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Daily Equity - Markets Hold Higher: Is the Small-Cap Stampede Built On Thin Air?

Markets Hold Higher: Is the Small-Cap Stampede Built On Thin Air?

Indian equity markets closed higher for the fourth straight session on Monday, extending gains across major indices. But beneath the bullish surface, the small-cap frenzy continues to spark debate: is this a sustainable rally, or a bubble forming in plain sight?

Daily Equity - Dollar's Traditional Correlation With Treasury Yields Unravels Amid Policy Concerns

Dollar’s Traditional Correlation With Treasury Yields Unravels Amid Policy Concerns

For years, investors have leaned on a seemingly stable correlation: as U.S. Treasury yields rose, so did the strength of the dollar. This relationship made intuitive sense—higher yields suggested a healthy U.S. economy and attracted global capital, which in turn supported the greenback. But recent developments are challenging this long-standing dynamic.

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