top of page
Search
![Dec 2023 FOMC Outcome](https://static.wixstatic.com/media/6ecbb1_30782c22ca90429ab9d14de220872c78~mv2.png/v1/fill/w_294,h_255,fp_0.50_0.50,q_95,enc_auto/6ecbb1_30782c22ca90429ab9d14de220872c78~mv2.webp)
Dec 14, 2023
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...
![](https://static.wixstatic.com/media/6ecbb1_8388811eed7b44cfb008900d47744ee2~mv2.jpeg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/6ecbb1_8388811eed7b44cfb008900d47744ee2~mv2.webp)
![Duo-Inflation numbers & last FOMC of the year](https://static.wixstatic.com/media/6ecbb1_8388811eed7b44cfb008900d47744ee2~mv2.jpeg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_8388811eed7b44cfb008900d47744ee2~mv2.webp)
Dec 12, 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...
![](https://static.wixstatic.com/media/6ecbb1_9422aca19a0b415e94ea3c1622602c2c~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/6ecbb1_9422aca19a0b415e94ea3c1622602c2c~mv2.webp)
![The Formidable Conundrum of Debt and Inflation](https://static.wixstatic.com/media/6ecbb1_9422aca19a0b415e94ea3c1622602c2c~mv2.jpg/v1/fill/w_294,h_232,fp_0.50_0.50,q_90,enc_auto/6ecbb1_9422aca19a0b415e94ea3c1622602c2c~mv2.webp)
Aug 27, 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...
![](https://static.wixstatic.com/media/6ecbb1_b1953fcd9e26496f952dc2195eb28cd7~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/6ecbb1_b1953fcd9e26496f952dc2195eb28cd7~mv2.webp)
![US on brink of Default](https://static.wixstatic.com/media/6ecbb1_b1953fcd9e26496f952dc2195eb28cd7~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_b1953fcd9e26496f952dc2195eb28cd7~mv2.webp)
May 2, 2023
![](https://static.wixstatic.com/media/6ecbb1_b37200f1bd004529b267750f07498ddf~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/6ecbb1_b37200f1bd004529b267750f07498ddf~mv2.webp)
![Fed Interest Rate decision today -](https://static.wixstatic.com/media/6ecbb1_b37200f1bd004529b267750f07498ddf~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_b37200f1bd004529b267750f07498ddf~mv2.webp)
Mar 22, 2023
![](https://static.wixstatic.com/media/6ecbb1_b31dbdb5ac65411ab98b504c73a036bb~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/6ecbb1_b31dbdb5ac65411ab98b504c73a036bb~mv2.webp)
![US Bank failures 2008-date](https://static.wixstatic.com/media/6ecbb1_b31dbdb5ac65411ab98b504c73a036bb~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_b31dbdb5ac65411ab98b504c73a036bb~mv2.webp)
Mar 20, 2023
![](https://static.wixstatic.com/media/6ecbb1_cfd31c56e9a043e699bb4d5ec53ba842~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/6ecbb1_cfd31c56e9a043e699bb4d5ec53ba842~mv2.webp)
![Credit Suisse - $17B AT1 Bonds evaporated](https://static.wixstatic.com/media/6ecbb1_cfd31c56e9a043e699bb4d5ec53ba842~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_cfd31c56e9a043e699bb4d5ec53ba842~mv2.webp)
Mar 20, 2023
![](https://static.wixstatic.com/media/6ecbb1_9c960ada3c1e4ed1baa526fdf20db10c~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/6ecbb1_9c960ada3c1e4ed1baa526fdf20db10c~mv2.webp)
![Gold on Fire](https://static.wixstatic.com/media/6ecbb1_9c960ada3c1e4ed1baa526fdf20db10c~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_9c960ada3c1e4ed1baa526fdf20db10c~mv2.webp)
Mar 17, 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...
![](https://static.wixstatic.com/media/6ecbb1_682a5f5b0b19495298ccb6354364c911~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/6ecbb1_682a5f5b0b19495298ccb6354364c911~mv2.webp)
![Banking Collapse](https://static.wixstatic.com/media/6ecbb1_682a5f5b0b19495298ccb6354364c911~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_682a5f5b0b19495298ccb6354364c911~mv2.webp)
Mar 15, 2023
![](https://static.wixstatic.com/media/6ecbb1_05b9d417d8e1440bb25f4a3b133cf9c8~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/6ecbb1_05b9d417d8e1440bb25f4a3b133cf9c8~mv2.webp)
![Riding the Cycles](https://static.wixstatic.com/media/6ecbb1_05b9d417d8e1440bb25f4a3b133cf9c8~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_05b9d417d8e1440bb25f4a3b133cf9c8~mv2.webp)
Feb 24, 2023
Riding the Cycles
This note covers the economic policies during different periods of tumultuous events, response of central banks, impact on financial markets
![As we await Russian crude oil Price Cap Sanctions](https://static.wixstatic.com/media/6ecbb1_846a6fa058e04929aad18ca00b5a678c~mv2.png/v1/fill/w_294,h_221,fp_0.50_0.50,q_95,enc_auto/6ecbb1_846a6fa058e04929aad18ca00b5a678c~mv2.webp)
Dec 1, 2022
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,...
