Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Bangkok's top appraisal hits 1M baht per square wah. Treasury targets 20-25% gap from market, down from 30-40%. Landowners face higher tax bills alongside bigger loan values.
EY-Parthenon's Greg Daco warns markets are underestimating the risk of a Fed rate hike in 2026, not just 2025. Sticky inflation and wage growth could force action.
TCW MetWest Low Duration Bond Fund returned 0.22% in Q1 as energy inflation lifted yields. Short duration protected capital. Next CPI and Fed meeting will test the inflation outlook.
The June payrolls report lands Thursday at 8:30 a.m. ET. A hot print pushes the first rate cut to December or later, traders said. A soft print revives September bets.
A dust storm and yellow alert followed a day when Delhi's feels-like temperature reached 48.4°C. Rainfall and cooler weather expected from Monday, with monsoon after July 4.
Container freight from India to West Asia jumped 13x since the war began. Steel, copper, and brass costs are also up. MSME exporters absorb the hit.
Clorox Alpha Score falls to 36 as input-cost pressure and private-label competition squeeze margins. The next catalyst is November's Q1 earnings report.
India's PCB import bill could drop by ₹40,000 crore annually as Jewar emerges as an electronics hub, minister Ashwini Vaishnaw said, signalling a shift toward localised production.
A Bengaluru engineer lost his job after the owner's son was hired for a similar role. Reddit users advised networking. The case highlights nepotism risks in startups.
Kerala pitches its 1,710-acre Palakkad IMC as a natural extension of Coimbatore's industrial belt, with a ₹3,806 crore investment and Vizhinjam port as a game-changer for exporters.
ECB's June hike opened a policy gap with the Fed. Allspring's Bory and BlackRock's Laipply say non-US government bonds now offer better risk-reward than Treasuries.
Austrian economist Mark Thornton says fiscal and monetary policy is driving inflation, debt, and financial repression, making gold and commodities the only safe havens.
Core PCE inflation accelerated to 3.91% annualized month-over-month in May, up from 3.05%. New Fed Chair Kevin Warsh faces an immediate rate decision at the July meeting.
AIDEF tells the 8th Pay Commission the current DA formula understates inflation for lower-grade employees and pensioners, proposing a new cost-of-living index.
Unlisted NSE share trades signal institutional appetite for India's biggest exchange listing. The spread to BSE captures liquidity and regulatory risk. A rich pricing would validate abundant domestic liquidity; a low pricing would suggest caution. Next catalyst: BSE Q1 update.
British surrender at Yorktown preceded the Bank of North America's opening by months. The Revolution was financed without a central bank. The lesson for today's macro debates.
A Fed paper finds financial frictions account for 30% of TFP variance over the cycle, with strategic default alone contributing a third of that. Productivity dispersion across firms spikes in downturns.
Minneapolis Fed President Kashkari flipped to a rate hike forecast for this year, citing sticky inflation and Middle East risks. The shift changes the FOMC outlook after the June hold.
Petrol fell 2p to 151.98p a litre after the US-Iran deal. RAC says cuts should be faster, especially diesel at 168.64p. Next catalyst: Strait of Hormuz reopening timeline.
RBI draft requires banks and NBFCs to inventory every AI model and install kill switches. The broad definition catches spreadsheet calculators. Feedback deadline is July 24.
Sticky inflation and a stalled housing bill keep the iShares Residential Real Estate ETF under pressure. The Federal Reserve is on hold; the next catalyst from Congress has no timeline.
Bajaj Auto said ransomware hit internal systems and its tech subsidiary but manufacturing, sales, and service are running. Shares fell 1.2%.
Goldman Sachs raised India's 2026 GDP forecast to 6.8% and cut inflation and CAD projections, citing lower oil after the US-Iran deal. Weather and fuel pass-through remain consumption risks.
RBI proposes opening term money market to shadow lenders and corporates, deepening liquidity and improving policy transmission. Smaller NBFCs excluded. Comments due July 17.
The Commerce Department's upward revision to 2.1% for first-quarter growth reduces the case for Fed rate cuts, lifting yields and the dollar while splitting equity sectors.
Navin Agarwal's ₹1,250 crore bet on rare earth magnets through NAN MagneTech targets India's PLI scheme to cut China dependence. Capacity of 1,200 tonnes initially, scaling to 10,000 tonnes.
Graduate unemployment stays at 2.7% as AI adoption accelerates. Underemployment data suggests a less reassuring picture for new college hires.
Commerce Minister Piyush Goyal says the nearly-finalized US-India trade deal targets a tariff advantage over China and Vietnam, not just reciprocal access.
Initial claims fell to 233,000, below the 240,000 consensus, snapping a two-week rise. The steady labor market gives the Fed cover to hold rates through summer.
Colombia's presidential win for a pro-business candidate removes a tariff threat for Tecnoglass, which exports most of its glass to the U.S. from Colombian factories.