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Macronomics: Solid Case For A Rate Cut, But RBI Is Unpredictable

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There's an RBI policy today. And it's at 2:30 pm instead of the regular 11 AM. While this may be minor, it's an indication of how much the RBI has changed from the past. It has always tried to be predictable and transparent. It is no longer either. We still don't know how many notes were deposited as part of the demonetization. We don't know what the thinking is about rate cuts, or what they will do in terms of steps ahead. While that remains, the case for a rate cut is solid. Inflation . . .

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