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Bureau: Delhi
Islamabad gets paid for IMF discipline the same week it brokers the Iran-US back-channel — the geopolitical-IMF coupling is now structural, not coincidental.
The rupee holds at 95.32 per dollar after April's $7.5B FII outflow as Brent below $100 delivers the first relief signal — May flows will measure whether it sticks.
Trump's Beijing summit with Xi is May 14-15 — eight days out — landing inside the same week as the Pakistan IMF tranche, the FOMC handover to Warsh, and the May 16 Russian-oil GL 134B cliff.