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The Fed Raised Rates , Now What ?
Last week Federal Reserve did the last hike before the summer break started and the tone this time also continued to be neutral towards...
Sameer Kalra
Jul 31, 2023


Fed Standoff : To Shoot or Hold ?
Almost 36 hours left for the next FOMC meeting. The rate swap market is already pricing in a hike with odds of 98.9%. And the same is...
Sameer Kalra
Jul 25, 2023


Inflation Reduction,But Fed's Deduction?
Last week inflation gave more hope to the optimistic that it is now even below the lowest estimates. This resulted in further rallies in...
Sameer Kalra
Jul 17, 2023


Fed Minutes - Outlook Uncertain
Last week FOMC meeting minutes were released and it was not what the investors were hoping for. The committee remains with the stand that...
Sameer Kalra
Jul 10, 2023


Fed Shifts from Every time to Sometime
Yesterday the policy decision was not related to whether the rate rises today or not but it was more to do with whether the rate will...
Sameer Kalra
Jun 15, 2023


Is Fed Using 2004-07 Playbook?
Yesterday Federal Reserve hiked the interest rates by another 0.25% taking the rates to 5-5.25%. As this was expected there was not much...
Sameer Kalra
May 4, 2023


Does Fed Pause for the Cause ?
In the next 48 hours, the market will be reacting to the rate decision taken by FOMC. The Swap Markets have already given a 94%...
Sameer Kalra
May 2, 2023


Is Fed Balance Sheet Bump Over?
It’s been almost a month since the banking crisis created a sudden panic. It led to swift actions by central banks to contain the risks....
Sameer Kalra
Apr 6, 2023


Dovish Hike By Hopeful Fed
Yesterday FOMC increased the interest rate by 0.25% in line with estimates. But the most important part was the speech by Fed Chair...
Sameer Kalra
Mar 23, 2023


Who will be Wrong? - Fed or Market
Tomorrow will be the FOMC decision on the interest rate and also the first time Fed Chair Powell will be speaking since the blackout...
Sameer Kalra
Mar 21, 2023


Welcome to The Fed Roller Coaster
The most feared ride in any amusement park is the roller coaster and the funny part is it is the main attraction as well. This reference...
Sameer Kalra
Mar 9, 2023


No Pause In Sight - by Federal Reserve
Yesterday FOMC meeting minutes got released and there were no surprises for the market as they contained the same language that most...
Sameer Kalra
Feb 23, 2023


Higher Inflation, Higher Rates
On Tuesday the new inflation data for the USA got released. The core and headline CPI came in higher than estimates. This was mainly...
Sameer Kalra
Feb 16, 2023


Federal Reserve - Got a foot in the door?
Yesterday marked almost twelve months of the rate hike cycle and the policy was a first mid-way approach. Midway because the market got...
Sameer Kalra
Feb 2, 2023


The Clash of Fed & Market
By Thursday global markets would be reacting to the Federal Reserve policy announcement that would be one of the most anticipated ones in...
Sameer Kalra
Jan 31, 2023


Central Banks Losses are Gold Gains
In the second half of 2022, the gold buying by central banks increased and pushed the total holding to the same levels as last witnessed...
Sameer Kalra
Jan 10, 2023


February Showdown - Fed Vs Investors
The past 48 hours have not been as expected in some ways. Though CPI came lower than estimates due to the lower contribution by energy...
Sameer Kalra
Dec 15, 2022


The Pivoting 48 hours
The next 48 hours are the most anticipated as USA CPI for November and the FOMC meeting take place. The level of anticipation is high as...
Sameer Kalra
Dec 13, 2022


Fed Strike Back - End of Part 1
After eight months of continuous rate hikes with a large increase of 0.75% at every meeting, yesterday Fed Chair Powell gave some hint...
Sameer Kalra
Dec 1, 2022


Fed Chairman - A Clueless Driver ?
Last night the Federal Reserve not only increased interest rate by 0.75% but also increased the level of uncertainty. This got reflected...
Sameer Kalra
Nov 3, 2022
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