INSIGHTS

Newsletters

Paresh Jain

Oct 8

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

Jul 20

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

Apr 15

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

Feb 5, 2022

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

Aug 14, 2021

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

Feb 22, 2021

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

Aug 15, 2020

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

Feb 5, 2020

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

Aug 16, 2019

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

Feb 28, 2019

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...