The NPA saga is not yet over. Bad loans are piling up.The 25 Banks that have released results, have increased their Gross NPA by 81.18% and Net NPA by 95.79% from March 2015.On a quarterly basis 25 Banks put together have increased their Gross NPA by 32.36% and Net NPA by 36.72% from Dec 2015.Gross

In this brief excerpt from The Macro Show earlier today, Hedgeye CEO Keith McCullough responds to a subscriber’s question about whether he thinks there will ...

It is amusing that we question India's growth every day. That despite being touted as the fasting growing economy in a slow growth world. Why are we justifying our growth level if things are so rosy? There are many different answers to this and the optimists simply discard the pessimists as sceptics and the ''don't know anything'' in discussions.

Not only is US core CPI trending higher; the dollar uptrend has given way to a downtrend, implying the end of low headline CPI. The result could be CPI above 4% by 2017. The psychological effect of 4%+ CPI, combined with timid action by the Federal Reserve on rates, could represent a ‘tipping-point’ in public inflation expectations. Once this occurs, there is a risk that economic behavior changes in unpredictable ways that can damage real potential economic growth. Investors should prepare accordingly.