Khagan Rao

53 published articles

• Canada Hikes as the Fed, ECB and Bank of Japan Hold: The Rate Calls That Ran Against Core Inflation

  Monetary Policy · 30 Oct 2026

• France's Bond Yields Pass 5%, and Almost All of This Autumn's Rise Is French

  Fiscal Policy · 24 Oct 2026

• Hiking Into an Oil Shock: Where the Case for Higher Rates Holds, and Where It Doesn't

  Monetary Policy · 23 Oct 2026

• India's Inflation Jumps to 5.54% in September as Food Prices Surge, Erasing the RBI's Real-Rate Cushion

  Inflation · 22 Oct 2026

• The World's Debt Problem Has Become an Interest-Rate Problem: Reading the IMF's October 2026 Fiscal Warning

  Fiscal Policy · 22 Oct 2026

• Monetary Policy Explained: How Central Banks Steer Inflation and Growth

  Study · 21 Oct 2026

• ARIMA and GARCH Explained: Forecasting a Series and Its Volatility

  Study · 21 Oct 2026

• Instrumental Variables Explained: Endogeneity, 2SLS and Weak Instruments

  Study · 21 Oct 2026

• Panel Data Explained: Fixed Effects, Random Effects and the Hausman Test

  Study · 21 Oct 2026

• China's Economy Grows 4.5% in Q3 as Exports Surge and Investment Falls

  Global Economy · 21 Oct 2026

• The September 2026 Market Rout: Why This Sell-Off Is Different, What It Could Cost, and How Policymakers Should Respond

  Financial Markets · 29 Sept 2026

• Fed Hikes Rates to 3.75%–4.00%, First Increase Since 2023 — And Signals More Ahead

  Monetary Policy · 17 Sept 2026

• A Trade Policy Traffic Jam: Tariff Deadlines Collide in Late July 2026

  International Trade · 13 Jul 2026

• Brent Crude Falls Below $70 as Iran-US Ceasefire Reopens the Strait of Hormuz

  Financial Markets · 13 Jul 2026

• Global Disinflation Has Stalled: Why G20 Inflation Is Rising Again in 2026

  Inflation · 13 Jul 2026

• The Fed's July Dilemma: Sticky Inflation Meets a Weakening Jobs Market

  Monetary Policy · 13 Jul 2026

• China's Great Rebalancing: Betting on Consumers as the Property Boom Fades

  Development Economics · 13 Jul 2026

• IMF's July WEO: AI Economies Pull Ahead as $89 Oil Squeezes Importers

  Global Economy · 12 Jul 2026

• The Review That Isn't a Countdown: What USMCA's July 1 Deadline Actually Triggers

  International Trade · 12 Jul 2026

• Washington's Next Tariff Move: Brazil Faces a 25% Section 301 Deadline on July 15

  International Trade · 12 Jul 2026

• The Bank of Japan Just Raised Rates to a Level Not Seen Since 1995 — And Signaled It Isn't Done

  Monetary Policy · 12 Jul 2026

• The New Fed Chair's First Move: Five Outside Panels to Rethink How the Central Bank Thinks

  Monetary Policy · 12 Jul 2026

• July 2026 Is a Pressure-Test Month for Global Trade — Here's Every Rule Changing at Once

  International Trade · 11 Jul 2026

• China's Growth Beat Expectations in Q1 — But the World Bank Says the Hard Part Is Still Ahead

  Global Economy · 11 Jul 2026

• The ECB Just Raised Rates for the First Time in Three Years — Because a War, Not the Economy, Forced Its Hand

  Monetary Policy · 11 Jul 2026

• IMF Cuts Global Disinflation Hopes: Growth Holds at 3%, but Inflation Forecast Jumps to 4.7% for 2026

  Global Economy · 11 Jul 2026

• Washington's Next Tariff Move: Section 301 Hearings Land Just Before the Clock Runs Out

  International Trade · 4 Jul 2026

• New Fed Chair Draws a Line: No Rate Cuts Just to Please the White House

  Monetary Policy · 4 Jul 2026

• The Ruling That Rewrote Tariff Power: Inside the 2026 Supreme Court Trade Decision

  International Trade · 4 Jul 2026

• The Strait of Hormuz Shock: How a 10-Million-Barrel Supply Cut Is Reshaping the Global Growth Outlook

  Global Economy · 3 Jul 2026

• OPEC+ and the New Oil Order: Supply Strategy After the Hormuz Shock

  Global Economy · 2 Jul 2026

• How Population Shapes Growth: The Economics of an Ageing World

  Development Economics · 2 Jul 2026

• The Race to Digitise Money: Where Central Bank Digital Currencies Stand in 2026

  Monetary Policy · 2 Jul 2026

• Labour Market Polarisation: How AI Is Rewriting Who Wins and Who Loses at Work

  Labour Economics · 2 Jul 2026

• The Cost of Decoupling: What US-China Economic Fragmentation Really Costs the World

  International Trade · 2 Jul 2026

• China's Deflation Dilemma: What Negative CPI Means for the Global Economy

  Global Economy · 28 Jun 2026

• Bank of Japan Ends the Era of Ultra-Loose Policy: What It Means for Global Bond Markets

  Monetary Policy · 28 Jun 2026

• Wage-Price Spiral Risk: Are We Heading Back to 1970s-Style Stagflation?

  Labour Economics · 28 Jun 2026

• India's $680 Billion Forex War Chest: How the RBI Manages the Rupee

  RBI & SEBI · 28 Jun 2026

• Food and Energy Inflation: The Commodity Shock That Refuses to Fade

  Inflation · 28 Jun 2026

• Credit Spreads Are Widening: What the Bond Market Is Telling Us About Default Risk

  Financial Markets · 28 Jun 2026

• The Middle-Income Trap: Why Some Economies Get Stuck at $10,000 GDP Per Capita

  Development Economics · 28 Jun 2026

• The Hidden Cost of Subsidies: How Fuel and Food Support Schemes Distort Economies

  Fiscal Policy · 28 Jun 2026

• India's Manufacturing Bet: PLI Schemes, China+1, and the Race to Capture Global Supply Chains

  International Trade · 28 Jun 2026

• The AI Productivity Paradox: Why Technology Booms Do Not Always Show Up in GDP

  Research · 28 Jun 2026

• Sovereign Debt at the Limit: How Advanced Economies Are Running Out of Fiscal Space

  Fiscal Policy · 25 Jun 2026

• The Resilient Labour Market: Why Jobs Are Holding Despite Global Headwinds

  Labour Economics · 25 Jun 2026

• Fiscal Space in the Post-Pandemic Era: How Much Room Do Governments Have Left?

  Fiscal Policy · 24 Jun 2026

• Global Disinflation: Is the Last Mile the Hardest?

  Inflation · 24 Jun 2026

• Global Growth Outlook 2025: Why the IMF Revised Forecasts Down — and What Comes Next

  Global Economy · 24 Jun 2026

• Markets Caught in Cross-Currents: Reading Financial Turbulence in Early 2025

  Financial Markets · 24 Jun 2026

• The Silver Economy: How Ageing Populations Can Become an Economic Asset

  Research · 24 Jun 2026

• Tariffs at Century-High Levels: The IMF's Verdict on the New Trade War

  International Trade · 24 Jun 2026