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Ep: 1363 | Daily money show | stock market news

79.1K views ยท Aug 03, 2026 ยท 23:14 min ยท Watch on YouTube โ†—
Takeaway

A relief rally can coexist with bond-market, valuation and inflation risks that investors still need to monitor.

Summary

  • Renewed USโ€“Iran talks and the cancellation of a planned attack are linked to falling crude and a broad equity recovery.
  • Better-than-feared Indian quarterly results and positive management guidance provide additional support, with the RBI policy outcome another near-term catalyst.
  • Rising US long-term bond yields are presented as a risk alongside richly valued AI-driven equities.
  • The host reports a delay in Indian government-bond inclusion in a Bloomberg index, potentially postponing substantial foreign inflows.
  • Weakness in South Korea's KOSPI is discussed as a possible global risk signal based on historical episodes, rather than proof of an imminent crash.
Bond YieldsGlobal MarketsRBI Policy
Original description 
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