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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...
Sameer Kalra
Jun 10, 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


Population Impacting Future Growth ?
From 1975 till 2023 global population has been adding one billion people every 11-12 years with growth declining from 1.8% to 1.2%....
Sameer Kalra
May 27, 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


Dark Side of Chip Mania
In the next few years, there will be about 41 new semiconductor fab units that will be operating and the cost of investment in them would...
Sameer Kalra
May 14, 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


Hypersonic Global Military Spending
Last week USA passed an aid package worth $95 Bn that would help support the ongoing and might-be conflict in Ukraine, Israel and the...
Sameer Kalra
Apr 30, 2024
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