The combined fiscal and monetary stimulus during the lockdown has resulted in upward inflationary pressure the world over. This has forced central banks, led by the Federal Reserve, to commence on an aggressive rate hiking cycle. As the combined monetary and fiscal stimulus was much higher in developed markets at 15-23 per cent of the GDP than in emerging economies like India, the spike in consumption and inflationary impulse has been to a greater degree in those economies, resulting in the most aggressive rate hiking cycle seen in the developed markets in the last 40 years.
This story is from the November 07, 2022 edition of Dalal Street Investment Journal.
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This story is from the November 07, 2022 edition of Dalal Street Investment Journal.
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