May 2020 Macro Commentary The Economic Recovery Will Exacerbate the Wealth GapThe Fed’s tools are limited in this respect...the Government will need to do more Read More Sanjay KhindriJune 2, 2020
April 2020 Macro Commentary The Federal Reserve’s Monetary and Liquidity Measures Provide Significant Support to Markets….They will not be a panacea, however, for the enduring impacts of this recession Read More Sanjay KhindriMay 4, 2020
Oil Market Commentary What’s Going on in Oil Markets?It’s not just all about Saudi Arabia vs. Russia Read More Sanjay KhindriApril 7, 2020
March 2020 Macro Commentary Social Distancing and Travel Lock-Downs are Working….But the economic impacts are unprecedentedWill we see a prototype of Modern Monetary Theory? Read More Sanjay KhindriApril 2, 2020
February 2020 Macro Commentary Global Reflation Interrupted by Coronavirus….Fundamentals now being impactedReview of Portfolio Positioning Read More Sanjay KhindriFebruary 29, 2020