Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
JPMorgan, BofA, Wells Fargo and PNC held early talks to buy Fiserv's debit networks STAR and Accel, aiming to bypass Durbin Amendment fee caps. The deal faces political risk.
The SF Fed's Inflation Shock Momentum Index has hovered near zero, implying inflation may persist at current levels. The new indicator improves one- to three-year forecasts by 5-10%.
Sydney and Melbourne property prices fall as new CGT rules take effect; investors pivot to ETFs and LICs for better tax treatment.
Treasury analysts found AI firms are more embedded in the economy than dotcom predecessors. A downturn would hit stocks, private credit, data center financing, and utilities.
The NY Fed's supply chain index fell from a revised 1.81 to 1.25 in June, fueling hopes that goods inflation will moderate and allow the Fed to cut rates.
North Korea's Kang Kon destroyer, which capsized during a botched May 2025 launch, is now seaworthy and conducting live-fire exercises after a year of repairs, state media reported.
Bank of Maharashtra's credit rose 27% to ₹3.06 lakh crore, corporate loans crossed ₹1 lakh crore. Deposits rose 13%. CASA ratio slipped to 49%. NIM data due with full results.
Singapore releases May retail sales Monday. April: +0.3% MoM, +5% YoY. The data tests consumer recovery and feeds into Q2 GDP. Watched for impact on SGD and STI.
India and Russia agreed to boost joint ventures in advanced manufacturing and critical minerals, targeting $50 billion in mutual investments by 2030.
Webasto Roofsystems India plans a $400-500M IPO by 2027 at a ~$2B valuation, riding surging sunroof demand in India's car market.
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Japan and India agreed to co-develop AI semiconductors and secure critical mineral supply chains, positioning Northeast India as a manufacturing hub to reduce China dependence.
Consumer commission orders Asics India to refund Rs 6,499 and pay Rs 10,000 compensation after running shoe sole separated within a month. Company's defense rejected.
A new PLFS survey shows unemployment below 2.5% in Ahmedabad and Kolkata, above 20% in Prayagraj and Patna. Regular jobs and wages are higher in million-plus cities.
Inflation moves purchasing power from wage earners to asset owners. Here are five mechanisms that explain why the gap widens every cycle.
India-UK CETA starts July 15 with a $112B trade target by 2030, covering digital rules, AI, defense, and a separate double-contribution pension pact that solves a decades-old cost barrier for services firms.
SpaceX's trillionaire valuation sparks debate, but Dhirendra Kumar focuses on the larger vision: asteroid mining and moving heavy industry off Earth.
The six-month Treasury yield surged 50bps since January, now 35bps above the Fed's policy rate. Banks raise CD yields above 4%. Next week's 1-year T-bill auction will test whether the market expects a hike before year-end.
Marcos said China's sanctions against Defense Secretary Teodoro raise tensions and cut off a communication channel, calling the move unhelpful for managing South China Sea disputes.
LG Display earned automotive software certification, opening new revenue. Wipro completed a multi-year cloud migration for METRO AG. Both trade under 15x earnings with hedge fund buying.
BioNTech is negotiating to sell German manufacturing sites built for Covid vaccine production. Revenue has dropped over 90% from peak levels. Proceeds would fund the oncology pipeline.
CG Semi's new OSAT plant in Gujarat packages 300M chips/year and trains a first-gen workforce. The readthrough for MU and India's semiconductor cluster.
Brookings' Hamilton Project projects $1.4 trillion from a 28% corporate rate and closed deductions. The static model ignores investment drag and effective-rate math that past data contradicts.
SBI Funds Management's Rs 2,000 crore pre-IPO round sets a valuation marker for India's mutual fund industry ahead of a potential listing.
A AAA-rated issuer priced Rs 17,000 crore of bonds at a 25-bp spread, the tightest in six months. Insurance funds lead demand as the yield curve steepens. Friday's auction tests the window.
Branch services at SBI, HDFC, ICICI and others are open on first and third Saturdays. State-specific closures on July 6, 16, 17 affect cheque settlements. Digital channels remain fully operational.
A new study by Acemoglu, Autor, Beirne, and Scott finds lower birth rates boost GDP per working-age adult and wages via automation, challenging fears of demographic stagnation.
SAMA's new directive requires banks to open accounts for foreign property buyers using biometric verification and digital payments, easing real estate investment and supporting Vision 2030 objectives.
India's services PMI slid to 57.8 in June, a 17-month low, as hiring froze and domestic demand weakened. Export orders held up, but cooling inflation pressures shift the RBI rate-cut debate toward August. Next catalyst: June CPI.
ECB President Lagarde opens the door to an early exit before 2027, introducing fresh political risk for the euro and rate path as the September meeting nears.