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Artificial Rally or Intelligent Rally ?
Since the beginning of the year NASDAQ ( US Tech Stock Index) is having the best rallies. The rally has been so tempting that it has...
Sameer Kalra
Jun 19, 2023


Fed Shifts from Every time to Sometime
Yesterday the policy decision was not related to whether the rate rises today or not but it was more to do with whether the rate will...
Sameer Kalra
Jun 15, 2023


Japan - The Land of Rising Investments
In a global environment of high interest rates with slowing growth accompanied by high inflation, despite this investors are getting...
Sameer Kalra
Jun 13, 2023


The El Niño - Scare & Impact
As the world witnessed the third warmest May, the fears of a strong El Niño grow. The last El Niño was during 2015-16 but the worst one...
Sameer Kalra
Jun 12, 2023


US Banking "Problem List" Grows
During the Jan- March 2023 quarter the number of problem banks in the USA has increased from 39 to 43 with assets increasing from $47Bn...
Sameer Kalra
Jun 6, 2023


Oil Tug of War - OPEC vs Speculators
Yesterday post the OPEC+ meeting an announcement was made that the new baseline production will continue in 2024. In addition, Saudi will...
Sameer Kalra
Jun 5, 2023


US Bankruptcy Highest Since 2011
From January to April 2023 the USA witnessed around 236 bankruptcy fillings, which is more than double the previous year and the highest...
Sameer Kalra
May 30, 2023


German Economy -The Leader of Fall ?
Last week as the world focused on the USA Debt limit, the first large economy where red a recession though it is technical ( two quarters...
Sameer Kalra
May 29, 2023


Semiconductor Puzzle - Billions of Pieces
A new twist appeared in the tale of semiconductors as China banned US company Micron from supplying to critical industries, including...
Sameer Kalra
May 23, 2023


$1Trillion Fundraise to Spook Bonds
As we enter the crucial Debt limit week, the talks remain volatile with no clarity of what is next. But given that both parties do not...
Sameer Kalra
May 22, 2023
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