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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


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


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


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


The Inflation Theme of Economies & Markets - Part 1
It is amusing to see how economies and markets transpire into different cycles from time to time. As they gradually transition from stage...
May 27, 2022


Liquidity - the Greatest Showman ?
Things are lately having us dubious on how can markets display a great degree of optimism in the time of dismay. It also has many of us...
Aug 3, 2020


How Interest Rates & Demographics are related ?
Below is the slide show briefing on above topic.
Mar 31, 2020


Covid impact - 'Zero' US Bond yields
Morning briefing: Amid rising fears of impact of COVID 19 on global economy, the global central banks are looking upon reducing the...
Mar 4, 2020


Should RBI hike interest rates in July 2019
RBI releases bi-monthly monetary policy statement giving out its interest rate decision, after gauging various factors like consumer...
Apr 30, 2019
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