Opinion

Eyes Turn to the ECB and the First Look at Q3 US GDP

The market awaits the ECB meeting and the first look at the US Q3 GDP.  The pullback in US shares yesterday was a drag on the Asia Pacific equities.  It is the first back-to-back loss...

Evolving Customer Engagement, P2P Marketing and Its Huge Scope in India

Customer engagement has always been recognized as an important and meaningful marketing goal and brings a high level of sales, profit and brand equity to a company. Customer engagement has evolved over a period of...

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Markets Turn Cautious

After a couple of sessions of taking on more risk, investors are taking a break today.  Equities are mostly lower today after the S&P 500’s six-day advance took it almost to its record high, while the...

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Cadbury Dairy Milk Cricket Ad – ‘Kuch Khaas Hai’ 2021: Creating Magic with Gender Twist

Cadbury Dairy Milk’s cricket advertisement with the tagline ‘Asli Swad Zindagi Ka’ was introduced in 1994. The advertising fraternity observes that the content and presentation of the advertisement was so impactful that it remained thoroughly...

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A Short Note on the Pricing of the Fed Funds Futures: Aggressive

In assessing the trajectory of Fed policy the market is discounting, we prefer using the Fed funds futures contracts over the Eurodollar futures. The Fed funds settle at the average effective rate, while the Eurodollar...

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Revisiting the Cadbury Dairy Milk Cricket Ad: ‘Kuch Khaas Hai’ 1994

On September 17th 2021, Mondelez India, known for Oreo cookies and Cadbury chocolates released a fresh take of its iconic ‘Kuch Khaas Hai’ ad that was originally broadcasted on Indian television in 1994.Although the basic...

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King Dollar Consolidates

Interest rates, ostensibly the fuel behind the dollar’s surge, pulled back a little in the US yesterday.  However, the greenback’s rally continued, lifting it to new highs for the year against sterling, the euro, and...

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Euro Holds above Yesterday’s Lows Even After the ECB Denies the FT Story

The week is winding down and risk-appetites seem vulnerable even though the MSCI Asia Pacific Index pared its first weekly loss in four, led by gains in Tokyo and Hong Kong.  With those gains, Japanese...

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Powell Sent the Dollar Lower. Will the August Jobs Data Bring it Back?

Federal Reserve Chairman Powell’s long-anticipated speech at Jackson Hole provided fireworks but not quite what the market had expected.  Confirmation of tapering was supposed to lift US rates and the dollar. Instead, the opposite took...

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Market Awaits Fresh Incentives

Neither the chaos and tragedy unfolding in Afghanistan nor the US refusal to acquiesce to the allies’ request to extend the August 31 deadline seems to have much impact on the global capital markets.  Instead,...

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Dollar Rally Stalls on Softening Rates and Dramatic Drop in Consumer Confidence

Profit-taking on long dollar positions was seen ahead of the weekend.  The yield on the December 2022 Eurodollar futures slipped to finish unchanged on the week that saw CPI and PPI reports. The preliminary University of...

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Markets Look for Direction, Currencies in Narrow Ranges

The global capital markets are subdued today as investors wrestle with the rising virus, the shifting stance of several central banks, and a more tense geopolitical backdrop. Equity markets are struggling today. Most of the...