April 29, 2023May 1, 2023Interest rates First Republic resisting insolvency: FDIC takeover likely As mentioned earlier (MARCH 24, 2023), the US regional banking system is […] Read more
April 20, 2023April 20, 2023Debt US debt ceiling: looming default around the corner? The United States debt ceiling was created by Congress with Second Liberty […] Read more
March 24, 2023April 12, 2023Interest rates Equity preferred over AT1 bonds: Fed moves with 25 basis points Having declined the initial USD 1 billion offer, the Credit Suisse-UBS merger […] Read more
March 19, 2023March 22, 2023Equity, Interest rates Lehman moment in sight: Credit Suisse’s fate rests on UBS deal! Fragile reality of the global banking system is coming to the surface […] Read more
March 13, 2023May 14, 2023Debt, Interest rates US regional banks on verge of collapse: bond markets vehemently rejecting further rate hikes After the dramatic collapse of SVB (Silicon Valley Bank), 16th largest bank […] Read more
February 26, 2023March 3, 2023Equity, Interest rates Protracted bear market to continue through 2023: India remains bright Bond and equity markets across the world started the year with a […] Read more
January 8, 2023February 26, 2023Equity, Interest rates Valuation versus growth: principal point for 2023 With a 1 year forward P/E of 21.80, India remains the most […] Read more
November 11, 2022April 20, 2023Interest rates Federal Reserve’s pivot: sooner than expected? The latest data on US CPI as released yesterday shows that inflation […] Read more
September 29, 2022December 8, 2022Interest rates Fed’s resolve: Inflation @ 2% Federal Reserve has reiterated its commitment to bring the decades high US […] Read more
April 25, 2022January 31, 2023Interest rates Rising interest rates cycle: Global markets brace for impact Federal Reserve Chair Jerome Powell asserted the central bank’s resolve to bring down inflation […] Read more