Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Headline CPI fell to 3.4%, but energy is still up 14.7% year over year, airline fares jumped 25.5%, and asset inflation is widening the wealth gap beyond anything the index captures.
Finance Minister Nirmala Sitharaman said the RBI's proposal for 1 billion ₹10 and ₹20 polymer notes has been approved, but procurement is too early for a launch date.
RBI draft rules push banks toward external benchmarks, cap total charges on small-value loans and set an April 2027 effective date for new pricing framework.
Texas payroll employment rebounded to 1.9% annual growth in 2025 after near-zero hiring last year, the Dallas Fed said. Four sectors lead: professional services, hospitality, construction and energy.
Medicare and interest costs drove the July deficit to $432.3 billion, putting the fiscal year on pace for a $1.8 trillion shortfall.
Bank of America will invest up to ₹18,268 crore for a 49.9% stake in Jio Credit, Jio Financial Services' NBFC. The deal pairs Jio's digital reach with BofA's global banking infrastructure.
Las Cruces added 1,800 jobs in the year through June. Wages rose 5.2%, the fastest since 2023. New Mexico's oil output hit 2.4 mb/d, but the rig count slipped.
AO enters the UK mobile network market with a single 500GB tariff at £12 a month for members, taking on established MVNOs with a proposition built on its 5 million-strong electricals customer base.
July CPI data at 8:30am ET consensus 3.4% down from 3.5% in June. A soft print could reinforce the Fed's hold, while a hot reading revives hike bets. Wage growth lags, energy stays volatile.
Nearly ₹1 lakh crore in bank deposits sits unclaimed in India. The RBI's UDGAM portal helps search for forgotten money, but claimants must approach their bank to recover it.
Investors who bought at the ₹3,276 online rate lock in a ₹11,826 gain per unit when SGB redemption window opens Aug. 12, ahead of the February 2027 maturity.
Oracle plans layoffs after a 13% workforce cut this year, as billions in AI debt pile up. The company spent $55.7B on infrastructure, burning $23.7B in cash. Stock down 26%.
Starting 10 years earlier with a ₹10,000 SIP can yield a ₹3.24 crore corpus by 60, vs ₹2.47 crore for a late starter. Two wealth managers break down the playbook for Gen Z.
Delhi High Court ruled that a lunch break injury at a construction site qualifies for compensation, ordering an insurer to pay ₹7.86 lakh with 12% interest. The precedent tightens employer liability and could raise insurance costs.
UK retail sales rose 1.3% in July, below the 2.5% gain a year earlier, as non-food sales declined 0.7% and online penetration reached 35.9%.
Gusto, OnPay, and Homebase lead cheap payroll picks for 2026. Compare starter plan features and hidden add-on costs before you commit.
David Rosenberg says 50% of corporate investment is AI-related. The economy would be in recession without it, he adds. The credit market may flash the first warning of a turn.
The two-to-four-week timeline for switching payroll providers signals that small businesses are absorbing overhead to cut costs, a possible prelude to softer hiring. Traders should watch weekly jobless claims for confirmation.
Fitch Ratings kept India at the lowest investment grade with a stable outlook, projecting 6.4% GDP growth for FY27 and citing resilience to energy shocks.
Trump shifts to economic pressure on Iran as bombing fails to end war. Oil climbs on Strait of Hormuz uncertainty. Inflation risks rise for US and global markets.
Tehran accuses Washington of being "addicted" to sanctions after Treasury Secretary Bessent said restrictions were suffocating Iran. Trump demands compensation from Tehran as Strait of Hormuz remains a flashpoint.
Trump confirmed one recent call with Fed Chair Warsh, denying repeated contact. The admission follows a report and renewed pressure on the central bank.
Ebanx expects Pix to reach 45% of Brazil's online sales by 2026. Washington's 25% tariffs are testing the system's global plans. No timeline has been set.
BoI's board meets Aug. 14 to approve the dollar bond plan. The lender has already pulled in $207M of NRI deposits through the RBI's swap window, but its $1B target leaves room for more.
Combined with average Social Security, pretax income hits $45,000 a year, well below the $78,535 average household spends. Inflation and healthcare costs widen the gap.
July CPI and PPI prints plus Cardinal Health earnings headline a week where the Fed's AI-capex inflation view and consumer resilience data could shift market odds on the next rate move.
Hospitals face shortages after Delhi's procurement halt following ₹650 crore scam. Warehouse damage and local purchase reliance raise risks. Government reviews contracts.
BOQ's sector-adjusted PE of $7.98 and DDM range of $7.19-$7.40 suggest the stock is undervalued. Full franking boosts gross valuation to $10.57.
Demand for collateralized loan obligation ETFs is rising as the Fed holds rates steady, with asset managers launching new products and advisors adding short-duration income strategies.
Amit Shah says RBI has 'proactively helped' urban cooperative banks with policy relaxations, and urged them to see the regulator as an ally. He also announced NUCFDC's move to Maharashtra.