A visual briefing with the important signals of the day, followed by context and source links.
US long rates, AI infrastructure and the latest India business signals — read the source-linked context below.
A reported expansion of technology activity and employment in Hyderabad.
Long-duration yields can affect mortgages, valuations and the cost of capital.
The economics of compute increasingly depend on power, chips, data centres and capital.
AI adoption can change workforce needs, software spending and capital allocation.