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Is Commodity Winter Over ?
If the past few weeks are indications of months rahe then it can be said that the fall in commodity prices is now coming to an end. The...
Sameer Kalra
Sep 4, 2023


Supply Pressures are Back !
Last few months, there has been a reversal in supply pressures but these pressure points are only limited to logistical issues this time....
Sameer Kalra
Aug 29, 2023


Jackson Hole - A Dull Summer Ending
Last week the most anticipated event of summer took place at Jackson Hole, an event where the majority of developed countries' central...
Sameer Kalra
Aug 28, 2023


Dragon Economy - Unable to Fly ?
Seven months have passed since China announced reopening from covid restrictions. And since then not even a small positive indication of...
Sameer Kalra
Aug 22, 2023


Markets in a Summer Meltdown ?
In the first three weeks of August global equities have fallen by 5% and bond yields have gained by 5-8%. This is a reversal of the...
Sameer Kalra
Aug 21, 2023


US Inflation Fall - Coming to an End ?
Last week's inflation releases were mixed as CPI came in line and PPI was above the estimates. Within the CPI, the major contributor...
Sameer Kalra
Aug 14, 2023


Supply Chain Breaking Again ?
According to the recent manufacturing PMI reports the supply chain pressures are reappearing. Though the level of changes is small it...
Sameer Kalra
Aug 8, 2023


US Debt & Its Downgrade Problem
Last week Fitch rating agency downgraded the USA rating by one measure. The main reason cited for this was a regular disagreement on debt...
Sameer Kalra
Aug 7, 2023


Is BoJ Preparing for Lift Off ?
The majority of central banks have communicated some level of pause in the rate trajectory. One of them is the focal point for the months...
Sameer Kalra
Aug 1, 2023


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
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