US & UK yields rose as US GDP, payroll and consumer confidence data surprised positively and BoE delivered hawkish comments. Crude prices fell after US inventories rose. Global currencies appreciated against the US$ and equity markets were stable. However, volatility to markets might return as US may soon impose US$ 200bn tariffs on Chinese imports. Indian equity markets fell led by consumer, auto and IT stocks. Consumer firms reported sharp deceleration in rural volume. We expect muted growth in H1FY20....