Month: August 2026

India’s economy grew 7.8% in Q1 FY2026–27, led by services and industry. The uneven sector mix explains what the headline means for the RBI, businesses and investors.

Nvidia’s latest quarter confirmed exceptional AI-computing demand. The more consequential disclosure is a $279 billion supply and capacity commitment that increases both its ability to grow and the cost of getting demand wrong.

Kevin Warsh did not promise a rate hike at Jackson Hole. He set a tougher test for holding steady—and signalled a quieter, less predictable Fed.

A resilient multi-asset portfolio depends on how investments respond to different economic shocks—not how many asset labels appear on a statement.

Gold, silver and platinum share a rally, but not the same drivers. Here is what rates, industrial substitution and supply deficits mean for the outlook.

Treasury is doubling long-end bond buybacks, but the move is debt-management intervention—not Fed-style quantitative easing. Here is what it can and cannot change.

China’s new offshore-trust tax rules apply a 20% rate, a defined historical lookback and a 90-day transition window. Here is how the taxable amount is calculated.

Record chip sales are being driven disproportionately by AI infrastructure and memory, creating a powerful but uneven industry expansion.

The Fed’s September meeting will test whether cooling inflation can offset weaker hiring—and whether a divided committee can agree on the policy path.

U.S. equities remain highly valued as strong profits and AI optimism confront higher real yields and an unusually thin equity-risk premium.