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Market Analysis/Live Feed

Live Market News Feed

Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.

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Macro 2026-06-29 18:53 UTCcnbc.com

FDA picks Lilly, Regeneron for faster factory review pilot

Seven companies including Eli Lilly and Regeneron were picked for an FDA pilot that could cut up to 14 months off new drug-plant approvals. The PreCheck program lets regulators review facilities while they're still under construction.

Macro 2026-06-29 18:19 UTCcnbc.com

IRS Eases Gift Tax Reporting for Trump Account Contributions

Parents can contribute $5,000/year to a Trump Account without filing a gift tax return. The IRS decision removes a key hurdle for the 6 million children already signed up.

Macro 2026-06-29 18:14 UTCeconomictimes.indiatimes.com

Tomato, onion stoke fears of higher food inflation

Tomato and onion prices surge in northern India after extreme heat damages crops and disrupts transport. The June CPI print will show whether food inflation is broadening.

Macro 2026-06-29 15:19 UTCseekingalpha.com

Perkins Warns Warsh's Fed Style Risks Market Trust

Dario Perkins warns that Kevin Warsh's market-driven Fed, opaque task forces, and alt-data push inject uncertainty into bond yields, the dollar, and gold.

Macro 2026-06-29 10:49 UTCinternetretailing.net

UK Father's Day micro peak adds £40m to online retail sales

Father's Day on June 21 drove online sales up £40m in the UK, the latest micro peak in a retail calendar shifting from seasonal spikes to frequent short bursts.

Macro 2026-06-29 08:46 UTCnakedcapitalism.com

BIS Warns AI Spending Bust Could Spread to Broader Economy

The BIS warns Big Tech's $1 trillion AI spending binge risks ending in a bust that could rattle markets and damage the global economy. Margin debt and circular financing amplify the danger.

Macro 2026-06-29 02:00 UTClivemint.com

India's MSME Reforms Tighten the Working Capital Loop

The government and RBI last week addressed two big bottlenecks for India's small businesses: delayed payments and invoice discounting. The transmission path runs from faster cash to higher capacity utilisation.

Macro 2026-06-29 01:55 UTCpymnts.com

Iran Sanctions Unwind Creates Compliance Bottleneck for Banks

U.S. banks face compliance risks as the White House moves to unwind Iran sanctions. 60-day waivers and a June 17 MoU create uncertainty. Gradual oil supply increase could cap crude prices and shift Fed rate expectations.

Macro 2026-06-29 00:12 UTClivemint.com

EPFO 3.0 UPI & ATM Withdrawals: What Changes, What Stays

EPFO 3.0 will let subscribers withdraw PF via UPI and ATMs. Current rules – up to 75% withdrawal, 25% locked – remain. Rollout expected by June-end, no official date yet.

Macro 2026-06-28 22:19 UTCbangkokpost.com

Thailand narrows official land price gap ahead of 2027 reset

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.

Macro 2026-06-28 19:12 UTCfinance.yahoo.com

Top Economist Daco Warns Fed May Hike in 2026

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.

Macro 2026-06-28 15:59 UTCseekingalpha.com

MWLIX Returns 0.22% as Energy Inflation Reshapes Rate Expectations

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.

Macro 2026-06-28 13:55 UTCseekingalpha.com

June Jobs Report: How a Strong Print Reshapes the Rate Path

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.

Macro 2026-06-28 12:13 UTClivemint.com

Delhi Dust Storm: Heat Index Hit 48.4°C Before Temp Drop

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.

Macro 2026-06-28 04:23 UTCthehindu.com

Freight Costs Jump Tenfold for Indian MSME Exporters

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.

Macro 2026-06-28 01:05 UTCseekingalpha.com

CLX Alpha Score Drops to 36 as Consumer Staples Face Margin Squeeze

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.

Macro 2026-06-27 18:46 UTCeconomictimes.indiatimes.com

India Aims to Slash PCB Imports by ₹40,000 Crore a Year

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.

Macro 2026-06-27 17:44 UTCeconomictimes.indiatimes.com

Fired for the Owner's Son: Bengaluru Tech's Nepotism Trap

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.

Macro 2026-06-27 16:49 UTCthehindubusinessline.com

Why Kerala's Palakkad IMC Targets Coimbatore's Manufacturers

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.

Macro 2026-06-27 15:00 UTCcnbc.com

ECB-Fed Divergence Opens Window for Non-US Bonds

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.

Macro 2026-06-27 12:00 UTCmises.org

Why Austrian Economics Points to Gold and Commodities

Austrian economist Mark Thornton says fiscal and monetary policy is driving inflation, debt, and financial repression, making gold and commodities the only safe havens.

Macro 2026-06-27 07:03 UTCeconsnapshot.com

May Core PCE Hits 3.91% as Warsh Inherits Inflation Problem

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.

Macro 2026-06-27 03:10 UTClivemint.com

Why Defence Employees Want a New DA Formula for the 8th Pay Commission

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.

Macro 2026-06-27 01:58 UTCeconomictimes.indiatimes.com

Unlisted NSE Deals Hint at IPO Valuation, Risk Appetite

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.

Macro 2026-06-26 16:57 UTCmises.org

The Nationalist Myth: Why the Revolution Didn't Need a Central Bank

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.

Macro 2026-06-26 16:54 UTCfederalreserve.gov

Fed Paper: Strategic Default Explains a Third of TFP Cycles

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.

Macro 2026-06-26 15:56 UTCcnbc.com

Kashkari Flips to Rate Hike Call as Inflation Hits 4.1%

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.

Macro 2026-06-26 13:51 UTCbbc.co.uk

UK Petrol Falls 2p After Iran Deal, Retail Cuts Behind Wholesale

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.

Macro 2026-06-26 13:30 UTCinc42.com

RBI's AI Kill Switch Rule Puts Banks, NBFCs on Notice

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.

Macro 2026-06-26 13:30 UTCseekingalpha.com

Trump's Hold on Housing Bill Squeezes Residential REITs

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.

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