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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


An Extra Holiday per Week-What to do ?
If the progression of technology development sustains for the next couple of years as it has done in the past couple of years then the...
Sameer Kalra
Jul 9, 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


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
Jul 1, 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


The Fed Remains Firm on Nothing
Last week it was one of the rare occasions when the FOMC meeting was on the same day as the CPI data release. As expected CPI data did...
Sameer Kalra
Jun 18, 2024


Central Banks at a Crossroad ?
It can be said that the current period is when every central bank has to decide on its road to take in terms of rate cuts, hold or hike....
Sameer Kalra
Jun 11, 2024
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