Alpha Binwani Capital: “The dollar is being bought as traders have shifted from expecting the Fed to hold to pricing a near-certain 25 bp hike tonight, supported by higher Treasury yields, sticky inflation, elevated energy prices and weaker risk sentiment. Markets are also leaning toward further tightening—or at least a sustained hawkish bias—but that outlook depends on the FOMC’s guidance and Chair Warsh’s tone. Because a sizeable hiking cycle is already priced in, a cautious, data-dependent message that stresses uncertainty or the need to wait and assess could trigger a dollar pullback”
‼️ ✂️ Ed Yardeni cut his year-end S&P 500 (SP500) (SPY) (VOO) (IVV) target to 7,900 from 8,400, citing rising bond yields and increasing downside risks over the next three to six months, Bloomberg reported.
Alpha Binwani Capital: “CoreWeave (CRWV) said it has become the first AI cloud provider to validate and deploy Nvidia’s (NVDA) multi-rack Vera Rubin NVL72 platform, linking hundreds of Rubin GPUs into a unified, rack-scale cluster for AI workloads. Each NVL72 rack combines 72 Rubin GPUs, 36 Vera CPUs, NVLink 6, ConnectX-9 SuperNICs and BlueField-4 DPUs, while Nvidia’s Spectrum-X Ethernet enables scalable, non-blocking networking that can support about 128,000 GPUs per rail. CoreWeave said the system will help customers building agentic AI scale models faster and improve productivity, while its modular design enables capacity to be added without redesigning the network fabric. The company also introduced cross-region write acceleration and an Archive tier for CoreWeave AI Object Storage”
‼️ 🧠 Micron has introduced the world’s first 512GB DDR5 RDIMM, using advanced vertically stacked DRAM packaging and through-silicon vias to deliver data-center memory speeds of up to 9,200 MT/s while reducing operating power by more than 60%. The ultra-dense module enables up to 12TB of DDR5 memory in a 24-slot, dual-socket server, supporting higher-performance next-generation data-center workloads.
Alpha Binwani Capital: “Foreign investors sold 47.3 billion rupees ($490 million) of index-eligible Indian government bonds on Friday—the largest single-day outflow since April 2025 and the second-biggest in at least three years. The selling came as the yield premium over U.S. Treasuries narrowed to a more than two-decade low, reducing the appeal of Indian debt. Pressure intensified after the RBI announced plans to sell sovereign bonds to absorb excess banking-system liquidity, triggering a broader market selloff on Tuesday. Rising U.S. yields and growing expectations of a Fed rate hike are also increasing pressure on the RBI and other central banks to tighten policy more aggressively” IndiaBonds #IndianEconomy #GovernmentBonds #ForeignFlows #BondOutflows #FIIs #RBI #ReserveBankOfIndia
Alpha Binwani Capital: “Bitcoin briefly topped $79,400 on September 15 before retreating toward $77,600 as inflation concerns, rising geopolitical risk, and tighter financial conditions weighed on risk assets. U.S. spot Bitcoin ETFs saw roughly $463 million in net outflows over four sessions last week, ending a three-week inflow streak and signaling softer institutional demand. The cryptocurrency now enters a key macro window, with investors focused on the Fed’s rate decision, inflation data, Treasury yields, the dollar, and Middle East tensions. Meanwhile, the Clarity Act failed to advance in the Senate on Tuesday, cutting the market-implied odds of passage this year to 19%”
Alpha Binwani Capital: “The Fed is widely expected to hike, and any pause would require a strong explanation given markets have nearly fully priced in a move. Continued volatility and rising longer-term yields show investors are focused on more than near-term policy, while the global economy may be entering an AI-led upswing—or nearing peak growth before a slowdown”
‼️ 🇯🇵 Japan’s export growth eased to 19.3% year-on-year in August from 23.2% in July, though remained strong as semiconductor and chip-equipment shipments surged.