TRUMP ON TRUTH SOCIAL
Ranchers and Farmers have always been a number one priority for me.
They work very hard, are smart, efficient, and immaculately CLEAN, but for years I have heard that they have had a tremendous problem with the Big Processors, who many say are a nasty Monopoly.
There are, essentially, 4 of them, a very non competitive number, and they make life miserable for our wonderful Farmers and Ranchers, and I can’t let that happen, can I? So, in order to break this powerful monopoly, with much of its ownership based outside of the U.S., I am authorizing legal documents to be drawn in order to allow Farmers and Ranchers to be given the right to PROCESS THEIR OWN FOOD.
This should move quickly.
Thank you for your attention to this matter! President DONALD J. TRUMP
Ranchers and Farmers have always been a number one priority for me.
They work very hard, are smart, efficient, and immaculately CLEAN, but for years I have heard that they have had a tremendous problem with the Big Processors, who many say are a nasty Monopoly.
There are, essentially, 4 of them, a very non competitive number, and they make life miserable for our wonderful Farmers and Ranchers, and I can’t let that happen, can I? So, in order to break this powerful monopoly, with much of its ownership based outside of the U.S., I am authorizing legal documents to be drawn in order to allow Farmers and Ranchers to be given the right to PROCESS THEIR OWN FOOD.
This should move quickly.
Thank you for your attention to this matter! President DONALD J. TRUMP
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JSW CEMENT:
CO REVENUE UP 21.6% TO ₹1,896 CRORE IN Q1 FY27, CAPACITY EXPANSION ON TRACK WITH 56 MW WIND CAPACITY ADDED
CO REVENUE UP 21.6% TO ₹1,896 CRORE IN Q1 FY27, CAPACITY EXPANSION ON TRACK WITH 56 MW WIND CAPACITY ADDED
RBI:
INDIA TO BUY BACK ₹30,000 CRORE OF SECURITIES VIA AUCTION ON SEPTEMBER 3
INDIA TO BUY BACK ₹30,000 CRORE OF SECURITIES VIA AUCTION ON SEPTEMBER 3
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FED CHAIR WARSH:
NUMBERS 'MORE CONCERNING' ON PRICE STABILITY
THIS SUMMER'S INFLATION DATA BETTER THAN EXPECTED, BUT DO NOT TELL ME UNDERLYING TRENDS HAVE MEANINGFULLY CHANGED
FED'S PREDOMINANT FOCUS RIGHT NOW SHOULD BE ON PRICES
NUMBERS 'MORE CONCERNING' ON PRICE STABILITY
THIS SUMMER'S INFLATION DATA BETTER THAN EXPECTED, BUT DO NOT TELL ME UNDERLYING TRENDS HAVE MEANINGFULLY CHANGED
FED'S PREDOMINANT FOCUS RIGHT NOW SHOULD BE ON PRICES
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FED CHAIR WARSH:
AT JULY MEETING 'GOOD MAJORITY' FELT WISER COURSE WAS TO WAIT
IMPRESSED BY THE OVERALL PERFORMANCE OF ECONOMY, APPEARS TO HAVE STRENGTHENED
CREDIT AND LOAN MARKETS SHOWING FEW SIGNS OF POLICY RESTRAINT
WAGE GROWTH MODERATE, BUT NOT A RELIABLE INDICATOR OF FUTURE INFLATION
AT JULY MEETING 'GOOD MAJORITY' FELT WISER COURSE WAS TO WAIT
IMPRESSED BY THE OVERALL PERFORMANCE OF ECONOMY, APPEARS TO HAVE STRENGTHENED
CREDIT AND LOAN MARKETS SHOWING FEW SIGNS OF POLICY RESTRAINT
WAGE GROWTH MODERATE, BUT NOT A RELIABLE INDICATOR OF FUTURE INFLATION
US Univ. Of Michigan Sentiment Aug F: 51.7 (est 51.0; prev 51.0)
- Current Conditions: 51.9 (est 52.0; prev 51.8)
- Expectations: 51.5 (est 51.4; prev 50.6)
- 1-Year Inflation: 4.0% (est 4.4%; prev 4.3%)
- 5-10 Year Inflation: 3.3% (est 3.3%; prev 3.3%)
- Current Conditions: 51.9 (est 52.0; prev 51.8)
- Expectations: 51.5 (est 51.4; prev 50.6)
- 1-Year Inflation: 4.0% (est 4.4%; prev 4.3%)
- 5-10 Year Inflation: 3.3% (est 3.3%; prev 3.3%)
WARSH:
IMPORTANT TO GAUGE EFFECTS OF HIGH GROWTH EXPECTATIONS FOR CAP-EX, CORPORATE EARNINGS
INFLATION EXPECTATIONS TEND TO LOOK DURABLE UNTIL THEY DON'T;
MUST BE CLOSELY MINDED
FED'S 2% PCE TARGET IS FIRM AND FIXED; IT IS FED’S JOB TO DELIVER STABLE PRICES
IMPORTANT TO GAUGE EFFECTS OF HIGH GROWTH EXPECTATIONS FOR CAP-EX, CORPORATE EARNINGS
INFLATION EXPECTATIONS TEND TO LOOK DURABLE UNTIL THEY DON'T;
MUST BE CLOSELY MINDED
FED'S 2% PCE TARGET IS FIRM AND FIXED; IT IS FED’S JOB TO DELIVER STABLE PRICES
FED CHAIR WARSH:
INFLATION EXPECTATIONS BY AND LARGE LOOK STABLE IN MEDIUM TERM
MARKET PRICES SHOW CONFIDENCE THAT WE WILL DELIVER PRICE STABILITY
BUSINESS INVESTMENT RISING RAPIDLY
