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The Bounce Trap
After a week of large down days, almost every asset class is positive with a large percentage change. Is it the bottom or just a bounce...
Sameer Kalra
Jun 21, 2022
Toughest Battle - Estimates Vs Reality
It is said that equity markets can tell the direction of the real economy with a lead of six to twelve months. This has two main reasons,...
Sameer Kalra
Jun 20, 2022
European Shutdown
There is no other major economy much impacted since the outbreak of the conflict between Russia and Ukraine than Europe. The majority of...
Sameer Kalra
Jun 17, 2022
The First Rate Cut in Sight ?
The federal reserve did hike the interest rate by 75 basis points(bps) yesterday. Along with it, there was mention of only 50 bps...
Sameer Kalra
Jun 16, 2022
Federal Reserve plays Russian Roulette
Over the last three trading days, global markets have seen large moves that have shaken the theory of the Federal Reserve will be done...
Sameer Kalra
Jun 14, 2022
Samurai is Not Well
A few months ago hardly anyone who was tracking currency and the economy of Japan closely would have seen this coming. Today Japanese Yen...
Sameer Kalra
Jun 13, 2022
Currency Inflation
As you may have read that most of the world is going through a dramatic increase in inflation leading to aggressive action by governments...
Sameer Kalra
Jun 10, 2022
Silence of Inflation
In the next seven days, the majority of countries will release inflation data for May. The majority is estimated to report a high number...
Sameer Kalra
Jun 9, 2022
Global Fatigue of Manufacturing
The current phase of slower growth in the manufacturing sector can be defined as fatigue. The indications for it are clear from a...
Sameer Kalra
Jun 7, 2022
Can Few Rate Hikes Reverse the Impact of Trillion Dollars
Almost everyone related to the financial sector is waiting to see how aggressive central banks act in the front of the rate hike and...
Sameer Kalra
Jun 6, 2022
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