Market Signals

$AMZN

EU COMMISSION PROPOSES BANK-SPECIFIC MULTIPLIER TO OFFSET BASEL III RULES

RBI MPC: MESSAGING MORE IMPORTANT THAN RATE DECISION — Forward guidance seen as key market driver, not the rate itself.

The OpenAI Effect and the Rise of AI - Native Hedge Funds :

US farmers seek firmer soybean guarantees despite Xi-Trump agriculture pledge — via SCMP

IRAN-US PEACE DEAL NEARLY AGREED, STRAIT OF HORMUZ TO REOPEN

EX-WHITE HOUSE TELEPROMPTER OPERATOR ORDERED TO PAY $172,000 FOR INSIDER BETS ON KALSHI - CBS

This is a clear and powerful speech that, in my opinion, meets the high expectations for Kevin Warsh’s first Jackson Hole presentation as Federal Rese

It’s Jackson Hole time!

TRUMP LOSES AGAIN IN BID TO ERASE HIS HUSH MONEY CONVICTION - PBS

HOW THE PRIVATE-LISTING WAR BETWEEN ZILLOW AND COMPASS COULD COST HOME BUYERS AND SELLERS - MARKETWATCH

SENSEX RISES 240 POINTS A DAY AFTER CAS MONTHLY EXPIRY SHOCK, NIFTY NEARS 24,150. WHAT’S AHEAD? - ECONOMICTIMES

BUYBACK ALERT! GE SHIPPING SHARES RISE 3% AS FIRM SET TO REPURCHASE SHARES AT 16% PREMIUM - ECONOMICTIMES

MAHATMA GANDHI'S IDEAS TO BE RELEVANT EVEN AFTER 100 YEARS: AMIT SHAH - NDTV

"APOLOGISE FOR 1984" PLACARD IN HARYANA ASSEMBLY EXPOSES CONGRESS CRACKS AHEAD OF PUNJAB POLLS - NDTV

Hey @grok

HERE ARE THURSDAY'S BIGGEST ANALYST CALLS: NVIDIA, SPACEX, TESLA, ALPHABET, META, SALESFORCE, CROWDSTRIKE & MORE - CNBC

TEXTILE STOCK UNDER ₹100 HITS 10% UPPER CIRCUIT AFTER DECLARATION OF FINAL DIVIDEND MOVE | DETAILS HERE - MINT

CHINA’S GRIP ON ERBIUM AND YTTRIUM COULD CHOKE DATA CENTER GROWTH - IEEE_SPECTRUM

PALMER SQUARE CLO 2023-1 LTD / PALMER SQUARE CLO 2023-1 LLC Section 3(c)(7) Important Notice — DTCC

SAP STOCK SLUMPS AS UBS DOWNGRADES STOCK ON ‘SLOW’ MOVE INTO AI - MARKETWATCH

S&P 500 CLOSES LITTLE CHANGED AS INVESTORS WEIGH STICKY INFLATION AND AWAIT NVIDIA EARNINGS - CNBC

SUGAR PRICES COOL 18% AFTER HITTING RECORD HIGH, EX-MILL RATES FALL TO RS 55 PER KG - TOI

FROM 600 TO 5,000 PACKAGES AN HOUR: FEDEX UNVEILS $150 MILLION DELHI CARGO HUB - TOI

ICE ARRESTS JUMP TO NEARLY 50,000 IN JULY, HIGHEST MONTHLY TOTAL OF TRUMP'S CRACKDOWN - PBS

WITH GAS STUCK ABOVE $4, U.S. CONSUMER CONFIDENCE FALLS TO LOWEST LEVEL IN 7 MONTHS - PBS

TREASURY POLICY KEEPS U.S. DOLLAR WEAKER THAN FUNDAMENTALS WARRANT - SOCGEN - SEEKINGALPHA

SEN. DARLINE GRAHAM, TRUMP'S PICK FOR SOUTH CAROLINA SENATE, WINS GOP PRIMARY - CNBC

TRUMP SUGGESTED STATES SHOULD FUND MEDICARE — WHICH WOULD WEAKEN THE PROGRAM AND PUT AMERICANS AT RISK - MARKETWATCH

JIM CRAMER SAYS THE DATA CENTER TRADE IS UNDER ATTACK. HERE’S WHO COULD BENEFIT - CNBC

SUPREME COURT ALLOWS SOME TRUMP VOTE-BY-MAIL LIMITS AHEAD OF MIDTERM ELECTION - CNBC

Earnings week:

SPACEX AND NVIDIA PLAN TO TAKE AI COMPUTING INTO ORBIT , ELON MUSK SAYS FIRST LAUNCH IS SET FOR 2027

DOLLAR STRUGGLES FOR TRACTION AS MARKETS WEIGH IRAN SANCTIONS, TREASURY BUYBACKS - ECONOMICTIMES

PUTIN, XI AND MIDDLE EAST MINEFIELD: INDIA GEARS UP FOR BRICS SUMMIT - NDTV

Gold hits 3m high as "debasement trade" has returned alongside Treasury announcing ramp-up in buybacks of long-dated government debt, reviving concer

U.S. AMBASSADOR CLARIFIES COMMENTS ON GOLAN HEIGHTS THAT CONTRADICTED TRUMP'S POSITION - PBS

IRAN-LINKED HACKERS TOOK U.K. POWER PLANT OFFLINE FOR FIRST TIME, REPORTS SAY - CBS

STOCKS MAKING THE BIGGEST MOVES MIDDAY: EXPEDIA, NVIDIA, STRATEGY, HIMS & HERS AND MORE - CNBC

YIELDING RESULTS: WILL U.S. TREASURY MOVES CALM THE BOND MARKET? - SEEKINGALPHA

TRUMP ISSUES NEW THREATS TO CANADA AS TRADE WAR ESCALATES - PBS

ONTARIO'S PREMIER SAYS REAGAN WOULD BE 'THROWING UP' OVER TRUMP'S TARIFFS - PBS

TEMU OWNER’S SHARES RISE AS RESULTS BEAT ESTIMATES DESPITE TUMBLING PROFITS - MARKETWATCH

HIGHER TREASURY YIELDS SEEN AS A MINOR HEADWIND FOR U.S. ECONOMY, PANTHEON SAYS - SEEKINGALPHA

THE BOND YIELD THAT COULD FINALLY CHALLENGE STOCKS - SOCGEN - SEEKINGALPHA

RIVER IN SPATE, MADHYA PRADESH TEACHERS ON TUBES TO BEAT E-ATTENDANCE CLOCK - TOI

'TAX MONEY FOR RELIGION?' AAP VS CONGRESS OVER HINDU OUTREACH IN PUNJAB - NDTV

“.. Nomura said Bessent’s Treasury buyback plan ‘by itself’ amounted to a ‘band-aid on a bullet hole’.”

Looking at this two-day Bloomberg chart, the retracement in 30-year government bond yields (i.e., higher) isn't surprising, given what history tells u

WATCH LIVE: TRUMP STUMPS FOR S.C. SEN. DARLINE GRAHAM AHEAD OF GOP RUNOFF - PBS