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Sameer Kalra
Jun 25, 2024
Oil Prices - Upstream or Downstream ?
During the first half of the year, crude oil prices have remained between $80-$85/bbl which has helped the world as energy inflation fell...

Sameer Kalra
Jun 24, 2024
Markets - Six months Ahead or Behind ?
By the end of this week, the first six months of the year will be completed and the surprises along with the price trends were nothing...


Sameer Kalra
Jun 3, 2024
Month of June - Boom or Bust ?
The first 48 hours of June have been more than exciting for investors, especially the ones that focus on event-led moves. First, was the...

Sameer Kalra
May 28, 2024
Coming of Generational Wealth Transfer
Over the next two decades, the baby boomers (1956-1964) generation will pass over their wealth to Gen X (1965-1980) and...

Sameer Kalra
May 21, 2024
Inflations, Tariffs & Rates
The US economic surprise index was at -23, a level last seen in August 2022 when the post-Fed started to halt rate hikes. This time...

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
May 6, 2024
Reduction in Tightening Begins
Last week's Federal Reserve Policy statement and Chair Powell's discussion made it clear that tightening on all fronts seems to be...

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...

Sameer Kalra
Apr 22, 2024
Leveraged Consumers Driving Growth ?
Post covid lockdowns the consumer pattern has drastically changed. Present-day consumers are more interested in buying experiences as...

Sameer Kalra
Apr 15, 2024
Commodity,Inflation & The Fed Reserve
Over the weekend two major events took place that might result in higher commodity prices for longer. First was the Israel - Iran...

Sameer Kalra
Apr 9, 2024
Markets Volatility about to Shoot Up ?
Last week a unique event took place in the world of financial markets that was all major indices rising and ending higher from the bottom...

Sameer Kalra
Apr 8, 2024
Central Banks Volatility Index Rising
On Friday USA Non-Farm Payroll data indicated that 300,000 jobs were added to the economy during March 2024. This surprised investors,...

Sameer Kalra
Mar 18, 2024
Inflation Rise to Delay Rate Cut ?
The consumer inflation data has come above estimated for two months straight. Given that analysts and other stakeholders are optimistic...

Sameer Kalra
Mar 5, 2024
Tightening to loosen before Rate Cut ?
In the past couple of weeks, the FOMC members have been talking about the speed of balance sheet reduction. They have also tried to...

Sameer Kalra
Mar 4, 2024
Rude Drivers of Crude Oil Price
It has been almost five months that Crude oil prices have been in a price band of $76-82/bbl. During this time there have been some...


Sameer Kalra
Feb 13, 2024
Volatility Behaviour to be Volatile ?
By a rule, any index volatility is indirectly related to its main index. This means if the index rises then the volatility index falls...

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
Feb 5, 2024
Fed Says - Ready, Steady But Wait
Last week inflows in money market funds pushed the total AUM above $ 6 trillion for the first time. All this money is continuously...

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...
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