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Sameer Kalra
Nov 11, 2024
Trump Trumps the Financial Markets
Last week was surprising for many, and it was one of those events that resulted in either the most happy people or the most sad people,...


Sameer Kalra
Nov 4, 2024
USA elections - Climactic Climate
In next forty eight hours the world most probably will know the new US President and in one or other way the event might be past peak...

Sameer Kalra
Oct 29, 2024
Military Spend nears $ 2.5 Trillion
During 2023, the world spent $2.44 Trillion on the military, indicating a 6.8% real growth compared to 2022. According to a report by...


Sameer Kalra
Oct 28, 2024
Israel Strikes 1800 Km Away from Home
After decades of proxy fights it was the first round of escalation that Israel entered Iran Air space and conducted a precise strike on...

Sameer Kalra
Oct 15, 2024
US Election enters Climax phase
Almost three weeks to go before the worlds top economy chooses its new leadership. In last few months it has been nothing less than a...

Sameer Kalra
Oct 7, 2024
New Targets of War - Energy & Power
In the last forty days, natural gas prices are up by 30% and oil prices are up 8% since the start of this month. This has a...

Sameer Kalra
Oct 1, 2024
The Month of October - Critical
As the new month begins so do a new level of worries for many. Last night Israel started with a limited ground operation in Lebanon. The...

Sameer Kalra
Sep 30, 2024
The Sleeping Dragon Fights Back
As per the Bank of America Global Fund Manager Survey, the second most crowded trade was Short China equities with an increase percentage...

Sameer Kalra
Aug 19, 2024
Volatility Insanity Returns - Week 3
Today is the start of the third week since VIX spiked from 17 to 65 within 48 hours. But since then, certain changes in events have led...

Sameer Kalra
Aug 6, 2024
Volatility Insanity Returns - Day 2
In the past 24 hours there have been many speculations of a Fed emergency rate cut and due to this Fed rate swap market is now factoring...

Sameer Kalra
Aug 5, 2024
Volatility Insanity Returns
In last three trading sessions VIX has almost doubled from a low of 16 to high of 30. The crude oil OVX has increased from 28 to 40....

Sameer Kalra
Jul 22, 2024
Elections,Central Banks & Gold : Part 3
It has been only three weeks since the betting market started to factor in President Biden's withdrawal from the 2024 elections and last...

Sameer Kalra
Jul 16, 2024
A New Japan In Positive Rate Era
It has been more than five months since interest rates were increased in Japan after decades. Within this period inflation averaged...

Sameer Kalra
Jul 8, 2024
Elections,Central Banks & Gold
In the last three years, the world has gone through changes in geopolitics that have not been observed in the previous fifteen years....


Sameer Kalra
Jul 1, 2024
Geopolitics Impacting Climate ?
According to the Paris Agreement, limiting global warming to 1.5 degrees Celsius will require greenhouse gas (GHG) emissions to peak...

Sameer Kalra
Jun 10, 2024
US Employment Puzzle
Last week the jobs data indicated an addition of 272,000 in May 2024 but the unemployment was higher at 4%. This came as a surprise as...

Sameer Kalra
May 13, 2024
Dragon Economy Healing ?
Since February 2024 CSI 300 Index has given a return of 15% and China's 10-year bond yield has fallen from 2.62% to 2.3% from the start...


Sameer Kalra
May 7, 2024
Worrisome Rise of Commodities
In 2023, S&P Goldman Sachs Commodity Index fell by 12% but within the first court months of 2024, that fall was reversed as the index...

Sameer Kalra
Apr 30, 2024
Hypersonic Global Military Spending
Last week USA passed an aid package worth $95 Bn that would help support the ongoing and might-be conflict in Ukraine, Israel and the...

Sameer Kalra
Apr 29, 2024
The Complicated Rise of Japan
Today Yen reached 160 level against US dollar , a level last witnessed in January 1990. The importance of this level comes from the...
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