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Debt Ceiling - The one that has "limits"
It has been more than a week since US Treasury Sectary Announced that the country is most likely to default on its obligation by 1st...
Sameer Kalra
May 16, 2023


US Banking Stress Continues to Grow
Within the last week, the headlines in the US have shifted to the Debt limit issue from the Banking crisis. Despite this shift stress in...
Sameer Kalra
May 15, 2023


US CPI brings Relief, Will Fed Also?
The falling US CPI continued to fall yesterday and there were some positives and negatives within the details. The Mina increasing...
Sameer Kalra
May 11, 2023


Is Fed Using 2004-07 Playbook?
Yesterday Federal Reserve hiked the interest rates by another 0.25% taking the rates to 5-5.25%. As this was expected there was not much...
Sameer Kalra
May 4, 2023


Does Fed Pause for the Cause ?
In the next 48 hours, the market will be reacting to the rate decision taken by FOMC. The Swap Markets have already given a 94%...
Sameer Kalra
May 2, 2023


Credit Default Swap - A Crisis Indicator
Credit Default Swap ( CDS ) as a product came into existence in 1994 and was invented by Blythe Masters from JP Morgan. The purpose of...
Sameer Kalra
Apr 18, 2023


US Banks Bounce on Data
It has been a month since US regional banking crisis surfaced and led to Federal Reserve announcing various measures to contain a large...
Sameer Kalra
Apr 17, 2023


Is Inflation Worry Over? Or Not
The US CPI released last night came in below estimates providing further momentum to the interest rate peak in the making. Within a few...
Sameer Kalra
Apr 13, 2023


Inflation of Banking Crisis
The next 24 hours are critical as March CPI data releases for the USA. This would be the first inflation release that might have a small...
Sameer Kalra
Apr 11, 2023


Container rates Bust = Economic Bust ?
During last year, global container rates have fallen by 86% to $ 1416 per unit. The peak rate was in September 2021 at $10,996. The...
Sameer Kalra
Apr 10, 2023
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