#UpNext: Is an Indian rate cut on the cards?

Plus: more Big Tech earnings, and US jobs data coming down the pipeline.

2 Min Read
Expectations are high of a rate cut in India.

Market watchers will have a lot to take in this week. Ā 

In India, all eyes will be on whether the Reserve Bank makes a long-awaited rate cut. And in the US and the Gulf, thereā€™ll be some big names revealing their earnings info ā€” weā€™re talking Amazon, Alphabet and Emaar. 

Hereā€™s what you need to be paying attention to. 

Earnings szn 

Alphabet and Amazon have their turn in the earnings spotlight this week, with some big numbers also expected from the AI and chip space, including AMD, Qualcomm and Palantir.  

Four of the Magnificent 7 (Microsoft, Meta, Apple and Tesla) have already reported ā€”  and they fared pretty well, despite the ongoing DeepSeek chaos.  

But the two tech powerhouses reporting this week ā€” both of them hyperscalers ā€” could still shake things up, particularly if thereā€™s any spending news.  

Meanwhile, over in the Gulf, names like Emaar, Aldar, ADNOC Gas and Dubai Electricity and Water Authority are ready to share their numbers too.  

Count the jobs 

The US jobs data series continues to roll in, with the big January report coming into focus on Friday.  

The job market has been strong and stable recently, but these figures will still be clossely watched, with the Fed in wait-and-see mode after pausing rate cuts last week. 

Forecasts suggest 170K new jobs were added in January, according to a Reuters poll. Thatā€™s a dip from Decemberā€™s strong 256K, but still solid compared to recent data.  

If the job market shows signs of slowing down at a concerning rate, Jerome Powell and his colleagues might be forced to reverse their rate-cut pause sooner than expected. 

Cut time?

The Reserve Bank of India will also be taking the stage on Friday, delivering its much-anticipated monetary policy announcement.  

Expectations are high for the first interest rate cut since the pandemic, with the governmentā€™s budget offering some much-needed clarity on the direction of monetary policy moving forward.  

MONIIFY will be watching so you donā€™t have to. Head back here for the deets. 

Edited by Tim Hume. If you have any tips, ideas or feedback, please get in touch: talk-to-us@moniify.com