top of page


East & West Central Banks Decision Time
This week might be the most anticipated in the Central Bank policy calendar as the Bank of Japan and Federal Reserve Bank meet on the...
Sameer Kalra
Jul 29, 2024


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 22, 2024


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 16, 2024


Elections,Central Banks & Gold : Part 2
The first 15 days of July have raised the heat and friction of the US election to a new high with direct violence taking place against...
Sameer Kalra
Jul 15, 2024


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 8, 2024


Geopolitics Impacting Financial Markets
At the start of the year, all participants agreed on a US recession and rate cut from June onwards. This kept equities stable from...
Sameer Kalra
Jul 2, 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 25, 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 24, 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
Jun 3, 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 28, 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 21, 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 13, 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 7, 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
May 6, 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 29, 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 22, 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 15, 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 9, 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
Apr 8, 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 18, 2024
bottom of page


