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4Q24 Review & Outlook
December 15, 2024 4Q24 Highlights In one of the most counter intuitive market actions observed lately, interest rates spiked materially...

Paresh Jain
Jan 153 min read


3Q24 Review & Outlook
October 9, 2024 3Q24 Highlights Risk assets roared back to life in 3Q24, driven by stunning declines in interest rates across the yield...

Paresh Jain
Oct 9, 20243 min read


2Q24 Review & Outlook
July 20, 2024 2Q24 Highlights Risk assets were subdued in the 2nd quarter as interest rates rose slightly despite supportive...

Paresh Jain
Jul 20, 20243 min read


1Q24 Review & Outlook
April 15, 2024 1Q24 Highlights Risk assets continued their march higher against the backdrop of having one of their best 4th quarter...

Paresh Jain
Apr 15, 20243 min read


Retiring TRANSITORY
Feb 05, 2022 Federal Open Market Committee (FOMC) Chairman, Jay Powell, finally gave up on his hope that inflation pressures were...

Paresh Jain
Feb 5, 20227 min read


Reintroducing TRANSITORY
Jay Powell, chairman of the Federal Open Market Committee (FOMC), appears to have a particular affinity to the word “transitory.” In May...

Paresh Jain
Aug 15, 20215 min read


VACCINATED!
Feb 21, 2021 The first dose of COVID-19 vaccine was administered on December 14, 2020. Sandra Lindsay, an intensive care nurse at the...

Paresh Jain
Feb 22, 20218 min read


COVID Conundrum
On February 15, 2005, the then Chairman of the Federal Reserve (FED), Alan Greenspan, was asked at a senate hearing as to why long-term...

Paresh Jain
Aug 15, 202010 min read


CASH IS TRASH
For the second time in three years, famed money manager, Ray Dalio, made headlines at the annual elite confab in Davos called World...

Paresh Jain
Feb 5, 20207 min read


GOLD’S RISING ALLURE
On May 5 of this year, President Trump tweeted that tariffs on $ 200 billion of Chinese goods coming into U.S. would increase from 10% to...

Paresh Jain
Aug 16, 20198 min read


WTF: WHAT THE FED!
A more than 9000 points down-and-up swing in the Dow Jones Industrial Index (DOW) within four months is how the market responded to the...

Paresh Jain
Feb 28, 20199 min read


GREENBACK’S COMEBACK
The U. S. Dollar (USD) has rebounded sharply against emerging markets (EM) currencies since finding a three-year bottom in February of...

Paresh Jain
Aug 31, 20189 min read


FEAR OF THE KNOWN
On 2nd February, 2018, the Bureau of Labor Statistics (BLS) under the Department of Labor reported that wages of American workers for the...

Paresh Jain
Feb 28, 20188 min read
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