your view on uh the RBI cutting rate or not. Uh my understanding is that you are thinking of a pause uh because the question really is that how does the RBI cut rates if you have inflation at 0.3% and growth is as high as 8.2%. But remember you seem to be the outlier.Most are expecting a rate cut. So we are we have been maintaining this view that after frontloading of rate cuts so there have been 100 basis points of interest rate reductions uh by the MPC uh since uh you know the start of this uh financial u ...

Group 1 - Silver prices experienced fluctuations, currently reported at $48.68 per ounce, with a high of $48.77 and a low of $47.70, approaching the $49.00 level [1] - Former U.S. Congressman Ron Paul stated that the U.S. is facing a "moral and fiscal bankruptcy," highlighting a $1.9 trillion budget deficit and warning citizens to prepare for significant changes [2] - The ADP report indicated an unexpected increase of 42,000 jobs in the private sector for October, contrasting with McDonald's report of a double-digit percentage decline in low-income customer traffic [2] Group 2 - Technical analysis suggests that silver found support at the 50% Fibonacci retracement level of $45.85, with trading occurring between this level and $49.35 [3] - If silver prices break below $49.35, resistance may be encountered in the $50.40-$50.60 range, with a further upward target near the October 20 high of $59.80 [3] - Recent support levels are noted at $47.00 and $45.85, with a potential bearish scenario if these levels are breached, targeting the 61.8% Fibonacci retracement level and the September 24 low of $43.80 [3]

新华财经北京10月15日电印度央行（RBI）近期通过分阶段下调现金准备金率（CRR）释放流动性的举 措，实际效果显著低于预期。据现有信息显示，尽管央行已实施半数降准计划，银行体系流动性仍面临 紧缩压力，短期利率上行风险加剧。 今年6月，印度央行宣布将在9月至11月期间分阶段下调现金准备金率共计100个基点，预计向银行体系 释放约2.5万亿卢比流动性。然而，多位分析师指出，截至目前，实际释放的流动性规模仅约为1.25万亿 卢比，远低于原定目标。 分析认为，流动性注入效果受限的主要原因在于外部因素对资金的吸收。一方面，印度央行在外汇市场 的干预操作——包括美元抛售行为——回笼了部分本币流动性；另一方面，外汇远期合约集中到期，亦 对国内银行体系形成显著抽水效应。有分析师明确表示，本轮降准甚至未能完全抵消外汇远期合约到期 所带来的流动性收缩影响。 按照常规机制，下调现金准备金率应释放银行存放于央行的法定准备金，从而缓解银行间市场资金紧张 状况，并对短期利率形成下行压力。但实际情况显示，尽管准备金要求已下降，银行体系在上月曾短暂 陷入流动性赤字状态，反映出市场资金面依然偏紧。 目前，印度央行已按计划完成50个基点的现金 ...

市场分化格局下，避险与进攻双线并行：一方面资金涌入贵金属寻求避险，另一方面则积极布 局受政策驱动的算力基建与涨价的农药板块。 二、 三大领涨板块异动解析 1、 农药行业掀起涨价风暴。苏利股份强势斩获两连板，广康生化盘中股价刷新历史纪录。行 业爆发的导火索是红太阳公司宣布将 97%氯虫苯甲酰胺产品价格上调至30万元/吨，较2024 年低点涨幅超40%。 核心原材料供应紧张导致成本攀升，直接推动行业供需格局收紧。当前正值农药需求旺季，市 场分析人士指出，氯虫苯甲酰胺价格或持续走高，并带动阿维菌素、吡蚜酮等复配品种价格联 动上涨。 一、 指数震荡，板块分化 今日 ， A股市场呈现显著分化。沪指微 涨 0.0 4 %报338 5 . 36 点，深证成指 微 跌 0.1 9 %报1018 3 . 70 点 ，创业板指则下跌 0.4 5 %报203 9 . 44 点。 市场呈现典型的结构性行情，主要指数在窄幅震荡中显露出资金偏好转变。沪深两市成交额达 11520 亿元， 相对昨天缩量 1384亿。 2 4 00只 多只 个股下跌， 三、 市场分化的多重逻辑 1、 央行今日开展 1万亿元买断式逆回购操作，期限为3个月。这是 ...