Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Three Fed presidents dissented, including Dallas's Lorie Logan and Cleveland's Beth Hammack, voting for a quarter-point increase. Two-year yields rose 7 basis points, and the dollar strengthened.
BoE expected to hold at 3.75% for fifth time. Inflation at 2.6% above target, July energy price rise looms. Mortgage rates climb, savers get 4.91% bonds.
IMF board backs Saudi riyal peg and sees 1.7% GDP growth in 2026, citing Vision 2030 reforms and fiscal buffers. Directors warn risks are tilted to the downside.
India's airport regulator proposed raising the share of non-aeronautical revenue used to offset charges, a move that could reduce user development fees and other passenger costs, sources said.
Australian shares surged past 9,000 after June inflation came in at 3.8%, below the 4% forecast, effectively ruling out an August rate hike. Healthcare and consumer stocks led.
June CPI rose 3.8% y/y, below forecasts, as markets price near-zero chance of an RBA rate hike next month. Oil above $100 complicates the outlook.
China's commerce ministry said it will protect research institutions added to the US Entity List, restricting tech access. Markets showed little reaction as the trade rift deepens.
Equity compensation plans often bury forfeiture clauses that employers assume are ironclad. Canadian courts have repeatedly ruled otherwise, especially when the plan was never handed to the employee.
Redwood Trust mortgage production topped $8 billion for a second straight quarter as the industry wrestles with RESPA rules written for a pre-digital era. Chair Warsh has abandoned forward guidance, leaving markets to interpret data on their own.
The Supreme Court upheld Fed independence in a 5-4 ruling, creating a carve-out from the president's removal power even as it expanded that power over other agencies.
The Fed's AI agents held rates at 3.5%-3.75% but set a clear trigger: core CPI above 3.3% with a stable labor market means a 25bp hike next meeting.
Second-lien RMBS issuance hit $24B YTD, near last year's full-year $29B. Bank of America expects $41B for 2026 as low-rate vintage mortgages fuel HELOC demand. Agency MBS spreads widen.
Treasury Secretary Scott Bessent said Trump Accounts hit 7 million sign-ups, calling it 'the most successful launch in government history' as the $1,000 seed program draws families into equity investing.
The RBI’s draft rules extend the ₹1 crore minimum to secondary trades, targeting institutional-only securitization. The move could reshape bank loan distribution and bond market access.
A critique rooted in Rothbard's work argues the Fed's focus on price stability ignores the distorting effects of money supply growth, citing the 1920s when a 61.8% money supply surge preceded the Great Depression.
Four advisors managing $1.3B in client assets are leaving Bank of America Private Bank for UBS, adding to the Swiss bank's push to rebuild U.S. wealth inflows.
Glacier Fresh invested $1.5 million in a water testing lab and launched a "Verified by Science" initiative to back filter claims with data, CEO William Wu said.
Bank of Baroda confirmed a data leak after a hacker claimed 1TB of data. The lender says a compromised employee email, not core banking systems, was the source.
54% of bank leaders want the Fed to weigh a broader data set in policy decisions. Only 18% support less communication, and 13% want rate cuts during rising inflation.
Vietnam's Politburo signed Resolution 16 to turn Dong Nai City and Long Thanh airport into a rival to Singapore, Bangkok and Kuala Lumpur. A $12.8 billion airport opens Dec. 1.
In a Sunday interview, RBI Governor Malhotra said price stability is primary and a rate rise is possible if inflation broadens. Rupee not overvalued, $32bn mobilised.
RBI Governor Sanjay Malhotra says the rupee is undervalued even as FCNR(B) deposits hit $32 billion since June. Inflation control remains the MPC's primary mandate, with no signs of entrenched price pressures yet.
The IEA forecasts solar-module capacity in Southeast Asia could fall to 73 GW by 2030. Battery and EV investment is rising, but the region risks repeating the same mistake unless it builds deeper roots.
Middle East conflict, crude oil prices and the US Fed interest rate decision will drive markets this week. Analysts flag earnings and inflation risks.
The 30-year yield hit 5.16%, the highest since 2007, as two Treasury auctions showed investors demanding more compensation for inflation and deficit risks.
The 10% US tariff on Indian gems and jewellery under Section 301 creates a duty disadvantage against EU and Africa, which enjoy duty-free access, GJEPC said. An India-US BTA is the key catalyst.
CPI fell in June for the first time this year, surprising economists and sending Treasury yields lower. The dollar slipped and equities rallied. The next print will test whether the trend has turned.
TSMC's capacity glut risk from Intel and Samsung foundry competition tests the AI boom narrative. Alpha Score 63. July capex announcement is the next catalyst.
Bitcoin's correlation with gold has risen to 0.5 from 0.2 since June, prompting traders to debate whether the crypto is becoming a digital gold equivalent. The next test will come during a risk-off event.
Banks closed July 25 under RBI's fourth Saturday rule. Digital services stay on. Rural lenders face bigger disruption; state holidays compound the closure.