due to the rapid adoption of EV/REs by not only China, but also the EU and India At the early hours of January 3, 2026, Trump surprised the world with a high-precision surgical strike on the Venezuelan Presidential palace and abducted Maduro and his wife, Flores, to ‘face DOJ charges of narcotic drugs peddling’ into the US. On January 2, 2026, President Donald Trump and Secretary of State Marco Rubio made significant remarks regarding a potential surgical strike on Venezuela, setting the stage for the events that unfolded on January 3 with Operation Absolute ...
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