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05 · Research & Insights

From the Intelligence Desk.

Institutional-depth analysis on global macro, sovereign debt, geopolitics, commodities, and emerging markets. Latest report always on top.

💸 Credit & Debt June 2026 LATEST
The Reckoning That Keeps Getting Delayed
Global debt has crossed $315 trillion. Interest payments are consuming government budgets designed for a zero-rate world. The mathematics are unsustainable — and yet the system keeps extending. We examine the transmission mechanisms, India's relative position, and three scenarios for resolution.
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$315T
Global Debt Stock
300%
Debt / World GDP
18.4%
G7 Interest / Revenue
25%
Disorderly Repricing Risk
🛢️ Commodities May 2026
Oil: The Price That Moves Everything Else
Brent above $85. India's import bill widening. OPEC+ discipline holding. What oil dynamics mean for the rupee, inflation, and every business with energy exposure.
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🗺️ Geopolitics April 2026
The New Economic Order: Fractures, Alliances & the Scramble for Stability
US-China rivalry, Middle East pressure, Russia sanctions, India's extraordinary balancing act — the geopolitical forces shaping every economic decision in 2026.
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📊 Macro Coming · July 2026
Central Banks at the Crossroads
The Fed, ECB, and RBI face diverging mandates as inflation eases unevenly. A cycle-turning analysis of what comes next for rates, currencies, and bond markets.
In Preparation
📊 Macro Coming · August 2026
India 2030: The Quadrillion Pathway
A rigorous examination of the structural prerequisites for India's ascent to a $5T+ economy — and the bottlenecks that could derail the trajectory.
In Preparation

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