Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Bessent says Treasury will at least double debt buyback size. New fiscal consolidation plan coming this week. 10-year yields stay elevated after initial bond rally fades.
Walmart directs its $2.9B tariff refund into price cuts as slowest U.S. sales growth in six years and falling consumer sentiment underscore household financial strain.
Compare home loan rates from Bank of Maharashtra, ICICI, and others. A 1% difference on a ₹50 lakh loan can save ₹12 lakh in interest over 30 years.
SEBI's Amarjeet Singh said the bond tokenisation pilot, done with the RBI, will test shared-data settlement and smart contracts. The regulator also plans to boost repo and distribution.
Consumer sentiment remains depressed as inflation outpaces wage growth for four straight months. Nearly 40% of workers saw real wage declines since 2020, ADP data shows, and economists see little relief ahead.
UK consumer confidence hit its highest since early Iran conflict, BRC says. Retail spending intentions jumped to +8 from +1, driven by Gen Z. Dickinson warned the improvement could prove fragile if household costs rise.
Bank of America's Matthew Miller says data fragmentation is the hidden cost of ERP upgrades, and AI depends on fixing it. Treasury teams must redesign workflows to capture the benefits.
India's rural jobs scheme generated 76.7M person-days in July, half last year's 153M, after states took on 40% of costs. El Niño could deepen the rain deficit.
Commerce Secretary Rajesh Agarwal said innovation and global branding are key to India hitting $100 billion in gems and jewellery exports by 2040. Exports were $28 billion in 2025-26.
Finance Minister Nirmala Sitharaman announced a high-level panel on banking reforms. The Mint editorial outlines the challenges: unfinished reforms, PSB stake reduction, digital disruption, and the e-rupee.
Minutes from the Fed's July meeting show a majority of officials believe higher rates may be needed if inflation does not cool. The 10-year yield touched 4.7% as markets price in a potential December hike.
Stephanie Kelton challenged Per Bylund to find a hole in MMT's core theory. He published a peer-reviewed critique. Four years later, no one has seriously defended it.
Fintechs SoFi, Affirm, and Upstart rallied after the Treasury said it would double long-dated bond buybacks. The move ties to falling yields, not company news.
India's consumer watchdog is investigating Oppo Reno 5 display defects. A finding of systemic manufacturing failure could force refunds and reshape regulatory oversight of Chinese phone brands.
India's DEA Joint Secretary Alok Tiwari says foreign capital needs to improve, corporate bond market lacks depth; rules being recast to attract investment.
ECB chief Christine Lagarde warns Europe risks repeating the mistakes of the first digital revolution, pointing to fragmented markets and weak funding as barriers to scaling AI startups.
The US imposed sanctions on ICC President Tomoko Akane and a senior lawyer Tuesday, escalating a campaign to dismantle the Hague-based tribunal.
30-year US yields hit 5.33%, highest since 2007, as Brent crude tops $90, AI debt loads grow, and government spending fears compound inflation risks.
Patanjali Foods raised FY27-28 estimates after Q1 oils margins beat, but the FMCG unit's 12-15% EBITDA target faces El Niño risk.
Morrisons' workforce fell 4,912 to 96,232, with stores accounting for 4,200 cuts. Revenue rose 3.2% to £15.8bn, and cost savings hit £845m.
Raghuram Rajan argues AI displacement will be gradual but firms must retrain workers. He proposes a tax on AI tokens and training credits to ease the transition.
Indian lenders sold $8.85B in dollar bonds, topping a 2019 record, as RBI's cheap hedging window drives demand before it closes Dec. 31.
Thailand's JSCCIB, the World Bank and four government agencies will hold a high-level August conference as a preview of October's IMF-World Bank annual meetings in Bangkok.
Overseas Indians deposited $52.3 billion before the RBI closed the FCNR-B swap window early. The 2013-style fix worked, but it locked in hedging costs for three-to-five year tenures and added rupee liquidity as inflation pressures build.
Stripe's reported $7B OpenRouter acquisition signals AI consumption is becoming a corporate treasury function, with orchestration layers controlling model choice and spend.
Texas employment rose 2.4% annualized in Q2, and the Dallas Fed lifted its 2026 job growth forecast to 2.0%. Wage growth is spreading to services.
July CPI hit 3% on gasoline and airfares, but core inflation stayed at 2%. Economists say the Bank of Canada can wait, with no rate change expected until mid-2027.
A homeowner locked into a 3.25% rate in DC suburbs can't afford to move. The lock-in effect is suppressing housing turnover, labor mobility, and consumer spending.
Airtel Payments Bank, with 121 million monthly active users, names Shabnam Sinha as chairperson effective Oct 1, 2026, replacing founder Sunil Mittal.
An Austrian-school essay argues a 5% rise in money demand does not absorb 5% Fed supply growth. The extra money circulates and ends in boom-bust.