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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


Grain Drain - The Coming Pain
Last week Russia officially announced its withdrawal from the Grain Deal that helped safe passage to Ukrainian Food supply to other...
Sameer Kalra
Jul 24, 2023


Climate Volatility & Financial Losses
In the financial world, the biggest indicator of future risk is the volatility index, whether it is equities or bonds most investors look...
Sameer Kalra
Jul 18, 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


Oil Market Chaos - Part II in the Making
It has been almost eight months since the EU prohibited the transport of Russian oil but the price has remained in a stable range of...
Sameer Kalra
Jul 11, 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


Problems in Kingdom ? Brexit and counting
It has been seven years since the Brexit referendum, took place but the issues have just kept on rising since then ranging from political...
Sameer Kalra
Jul 4, 2023


Big Banks Pass the Stress Test , But
Last week Federal Reserve released the results of a Stress Test it does annually to check adverse conditions and how manageable are...
Sameer Kalra
Jul 3, 2023


China Slowdown - Whom to Blame ?
From November 2022 to January 2023, every news headline and financial market participant was focused on China. This was due to the...
Sameer Kalra
Jun 26, 2023


US Banking Still Healing
In the last few months US banking crisis has stabilised but given the increased usage of the Bank Term Funding Program, it does not look...
Sameer Kalra
Jun 20, 2023
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