INFLATION EXPECTATIONS BY AND LARGE LOOK STABLE IN MEDIUM TERM
MARKET PRICES SHOW CONFIDENCE THAT WE WILL DELIVER PRICE STABILITY
BUSINESS INVESTMENT RISING RAPIDLY
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WARSH: INFLATION EXPECTATIONS BY AND LARGE LOOK STABLE IN MEDIUM TERM MARKET PRICES SHOW CONFIDENCE THAT WE WILL DELIVER PRICE STABILITY BUSINESS INVESTMENT RISING RAPIDLY
WARSH: IMPORTANT TO GAUGE EFFECTS OF HIGH GROWTH EXPECTATIONS FOR CAP-EX, CORPORATE EARNINGS INFLATION EXPECTATIONS TEND TO LOOK DURABLE UNTIL THEY DON'T; MUST BE CLOSELY MINDED FED'S 2% PCE TARGET IS FIRM AND FIXED; IT IS FED’S JOB TO DELIVER STABLE PRICES
EPL: CO CEO RAISES GROWTH GUIDANCE TO HIGH TEENS FOR NEXT FEW QUARTERS, REAFFIRMS 20% UNDERLYING EBITDA MARGIN
OLA ELECTRIC MOBILITY: CO SECURES ₹95.81 CRORE PLI-AUTO INCENTIVE FOR THIRD CONSECUTIVE YEAR
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1st Speech Of Kevin Warsh-Jackson Hole Symposium-Global Asset Spooked On Hawkish Tone
Key Takeaways
Underlying inflation remains too high and the Fed has "work to do"
If price pressures do not move clearly and rapidly back to the 2% target
Financial conditions are not currently restrictive
Keeping rate hikes on the table and its Fed's predominant tool
Criticized heavy reliance on rigid forward guidance, arguing for a structural shift
Policymakers should speak less and let markets independently digest unfiltered economic signals.
By narrow credit spreads and robust lending—do not currently show sufficient policy restraint
No signaling of rate hike for September FOMC meet
PCE price index remains the gauge to be targeted
What Was The Impact Post Speech?
Fall in US indices and AI/Chipmakers
2-year US Treasury yield up 11bps to 4.34%
Spot gold falls below $4,500/oz
Bitcoin falls under $77,000
Asian markets-likely to open negative on Monday
What Lies Ahead For Fed?
Proper roadway mapped out
Risk-off sentiment may come back
Money markets projecting 50% hike in Sept FOMC Meet
Longer dated-bonds may remain stabilized
Key Takeaways
Underlying inflation remains too high and the Fed has "work to do"
If price pressures do not move clearly and rapidly back to the 2% target
Financial conditions are not currently restrictive
Keeping rate hikes on the table and its Fed's predominant tool
Criticized heavy reliance on rigid forward guidance, arguing for a structural shift
Policymakers should speak less and let markets independently digest unfiltered economic signals.
By narrow credit spreads and robust lending—do not currently show sufficient policy restraint
No signaling of rate hike for September FOMC meet
PCE price index remains the gauge to be targeted
What Was The Impact Post Speech?
Fall in US indices and AI/Chipmakers
2-year US Treasury yield up 11bps to 4.34%
Spot gold falls below $4,500/oz
Bitcoin falls under $77,000
Asian markets-likely to open negative on Monday
What Lies Ahead For Fed?
Proper roadway mapped out
Risk-off sentiment may come back
Money markets projecting 50% hike in Sept FOMC Meet
Longer dated-bonds may remain stabilized
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VIRTUOSO OPTOELECTRONICS: BOARD APPROVES PREFERENTIAL ISSUE OF SHARES AT ₹503 EACH AGGREGATING ₹84.99 CR; EGM SCHEDULED FOR SEPTEMBER 24, 2026 TO SEEK SHAREHOLDER APPROVAL.
JIO PLATFORMS GETS SEBI NOD FOR RECORD ₹37,700-CR IPO; FRESH ISSUE OF 27-CR SHARES
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ASHOKA BUILDCON: RECEIVED LETTER OF ACCEPTANCE FROM RAIL VIKAS NIGAM LIMITED FOR PROJECT WORTH ₹602.16 CRORE; INVOLVES SUPPLY, ERECTION, TESTING & COMMISSIONING OF ELECTRO MECHANICAL SYSTEMS; COMPLETION PERIOD OF 30 MONTHS.
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MAX ESTATES: CO ACQUIRES 84.71-ACRE DELHI LAND BANK FOR ₹420 CR EQUITY; TARGETS ₹10,000–12,000 CR GDV
ELGI EQUIPMENTS: CO UNIT RECEIVES TARIFF REFUND OF US$ 1.55 MILLION FROM U.S. CUSTOMS; REFUND DUE TO US SUPREME COURT DIRECTIVES ON EXCESS TARIFF COLLECTIONS.
TATA CHEMICALS: CO. ACQUIRES SODA ASH CUSTOMER CONTRACTS FROM SEARLES VALLEY MINERALS INC. FOR USD 21.16 MILLION; ACQUISITION INCLUDES OVER HALF MILLION METRIC TONS OF ORDERS THROUGH DECEMBER 2028.
MAX ESTATES: CO TO ACQUIRE 84.7-ACRE NAJAFGARH LAND BANK FOR ₹420.23 CR VIA ₹597.50/SHARE SWAP