Out Of The Cyclical Storm And Into The Policy Fog

Sign up here to receive Talking Point This Week by Niraj Shah, along with daily and weekly newsletters from NDTV Profit on most important market cues, our best reads, research reports and more.The title is borrowed from a JPMorgan note, but it’s a fitting one for the first note of 2025. Because it promises to be a year which is clouded, with outcomes hinging on central banking policy outcomes predominantly, aside of Donald Trump. Nee…