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Tariq Carrimjee
Dec 27, 20234 min read
Riding the Debt Curve
Bond markets have taken a battering the last few years. The losses were so great at one point in time that it was compared to the losses...
Tariq Carrimjee
Nov 4, 20234 min read
In Debt We Stand
Global debt is increasing and it is putting an increased pressure on all other asset markets. According to the latest figures put out by...
Tariq Carrimjee
Oct 8, 20234 min read
Who bears the cost for saving the world?
As we head for another year of increasingly unpredictable weather stemming from climate change causing damage through flooding, heat...
Tariq Carrimjee
Sep 29, 20234 min read
Monthly INR Outlook- September 2023
August turned out to be a pretty whippy month in the FX markets for USD-INR. It had started off bullish by continuing with a rally that...
Tariq Carrimjee
Sep 2, 20234 min read
High Rates Here to Stay- Part 2
The persistence of high interest rates is kind of baffling to many people who can sense- intuitively, that, as the fear of inflation...
Tariq Carrimjee
Aug 12, 20234 min read
High Rates here to Stay?
Jerome Powell, Chairman of the US Federal Reserve, took people by surprise in comments where he stated that the markets need to assume...
Tariq Carrimjee
Jul 9, 20234 min read
Blaming the Central Banks
We have taken a consistent stance on the inept handling of the inflation bubble that hit globally in the wake of the Covid pandemic and...
Tariq Carrimjee
Jun 14, 20234 min read
Debt-ceiling Drama
The current drama over the raising of the US debt ceiling is not new and unprecedented; it has happened in 2011 and again in 2013. The...
Tariq Carrimjee
May 6, 20234 min read
When bad news is bad news
For this entire 21st century developed country markets have become used to a way of operating that would not make sense in any other era:...
Tariq Carrimjee
Apr 1, 20234 min read
The Chickens Are Coming Home to Roost
We have elevated inflation, we have a continuing war in the Ukraine, we have rising tensions between the United States and China, we...
Tariq Carrimjee
Mar 6, 20234 min read
Moving away from Dollar dependence
Possibly the biggest, most fundamental shift that has been happening in the last year, that gets overshadowed by whatever the current...
Tariq Carrimjee
Feb 3, 20234 min read
Blame it on the Rate Hikes?
The Silicon Valley Bank blew up over the weekend. FTX- the cryptocurrency ‘bank’ blew up in November 2022. Signature Bank also has gone...
Tariq Carrimjee
Jan 1, 20234 min read
The Sunset of Dollar Hegemony
In the 1960’s the then French Finance Minister Valerie Giscard D’Estaing bemoaned the “exorbitant privilege” that the use of the US...
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