top of page

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 16, 2024
Central Banks at Crossroads
As this year comes near an end, central banks are closing the year by giving mixed commentary for the year ahead. This week is crucial as...

Sameer Kalra
Dec 10, 2024
Volatility Insanity Returns - 5 months
It has been over five months since the S&P500 Volatility Index (VIX) blew up to 65, but as of today, it trades at 14. This period has...


Sameer Kalra
Dec 9, 2024
AGI & Robots : Global Growth Drivers?
Since November 2022, AI has been discussed in public and private forums worldwide. This has not only opened up a new industry but also...


Sameer Kalra
Dec 3, 2024
OPEC Day - Lower Price or Market Share
The OPEC+ meeting on 5th December is scheduled to decide whether to delay the voluntary cuts withdrawal. Since July, when OPEC+ announced...

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 19, 2024
AI Growth in Question ?
In 2023, global spending on AI was estimated to be $154Bn, and this year, it is estimated to be $202Bn. The majority of the spending over...


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...

Sameer Kalra
Nov 12, 2024
Crude check for Oil in the making ?
Oil prices have remained stable between $70-75/bbl for the last two months despite the chaos surrounding them. This stability might have...

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 8, 2024
Volatility Insanity Returns - Third Month
As financial markets entered the third month from the day, the volatility index (VIX) became volatile again. It is important to review...

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...
bottom of page