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Are US Banks Preparing For Worst?
Last week the “Big 4” banks in the USA announced the results for the December 2022 quarter. Most of the parameters were within the...
Sameer Kalra
Jan 17, 2023


US Inflation - Falling or Pausing ?
Last week US CPI came in line with the estimates of the market at 6.5%. In terms of headline contributors, the energy remained the...
Sameer Kalra
Jan 16, 2023


Global Foreign Reserves in Danger
The global foreign currency reserves fell to $11.6 trillion in September 2022. This is a 10% drop in the first nine months of last year...
Sameer Kalra
Jan 12, 2023


Central Banks Losses are Gold Gains
In the second half of 2022, the gold buying by central banks increased and pushed the total holding to the same levels as last witnessed...
Sameer Kalra
Jan 10, 2023


$18 Trillion to 0 - In Less Than 2 years
After two years of continuous decline, the total amount of negative yield bonds has turned to zero compared to the peak of $18 trillion....
Sameer Kalra
Jan 9, 2023


Financial Condition causing Fund Managers Nightmares?
As global interest rates rise due to inflation financial conditions get more difficult. These financial conditions for a fund manager are...
Sameer Kalra
Jan 5, 2023


The Higher Highs of Military Spending
Most countries in the world have defended spending as the largest part of the annual budget. But as always there were exceptions such as...
Sameer Kalra
Jan 3, 2023


Oil in the Driver's Seat
In last year and most probably this year as well the most important topic of discussion among investors and the business community is...
Sameer Kalra
Jan 2, 2023


New Year Challenge - USA Debt Limit
As the new year approaches a new challenge arrives in the form of the USA Debt limit. It is the self-imposed debt limit that is passed by...
Sameer Kalra
Dec 29, 2022


Just In Case or Time - Supply Nightmare
Recent PMI reports and other data releases from various countries suggest that supply chain issues have been reduced and there are now...
Sameer Kalra
Dec 27, 2022
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