The crypto market is on high alert as the Bank of Japan heads into its December 18–19 policy meeting, where a rate hike is nearly guaranteed. Prediction markets like Polymarket are pricing in a 98% probability that Japan will raise interest rates by 25 basis points—a move that could shake global markets far beyond Tokyo. If the BOJ follows through, its…
The report’s core message is that there is not one single AI bubble, but several overlapping “bubbles” in valuations, investment, and technology, each with different risk profiles. Public mega-cap tech looks expensive but is still broadly anchored in earnings and cash flow, while the most extreme valuations and risk-taking sit in loss-making private AI model…
The U.S. Federal Reserve’s policy outcome, due tonight around 11:30 PM (IST), will play a crucial role in setting the direction for global and Indian equity markets. With analysts widely expecting a rate cut amid signs of a cooling U.S. labor market, here’s a look at how different scenarios could shape Indian market sentiment. Scenario…
China’s trade dynamics shifted dramatically in November, with exports jumping 5.9% year-over-year—beating economist forecasts of 4%—to propel the annual trade surplus beyond a record $1 trillion. Imports grew a modest 1.9%, resulting in a monthly surplus of $112 billion, highlighting Beijing’s ongoing reliance on foreign demand amid domestic challenges like sluggish consumption and a housing…
The 425% rally of Moore Threads is more than just a successful first day of trading; it is a statement of intent. The listing, which was oversubscribed by a factor of 2,700, reveals that capital is aggressively chasing exposure to China’s self-sufficiency drive, even as the broader market remains quiet. Investors appear willing to overlook…
US stock futures dipped slightly overnight, setting the stage for a week full of blockbuster moves and headline risks. With the S&P 500 breaking the 6,800 ceiling for the first time, all eyes are now on Big Tech’s earnings, a pivotal Fed rate decision, and an important US-China trade summit that could shake up global…
Wall Street roared to record-closing highs on Friday, energizing investors as the Dow Jones Industrial Average crossed the 47,200 mark, the S&P 500 neared 6,800, and the Nasdaq Composite topped 23,200—all propelled by encouraging inflation data and standout corporate results. Cooling Inflation Fuels OptimismThe latest Consumer Price Index (CPI) report eased market nerves with September…
Japan’s stock market made history on Monday as the Nikkei 225 Index soared past the 50,000 mark for the first time, fueled by optimism over expected government stimulus under newly elected Prime Minister Sanae Takaichi The benchmark Nikkei climbed 2.46% to close at 50,512.32 — its highest finish ever — extending a powerful rally that…
The Big StoryIndia’s economy narrowly avoided a major shock last week as geopolitical tensions flared in the Middle East. The Iran-Israel conflict threatened to disrupt global oil supplies and escalate military tensions. Instead, the episode became a catalyst for India to accelerate its defense sector ambitions. A ceasefire was reached on Wednesday between Iran and…
The US dollar weakened and Treasury yields fell on Thursday, driven by expectations that interest rate cuts could come sooner than previously expected. The move came after a Wall Street Journal report said President Donald Trump could speed up the announcement of a new Federal Reserve chairman, who could replace Jerome Powell, possibly as early…