![We just don't have the ENERGY !](https://static.wixstatic.com/media/6ecbb1_6793a24d9120499fb90ea83a86e04c71~mv2.png/v1/fill/w_294,h_221,fp_0.50_0.50,q_95,enc_auto/6ecbb1_6793a24d9120499fb90ea83a86e04c71~mv2.webp)
Sep 25, 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....
![](https://static.wixstatic.com/media/6ecbb1_ebe71ea0dd1f4b4da095522cbc1135db~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/6ecbb1_ebe71ea0dd1f4b4da095522cbc1135db~mv2.webp)
![Dow nearing its support!](https://static.wixstatic.com/media/6ecbb1_ebe71ea0dd1f4b4da095522cbc1135db~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_ebe71ea0dd1f4b4da095522cbc1135db~mv2.webp)
Sep 23, 2022
![](https://static.wixstatic.com/media/6ecbb1_ab842e62d1764cdb8466803d4fe84473~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/6ecbb1_ab842e62d1764cdb8466803d4fe84473~mv2.webp)
![FOMC Awaited](https://static.wixstatic.com/media/6ecbb1_ab842e62d1764cdb8466803d4fe84473~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_ab842e62d1764cdb8466803d4fe84473~mv2.webp)
Sep 22, 2022
FOMC Awaited
Today, as we await FOMC (Federal Open Market Committee) meet, global markets are cautious over #Fed's expected interest rate decision....
![](https://static.wixstatic.com/media/6ecbb1_e7e95e3fbe4e44a3b709e73003882d7a~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/6ecbb1_e7e95e3fbe4e44a3b709e73003882d7a~mv2.webp)
![What spooked the markets today?](https://static.wixstatic.com/media/6ecbb1_e7e95e3fbe4e44a3b709e73003882d7a~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_e7e95e3fbe4e44a3b709e73003882d7a~mv2.webp)
Sep 22, 2022
![](https://static.wixstatic.com/media/6ecbb1_c0c9ee276f58410883509b183d6bddc3~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/6ecbb1_c0c9ee276f58410883509b183d6bddc3~mv2.webp)
![US Debt & Interest rates](https://static.wixstatic.com/media/6ecbb1_c0c9ee276f58410883509b183d6bddc3~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_c0c9ee276f58410883509b183d6bddc3~mv2.webp)
Jul 16, 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...
![](https://static.wixstatic.com/media/6ecbb1_3df8da67260045bd9fd50d46fb6d1c1e~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/6ecbb1_3df8da67260045bd9fd50d46fb6d1c1e~mv2.webp)
![Fed's Word of Hope](https://static.wixstatic.com/media/6ecbb1_3df8da67260045bd9fd50d46fb6d1c1e~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_3df8da67260045bd9fd50d46fb6d1c1e~mv2.webp)
Jul 14, 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’...
![](https://static.wixstatic.com/media/6ecbb1_3596fcf51f474b289b22265bced7bf62~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/6ecbb1_3596fcf51f474b289b22265bced7bf62~mv2.webp)
![The Inflation theme of Economies & Markets: Gold as an Asset Class](https://static.wixstatic.com/media/6ecbb1_3596fcf51f474b289b22265bced7bf62~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_3596fcf51f474b289b22265bced7bf62~mv2.webp)
Jun 21, 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...
![The Bond Alarm](https://static.wixstatic.com/media/6ecbb1_40936d6110144eeebd2808019445db2d~mv2.png/v1/fill/w_294,h_221,fp_0.50_0.50,q_95,enc_auto/6ecbb1_40936d6110144eeebd2808019445db2d~mv2.webp)
Jun 16, 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....
![The Inflation Theme of Economies & Markets - Part 1](https://static.wixstatic.com/media/6ecbb1_b9446e65a71444a580d037dac0711b4c~mv2.png/v1/fill/w_294,h_221,fp_0.50_0.50,q_95,enc_auto/6ecbb1_b9446e65a71444a580d037dac0711b4c~mv2.webp)
May 27, 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...
Home: Subscribe
bottom of page