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Sameer Kalra
Apr 16, 2024
Subsidy Now, Overcapacity Later
Yesterday the USA announced a $6.4 Bn subsidy package to Samsung this came after various announcements of the same nature. This pattern...

Sameer Kalra
Apr 1, 2024
Supply Pressures Resurface
The supply chain in the past few months has been witnessing some level of stress. Whether it is the Red Sea or Black Sea conflict the...

Sameer Kalra
Mar 26, 2024
Energy Prices Ready for Lift Off ?
Till 15th March, Natural gas and Crude Oil prices were lower or stable compared to the start of the year. But in the past week or so the...

Sameer Kalra
Mar 12, 2024
Producers & Consumers Inflation Worlds
During the State Of the Union speech, the US president mentioned that companies might be keeping prices or volume adjusted even after raw...

Sameer Kalra
Feb 12, 2024
ME Conflict resulting Global Inflation ?
Even after two years, Europe continues to suffer from the consequences of the conflict in the region. The Middle East is becoming the...

Sameer Kalra
Jan 29, 2024
Supply Issues Re-emerge
It has been a few weeks since the Red Sea route became the centre of a conflict and within those weeks Suez Canal's total daily traffic...

Sameer Kalra
Jan 23, 2024
2024 - Year of Liquidity Droughts
If 2021 was a year of liquidity floods then 2024 has already started as a year of liquidity droughts. The biggest indicator of this would...


Sameer Kalra
Jan 15, 2024
The US Financial System at Risk
Last week's CPI release showed some level of pause or even a slight reversal from the falling trend. During the same week, Federal...

Sameer Kalra
Jan 9, 2024
The Year of Global Election
If 2023 was the year of Global Volatility then 2024 can be tagged as the year of Global Election. According to a report, 40 countries...


Sameer Kalra
Jan 2, 2024
Defence Industry in Action Mode
One industry that will be sure to do better this year as compared to last year is the defence industry. With the US budget being above...


Sameer Kalra
Dec 26, 2023
Three Cuts in One - Employee , Inventory & Rent
As this year ends in a few days, the anxiety for the next year might be at its highest in recent times. This is obvious since there are...

Sameer Kalra
Dec 19, 2023
The Burden of Rough Seas
In the last 24 hours, many logistics and energy companies have announced rerouting ships from the Red Sea. This came after a few ships...

Sameer Kalra
Dec 18, 2023
Peak Rates comes with Peak Economy
Last week's inflation data provided another boost to the optimism trend that interest rates have peaked. To add further fuel to this fire...

Sameer Kalra
Dec 12, 2023
Trade Deals in a DeGlobalised World
During 2019, world trade was in its 15th year of globalisation as 2004 was a year where major trade unification took place. But it only...

Sameer Kalra
Dec 5, 2023
The US Banking Continues to be Fragile
During October 2023, USA's total debt increased by over $500 Bn compared to the previous month with the interest rate crossing above 3%....

Sameer Kalra
Nov 6, 2023
Rise in Defaults - A Consumer Choice
It has been a month since repayments of student loans started and this might be one of the reasons that auto loans and credit card...

Sameer Kalra
Oct 23, 2023
Tussle of Yields - Markets Vs Policy
In the past two months, the US 10-year bond yield has moved up from 4.09% to 4.97%, while the policy interest rates have remained stable....


Sameer Kalra
Oct 16, 2023
Inflation Risk - On or Off ?
Last week US CPI release was higher than estimated but as the markets focused on the Israel- Hamas conflict the reactions of financial...

Sameer Kalra
Oct 9, 2023
Regional Conflicts with Global Costs
During the last few months, several regional conflicts have escalated, whether it is Serbia-Kosovo or Armenia-Azerbaijan. However, the...

Sameer Kalra
Sep 18, 2023
US Inflation Fight - Final Round
The US inflation release last week marked the first substantial reversal in the falling trend for CPI as well as PPI. But keeping the...
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