Expect The Unexpected

Weekly Commentary: Deleveraging Watch

White House Says India Agrees To Eliminate Restrictive Import Licensing Procedures That Delay Market Access For, Or Impose Quantitative Restrictions On, U.S. Information And Communication Technology Goods; India Intends To Purchase $500B Of U.S. Energy Products, Aircraft And Aircraft Parts, Precious Metals, Technology Products, And Coking Coal Over Next 5 Years; India And United States Will Significantly Increase Trade In Technology Products

White House Says U.S. And India Are Pleased To Announce That They Have Reached A Framework For An Interim Agreement Regarding Reciprocal And Mutually Beneficial Trade; India Will Eliminate Or Reduce Tariffs On All U.S. Industrial Goods And A Wide Range Of U.S. Food And Agricultural Products; U.S. Will Apply A Reciprocal Tariff Rate Of 18%; U.S. Will Also Remove Tariffs On Certain Aircraft And Aircraft Parts

AI Meets EMD: Short-Term Match, Longer-Term Friction?

The Problem With Quality

February 2026 Perspective

Non-U.S. And Emerging Equity Markets Took The Leadership Baton In 2025

Global Equities In 2026: Same, Same... But Different

FLIN: Trade Deal Provides Potential Catalyst

Air India Initiates Fleet-Wide Re-Inspection Of Fuel Control Switch Latch After Potential Defect, Escalates To Boeing For Evaluation

India's Official Trade Deal With US Addresses Washington's Request To Lower High Indian Tariffs On Sectors Like Auto; Includes Some Agriculture Products

India's stock market rallies as investors cheer U.S. trade deal

Trump Says He Agreed To Trade Deal With India: Narendra Modi 'Agreed' To Stop Buying Russian Oil

Market Outlook: A Change Of Course

Indian Prime Minister Modi Says Delighted That Made In India Products Will Now Have A Reduced Tariff Of 18%

President Trump Says Modi Agreed To Stop Buying Russian Oil, And To Buy Much More From The United States And, Potentially, Venezuela

President Trump Says Modi Also Committed To "BUY AMERICAN," At A Much Higher Level, In Addition To Over $500 Billion Dollars Of U.s. Energy, Technology, Agricultural, Coal, And Many Other Products

President Trump Says Out Of Friendship And Respect For Prime Minister Modi And, As Per His Request, Effective Immediately, We Agreed To A Trade Deal Between The United States And India, Whereby The United States Will Charge A Reduced Reciprocal Tariff, Lowering It From 25% To 18%

Why The 'Mother Of All Deals' With EU Matters For India