Komal Sri-Kumar

President/Founder

Komal Sri-Kumar is the president and founder of Sri-Kumar Global Strategies, and the former chief global strategist of Trust Company of the West.

Latest

Trading On The Floor Of The NYSE As U.S. Stocks Head For Best Weekly Gain Since 2011

Bloomberg Opinion

Stocks Near Record Highs Send False Signal

The worsening economic outlook means it’s no time to rotate out of safe assets into riskier ones.

October 23, 2019

October 23, 2019

OpinionKomal Sri-Kumar

Stocks Near Record Highs Send False Signal

The worsening economic outlook means it’s no time to rotate out of safe assets into riskier ones.

Trading On The Floor Of The NYSE As U.S. Stocks Head For Best Weekly Gain Since 2011

September 6, 2019

September 6, 2019

OpinionKomal Sri-Kumar

A Strong U.S. Consumer Is a Lagging Indicator

Spending is always strong and unemployment low at the onset of a recession.

Eager Retailers Greet Crowds Of Shoppers On "Black Friday"

August 9, 2019

August 9, 2019

OpinionKomal Sri-Kumar

How Low Can Bond Yields Go? A Lot Lower

There are five primary reasons why market rates are likely to set record lows sooner rather than later.

Stock Market Marks Longest Bull Market In U.S. History

July 12, 2019

July 12, 2019

OpinionKomal Sri-Kumar

The Bond Market Is Now a Giffen Good

Low yields are fueling concern about the economic outlook, boosting demand and driving yields even lower.

Yuan And Dollar Banknotes Ahead Of Tenth Anniversary Of China's Yuan Reform

June 28, 2019

June 28, 2019

OpinionKomal Sri-Kumar

Not Even the Fed Can Keep the Dollar Down

Demand for havens as the global economy slows will more than offset any weakness from lower U.S. interest rates.

Not Even the Fed Can Keep the Dollar Down

June 19, 2019

June 19, 2019

OpinionKomal Sri-Kumar

Easier Monetary Policies Won't Boost Markets Much Longer

There are four major reasons why lower rates are likely to only give a short-term boost to stocks and other high-risk assets.

Dow Tumbles Over 600 Points As China Retaliates With New Tariffs On U.S. Exports

June 4, 2019

June 4, 2019

OpinionKomal Sri-Kumar

Low Bond Yields Won't Save Stocks Like in 2016

Unlike now, inflation rates three years ago were signaling a stronger economy ahead.

US-NYSE-STOCKS

May 29, 2019

May 29, 2019

OpinionKomal Sri-Kumar

Emerging Markets Can't Evade a China Slowdown

Expect any turbulence in the nation’s financial markets to be transmitted across the developing world.

CHINA-MARKETS-WORLD

May 17, 2019

May 17, 2019

OpinionKomal Sri-Kumar

Multiple Trade Battles Will Keep Markets Under Pressure

Bonds are signaling that tensions will only escalate as the U.S. deals with China, the EU, Japan, Mexico and China.

Stock Markets Rebound On Day After Major Sell Off

May 8, 2019

May 8, 2019

OpinionKomal Sri-Kumar

Trade Talks Have Two Key Implications for Markets

Whatever happens, keep an eye on the dollar and measures of volatility.

Palm Beach Zoo Debuts Grizzly Bear Cubs

April 26, 2019

April 26, 2019

OpinionKomal Sri-Kumar

Low Inflation Is Boosting Markets for the Wrong Reasons

Investors can play the greater fool theory and ride the rally, but a safer approach is warranted.

Trading On The Floor Of The NYSE As U.S. Stocks Head For Best Weekly Gain Since 2011

March 27, 2019

March 27, 2019

OpinionKomal Sri-Kumar

Hot Emerging Markets May Be in for a Shock

The global economic slowdown flagged by lower interest rates and bond yields will ultimately be a net negative.

BRITAIN-EU-POLITICS-BREXIT-ECONOMY-CURRENCY-MARKETS

March 20, 2019

March 20, 2019

OpinionKomal Sri-Kumar

The Stock and Bond Markets Can’t Both Be Right

History shows that fixed-income assets are a better barometer of the economic outlook.

US-MARKETS-STOCKS-CLOSE

February 8, 2019

February 8, 2019

OpinionKomal Sri-Kumar

A U.S.-China Trade Deal May Disappoint Investors

America’s share of the global economic pie is shrinking, and its financial markets are increasingly dependent on developments elsewhere.

File: Trump To Meet Putin In Helsinki

January 2, 2019

January 2, 2019

OpinionKomal Sri-Kumar

Markets Are Signaling Higher Odds of a 2019 Recession

The acceleration in the timing of a downturn is reinforced by the speed with which financial assets have slumped.

Dow Plunges Over 600 Points As Tech Sector Continues To Rattle Markets

November 15, 2018

November 15, 2018

OpinionKomal Sri-Kumar

Commodities Are Sending a Distressing Signal

Professor Oil and Dr. Copper are suggesting all is not well with the global economy.

Oil Operations on the Outskirts of Baku

October 23, 2018

October 23, 2018

OpinionKomal Sri-Kumar

Goldilocks Has Abandoned Stock Markets

Recent data suggest the robust corporate earnings growth that has supported elevated equity prices may be coming to an end.

Dow Jones Industrials' Massive One Day Drop Of 4.6 Percent Rattles Markets Overseas

September 25, 2018

September 25, 2018

OpinionKomal Sri-Kumar

Emerging-Market Rebound Depends on China and India

Conditions in both countries look to have deteriroated rapidly in recent weeks.

2016 G20 State Leaders Hangzhou Summit

September 18, 2018

September 18, 2018

OpinionKomal Sri-Kumar

The Fed Isn’t Heeding the Bond Market’s Message

Mistakes by the central bank that contributed to the financial crisis a decade ago may be repeating.

Fed Reserve Chairman Jerome Powell Testifies Before House Financial Services Committee

August 21, 2018

August 21, 2018

OpinionKomal Sri-Kumar

Major Central Banks Are Too Hawkish

Don’t be surprised if there’s a switch to a sort of global synchronized easing.

Dow Drops Below 7000 For First Time In 12 Years