AGP Executive Report
Last update: 12 hours agoBond Turmoil: Global yields surged again, with the US 10-year at a 24-year high and UK 30-year gilts topping 6% (highest since 1998), rattling equities and raising borrowing-cost fears ahead of the UK Budget. Portfolio Rebalancing: After the bond selloff, quarter-end rebalancing is expected to drive big stock-to-bond shifts, with US pension funds alone projected to sell about $33bn of equities to realign targets. Inflation Watch: Softer US PCE helped slightly, but traders still see further rate pressure as oil and deficit concerns keep the bond narrative firm. India Markets: India’s Sensex and Nifty faced a heavy foreign-fund outflow-driven selloff, with yields and the rupee adding pressure. Capital Markets Policy: NSE won SEBI clearance to launch corporate bond index futures, aiming to deepen liquidity and risk tools in India’s credit market. Energy Finance: India extended PM-KUSUM Component A/C financial-closure deadlines to Nov 30, 2026, while rooftop solar is reframing household power bills as potential investments. Crypto/Regulation: The CFTC sent prediction-market rules to the White House; courts are still sorting how these contracts should be treated.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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