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steady emphasizing liquidity borrowing cautious backdrop monetary inflation dynamics complicating further easing Committee extended reduction reassess evolving crucial juncture outlined expenditure fiscal deficit appears lowering tariffs flows easing sharper reduction cumulative substantial economists narrowed quo increasingly argue intends bond yields prepares massive trillion borrowing programme remains tailwinds tricky moderate modestly sustained capex calculus calibrated rise reduces urgency Instead ensuring stability orderly altering rather stance sentiment Emkay uncertainties eased somewhat foreign portfolio flows Even narratives swing supportive backdrop aided resolution stabilize However brokerage cautioned favorable flagged transmission despite easing sustained infusion sharply perspective Wells Fargo firmly pivot yield Words taken from this article