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U.S. Hegemonic Drive: The Riptide Effect - Part 1
“Man is an animal that make bargains: no other animal does it – no dog exchanges bones with another” - this quote by Adam Smith reflects...
Aug 11


Dec 2023 FOMC Outcome
Is it too early to celebrate ? Interest rates remain unchanged at 5.25-5.5%, in line with expectations. Fed believes they are at the...
Dec 14, 2023


Duo-Inflation numbers & last FOMC of the year
India: Inflation – 5.5%, Target inflation – 4%, Interest rates at 6.5% US: Inflation – 3.1%, Target inflation – 2%, Interest rates at...
Dec 12, 2023


The Formidable Conundrum of Debt and Inflation
Adam Smith in his book ‘The Wealth of the Nations’ wrote – ‘when national debts have once been accumulated to a certain degree, there is...
Aug 27, 2023


May 2, 2023


Mar 22, 2023


Mar 20, 2023


Mar 20, 2023


Gold on Fire
After a long wait and patience, Gold is delivering stellar returns while other asset classes are in red zone. Gold is nearing its...
Mar 17, 2023


Mar 15, 2023


Riding the Cycles
This note covers the economic policies during different periods of tumultuous events, response of central banks, impact on financial markets
Feb 24, 2023


As we await Russian crude oil Price Cap Sanctions
While we are just four days away from the price cap sanctions imposed on Russian origin crude oil to take effect from December 5th 2022,...
Dec 1, 2022


We just don't have the ENERGY !
As the world is moving towards de-globalisation, prices of essential commodities are soaring and money is our pockets is shrinking....
Sep 25, 2022


Sep 23, 2022


FOMC Awaited
Today, as we await FOMC (Federal Open Market Committee) meet, global markets are cautious over #Fed's expected interest rate decision....
Sep 22, 2022


Sep 22, 2022


US Debt & Interest rates
US Dollar is now trending at very high levels (DXY= 107.98). Last time it crossed these levels was in year 2000. US Dollar moves in...
Jul 16, 2022


Fed's Word of Hope
US Inflation at 9.1%. USD soaring. INR USD breached 80. Euro pars with USD. USD gaining as markets ‘believe’ that Fed will ‘act’...
Jul 14, 2022


The Inflation theme of Economies & Markets: Gold as an Asset Class
Current times are tricky, and the vicissitudes of markets and global economic, geopolitical events have been mind-boggling. We are facing...
Jun 21, 2022


The Bond Alarm
Here's a quick note on Bonds and Interest rate situation in US & EU. Central banks have increased interest rates at accelerated rate....
Jun 16, 2022
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