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Sameer Kalra
3 days ago
Reset of World Order & The Costs
For decades, free trade practices with smooth goods and services movement were given to companies planning to start or expand their...

Sameer Kalra
Mar 3
The Transatlantic Dislocation
For the past many decades, it was a given that the USA and Europe along with certain other countries were on the same side of any global...


Sameer Kalra
Feb 25
European Outperformance Surprise
As the first two months of the new year come to a close, most of the investor community has been surprised by the outperformance of...

Sameer Kalra
Feb 24
Germany Test Over : EU Test Begins
As Germany voted with the highest turnout of 84% since its reunification in 1990, the results were mostly in line with polls. Unions(...


Sameer Kalra
Feb 18
USA & Russia : Warm up in Winter ?
In the last few days, the geopolitical world has been turned upside down by a one-hour call between President Trump and Putin. Two major...


Sameer Kalra
Feb 11
World Tariff War 2 - Second Week
It has been only a week since China imported goods into the USA and received a 10% tariff hike, with Canada and Mexico tariffs postponed....

Sameer Kalra
Feb 4
World Trade War 2 - 48 hrs onwards
After 48 hours since the initial order in tariff was signed, there has been de-escalation and escalation simultaneously. Given that IEPA...


Sameer Kalra
Jan 28
DeepSeek causes the Deep Correction
In the last 24 hours, there has been enough information about DeepSeek and how it might impact the AI industry. This led to almost a $1...


Sameer Kalra
Jan 27
Emergency Tariff - The Trump Card ?
As the world was getting ready to start a new week and recover from the actions of the new US President, it had a new one to cope with....

Sameer Kalra
Jan 21
The Inaugural Reversal : Years in Hours
Yesterday, as the USA elected a new President, the world elected the most unpredictable leader in recent history. The time for unknown...

Sameer Kalra
Jan 14
2025 - World Ceasefire or War ?
As the president-elect is due to take office on 20th January, the world politicians and country heads are pushing towards de-escalation....

Sameer Kalra
Jan 13
Inflation Spike Ahead ?
In the last six months, the US 10-year bond yield has risen to 4.8% from 3.8% despite a 1% rate cut during the period. At the same time,...

Sameer Kalra
Jan 7
January 2025 - Make or Break Month
As most people recover from holiday hangovers, the financial markets across assets and regions become more anxious. Last quarter was one...

Sameer Kalra
Jan 6
Volatility Insanity Return - Half year over
The last six months have been most volatile in terms of the economy and financial markets despite stable rate gusts and point-to-point...

Sameer Kalra
Dec 23, 2024
The Fed vs President-elect : Warm Up
Last week was the final FOMC meeting of 2024, and volatility relating to expectations and actuals continued to be highest in recent...

Sameer Kalra
Dec 17, 2024
BoJ & Fed D-Days : Santa or Grinch ?
The next 48 hours are crucial as the Bank of Japan and the Federal Reserve meet to decide on the year-end interest rates. This year has...

Sameer Kalra
Dec 2, 2024
Global Trade Wars II
It is almost a month since the US presidential elections were held and the results declared a Trump and Republican victory. Since various...

Sameer Kalra
Nov 26, 2024
3-3-3 Policy : Trump's Card for 2028
As the incoming President of the USA selected his Treasury Secretary, the debate over who it would be got shut down. The man he picked,...


Sameer Kalra
Nov 25, 2024
Israel's Gift to Incoming US President ?
As President-elect Trump prepares to enter the White House. Israel might be preparing a welcome gift for him and an incidental farewell...


Sameer Kalra
Nov 18, 2024
The Transitional Volatility - 60 days to go
Since election results were announced, the Trump future administration is taking shape involving people that are inline with the...
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