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...
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Sameer Kalra
Nov 26
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
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
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 11
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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...
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