1.
EM Stocks Eye First Weekly Gain Since September as Tech Rebounds
Emerging-market stocks are looking at a potential weekly gain of about 1.5%, the first since late September. This shift comes as investors are feeling a bit more optimistic, particularly in the tech sector. The recent drama surrounding Nvidia hasn't scared everyone off; instead, many believe it won't derail the broader AI landscape.
With tech stocks bouncing back, there's a sense of renewed interest in emerging markets. Investors are weighing the risks and opportunities, and it seems like they’re leaning towards the latter. It’s a small but significant shift in sentiment that could pave the way for further gains.
For listeners who want low-fee crypto exposure, our markets partner Kraken supports Bitcoin — link in show notes.
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China Policy Bank Bonds Suffer Selloff as Tax Worries Hit Market
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Top Pension Fund to Buy More India State Bonds on High Yields
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India’s food inflation story gets worrisome
Our goal with The Daily Brief is to simplify the biggest stories in the Indian markets and help you understand what they mean. We won’t just tell you what happened; we’ll tell you why and how too. We do this show in both formats: video and audio. This piece curates the stories that we talk about. You can listen to the podcast on Spotify, Apple Podcasts, or wherever you get your podcasts and watch the videos on YouTube. You can also watch The Daily Brief in Hindi. In today’s edition of The Daily Brief: 1.
5.
The Signal That Matters More Than the Fed for Bitcoin Right Now
Bitcoin has stopped tracking US stocks, and most investors are blaming the wrong culprit. Inflation is only part of the story. Another force has weighed on Bitcoin for most of 2026, and the Fed’s next two meetings could strengthen it before it fades. The dollar explains Bitcoin’s current weakness, but not when it will end. At some point, Bitcoin will stop following the dollar, and the full report explains when we expect that to happen. We explain what we’re watching and when the setup could turn.
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Kalshi in Talks to Raise Funding at $65 Billion Valuation
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Cisco beats on earnings, says AI infrastructure revenue will double this fiscal year
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8.
TTG End of Day Market Review⚡: Positions, Themes & Global Trend Portfolio
Here is your end of day Market Recap: Rates & Dollar Higher, SPY Lower Highs Macro: Bonds TLT -1.5% / Dollar UUP +0.2% / VIX +7% QQQs Rally from open / Dollar & Rates + Semis gain from open / Energy & Utes lead China, Genomics, Biotech, Solar, Miners lag 🧰 “Out of the Box” Proprietary Stock Screen🧰 Notes Regarding the Below Lists: Names trending above their Value Area on 3 different timeframes Uses Volume at Price — MarketWebs (MW) Trading System learn more Can be utilized to generate trade ideas 💡, names to watch / set alerts 🔔, and identify 🔍potential sector and overall market themes…
9.
As the Stock Market Churns, Treasury Yields and the Dollar Break Out
Stocks fell today, with headlines surrounding Nvidia weighing on the market. The decline was relatively modest, with the S&P 500 falling just 35 basis points. For the most part, the equity market continues to churn, with money rotating between different groups of stocks. The equal-weighted S&P 500 ETF (RSP) fell 90 basis points, so the headline index could have performed much worse. However, strength in a handful of hyperscalers helped keep the cap-weighted index relatively stable.
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StockQuakes - AI Stock Analyzer - 5000 Stocks Daily
*PAID = Stock Symbol Viewable with Paid Subscription StockQuakes Top 10 Average Index Charts StockQuakes identify noteworthy changes in the market. StockQuakes sizes can be small, medium, large, and huge. The Daily Top 10 UP Average Index is an aggregate value of noteworthy changes in stocks that ended the day with stock prices higher than they opened per our AI algorithms. The Daily Top 10 UP Average Index is MEDIUM today with a StockQuakes level of 4.79. Here is a chart of the Daily Top 10 UP Average Index values for the last 10 trading days.