‼️ 🇯🇵 BREAKING: Japan’s headline inflation accelerated to 1.9% in July 2026—the highest this year—as energy costs rose for the first time since November 2025 amid the Iran war, despite government subsidies. Core inflation (excluding fresh food but including energy) was 1.8%, in line with expectations, while “core-core” inflation (excluding both fresh food and energy) also came in at 1.9%. Wholesale inflation surged to 7.2%, driven largely by higher electricity charges, and fresh food prices spiked 7% year-over-year, up from 3.9% in June.
‼️ 🇮🇩 Indonesia’s acting central bank governor Destry Damayanti has put the rupiah’s early rally at risk by shifting from higher-yielding rupiah securities (SRBIs), which attracted foreign inflows, toward hedging incentives. At her first policy meeting on Wednesday, Bank Indonesia left its benchmark rate unchanged and indicated it would not allow SRBI yields to rise further. The move addresses friction with the finance ministry, which has argued that heavy SRBI issuance—more than $60 billion outstanding at its June peak, when 12-month yields reached a record 7.74%—was diverting investor demand from government bonds.
Put On FB & IG 📌 Update: AI in HR is moving decisively from pilot projects and narrow tools such as résumé screening toward agentic workflow automation and enterprise-wide orchestration—where the greater investment opportunity lies in redesigning the HR operating model. The overall market is estimated at roughly $6.3–$8.3 billion in 2026 and is projected to reach $16.8–$21.8 billion by 2030–31, implying 19–25% annual growth; AI workflow software is the highest-growth segment, expanding from $2.7 billion to $24.6 billion by 2036. Adoption is already broad, with 81–87% of enterprises using, testing, or scaling AI in recruiting, while 39% of HR functions have deployed AI and a further 7% expect to adopt it in 2026
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‼️ 🇨🇭 🇨🇳 Switzerland and China have agreed on a new trade accord that removes tariffs on 99.8% of Swiss exports to China, granting duty-free access for signature products such as watches, pharmaceuticals, and precision instruments. The deal, which covers nearly all current Swiss shipments, is part of Beijing’s effort to deepen ties in Europe amid its ongoing strategic rivalry with the US for global influence. China ranks as Switzerland’s third-largest trade partner after the EU and the US
‼️ The S&P 500 has outperformed Bitcoin in 2026 and over the past five years, underscoring the advantage of earnings-backed, lower-volatility compounding over Bitcoin’s highly cyclical return profile. By mid-August, the S&P 500 was up 13.4% year to date and had notched 27 record highs, while Bitcoin was down roughly 27%—including a 20% decline over the preceding 90 days, versus a 5% gain for US equities. The divergence reflects a market rewarding profitable AI-led corporate growth and cash-flow visibility, while Bitcoin remains more exposed to liquidity shifts, sentiment, and punishing drawdowns
‼️ BREAKING: US consumers’ median stock-market investment value has climbed to a record $350,000—more than double its level two years ago and up $150,000, or 75%, since January. Covering direct equities, mutual funds, 401(k)s, and IRAs, the figure had never meaningfully exceeded $150,000 before 2024, underscoring the powerful wealth gains accruing to asset owners.