As Robert Holzmann prepares to depart from the European Central Bank, he suggests greater transparency in policy decisions. He proposes adopting a system similar to the Federal Reserve's dot plot or summarizing dissenting views to provide markets with more information. Holzmann believes this would be beneficial when the direction of monetary policy isn't clear-cut.
Wall Street anticipates key earnings reports from major retailers like Walmart and Target to gauge consumer health amidst Trump's tariffs, weak job growth, and inflation. While retailers have largely protected margins, the full tariff impact looms, potentially weakening consumer spending later this year. Back-to-school shopping is crucial, especially for Target, as consumers carefully prioritize purchases.
Berkshire Hathaways Q2 13F filing revealed Warren Buffetts seven big stock moves, including new bets in healthcare and steel, trims in Apple and Bank of America, and a full exit from telecom.
A leading fund house with Rs 2.13 lakh crore AUM as of July 2025 revealed its top 10 holdings, led by HDFC Bank, ICICI Bank, Infosys, Axis Bank, RIL, ITC, SBI, TCS, Bharti Airtel, and L&T.
Vanguard Funds India equity portfolio soared 44% in Q2 FY26 to Rs 62,150 crore, driven by strong stock performance. With stakes in 41 firms, 14 delivered double-digit gains, led by Delhivery, Care Ratings, RBL Bank, and CarTrade Tech.
The U.S. Genius Act has legitimized stablecoins, fueling debate on whether their $250B market will stabilize Treasuries or trigger systemic risks. Proponents see demand support, while critics fear fraud, volatility, and limited real economic impact.
