What changed
The Adani story is a sentiment shift—$ADANIENT back in the $NIFTY crown conversation after years of turmoil. That matters for Indian index flows.
The issue is Europe: German Bund yield at a 15-year peak, France highest since 2009. Global cost of capital is repricing hard.
Watch this—Trump says North Korea's Kim has responded to his overtures. Thin on detail but enough to move Asia risk if follow-ups land.
Rupee slide chips away at ISM outlay—$USDINR pressure tightens imported costs and fiscal room. Bad signal for Indian equities.
SEBI cautions investors on social media live trading tips and unregistered advisors. Not sure people appreciate how serious the retail protection crackdown is getting.
US Supreme Court again rejects Trump's bid to overturn $5MN E Jean Carroll verdict. Legal noise persists, markets mostly shrug.
Prediction markets lean dovish: $KXFED 20.5% chance upper bound above 3.75% by Jul 29, $KXPAYROLLS 30.5% chance above 125k jobs. Rate expectations staying anchore