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Banks ask India's RBI for 3 months to comply with FX position caps, sources say http://reut.rs/4sEAWzE http://reut.rs/4sEAWzE
A five-yearly churn of leadership posts from bottom to top has begun. The gigantic reshuffle will fuel anxiety among China’s already twitchy military and political elites https://www.economist.com/china/2026/03/29/chinas-leadership-is-about-to-be-shaken-up?taid=69c938a0f7ed800001b23ea1&utm_campaign=trueanthem&utm_medium=social&utm_source=twitter
Key Events This Week:
1. US Market Futures Open, Iran War Day #30 - Today 6 PM ET
2. Fed Chair Powell Speaks - Monday
3. March Consumer Confidence data - Tuesday
4. February JOLTS Job Openings data - Tuesday
5. March ADP Nonfarm Employment data - Wednesday
6. March Retail Sales data - Wednesday
7. March Jobs Report - Friday
Buckle up for a big week ahead.
1. US Market Futures Open, Iran War Day #30 - Today 6 PM ET
2. Fed Chair Powell Speaks - Monday
3. March Consumer Confidence data - Tuesday
4. February JOLTS Job Openings data - Tuesday
5. March ADP Nonfarm Employment data - Wednesday
6. March Retail Sales data - Wednesday
7. March Jobs Report - Friday
Buckle up for a big week ahead.
US drugmaker Eli Lilly will sign a $2bn deal with a Hong Kong-listed company that uses AI for drug discovery, according to sources familiar with the matter, highlighting the global pharmaceutical sector’s increasing reliance on medicines developed in China https://ft.trib.al/82KhOJm
'Beyond frustrated' Verstappen says eighth was best he could do http://reut.rs/4s58aHo http://reut.rs/4s58aHo
There is growing scrutiny on the new prediction market platforms that have made it possible to bet directly on geopolitical developments, some with less oversight than others. https://www.bloomberg.com/news/articles/2026-03-29/event-wagers-face-143-million-insider-problem-as-war-bets-boom?taid=69c93774f7ed800001b23e8b&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
“When you hear Rick Perry and psychedelics, you kind of turn your head...and go, ‘wait a minute, that doesn’t compute.’”
On “The Weekend Intelligence”, how @GovernorPerry got turned on to ibogaine" https://www.economist.com/podcasts/2026/03/28/the-red-state-psychedelic?taid=69c93773802c97000147a6ec&utm_campaign=trueanthem&utm_medium=social&utm_source=twitter
On “The Weekend Intelligence”, how @GovernorPerry got turned on to ibogaine" https://www.economist.com/podcasts/2026/03/28/the-red-state-psychedelic?taid=69c93773802c97000147a6ec&utm_campaign=trueanthem&utm_medium=social&utm_source=twitter
Vietnam arrests 74 over falsified environmental, waste water data
https://www.scmp.com/news/asia/southeast-asia/article/3348320/vietnam-arrests-74-over-falsified-environmental-waste-water-data
https://www.scmp.com/news/asia/southeast-asia/article/3348320/vietnam-arrests-74-over-falsified-environmental-waste-water-data
Mourners gathered in Choueifat to say goodbye to three Lebanese journalists killed in an airstrike that Israel's military said targeted one of the reporters
Some trades ahead of Trump policy moves raise questions http://reut.rs/4uZkQ58 http://reut.rs/4uZkQ58
Petron Corp., the Philippines’ only refiner, has procured 2.48 million barrels of crude oil from Russia to support domestic energy needs with the war in Iran raging. https://www.bloomberg.com/news/articles/2026-03-29/philippine-refiner-petron-buys-russian-crude-eyes-more-if-iran-war-persists?taid=69c93644f7ed800001b23e89&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
Midterm years have been notoriously weak for the stock market. But year three of the Presidential cycle has been extremely strong…
See more stock market “pros” and “cons” in our Q2 Outlook: https://www.bespokepremium.com/interactive/posts/think-big-blog/the-bespoke-report-equity-market-pros-and-cons-q2-2026
See more stock market “pros” and “cons” in our Q2 Outlook: https://www.bespokepremium.com/interactive/posts/think-big-blog/the-bespoke-report-equity-market-pros-and-cons-q2-2026
French factory closures jumped almost 30% last year after rising pressure from Asian competitors and the blow from US tariffs, while the number of new openings also declined. https://www.bloomberg.com/news/articles/2026-03-29/french-factory-closures-jump-30-on-asia-pressure-us-tariffs?taid=69c9351ad12de60001c69f2c&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
He was no Laurence Olivier or Dustin Hoffman. He didn’t have the presence of Sylvester Stallone or the craggy heft of John Wayne. But people wanted to believe in Chuck Norris. We remember the life of the action-movie star https://www.economist.com/obituary/2026/03/26/chuck-norris-made-onions-cry?taid=69c9351997e3d300011d8253&utm_campaign=trueanthem&utm_medium=social&utm_source=twitter
A next-week watchlist highlights Polymarket's planned fee market expansion and successive TGEs for Based and edgeX during 3.30–4.5. The body provides no additional reporting details.
As the Iran war heads into a fifth week, Wall Street bank strategists have been touting trades that would pay off if a stock-market selloff is slow and steady. https://www.bloomberg.com/news/articles/2026-03-29/wall-street-touts-grind-lower-trades-as-iran-weighs-on-stocks?taid=69c93466d12de60001c69f2b&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
The goal of Artemis is less obvious than that of Apollo — so much so that the justification for NASA’s lunar return largely depends on who is answering the question. https://www.bloomberg.com/news/articles/2026-03-29/nasa-s-return-to-the-moon-is-100-billion-bet-on-agency-s-future?taid=69c933e1b7d88c00019f9662&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
Lucrative bets that anticipated Trump's policy surprises warrant scrutiny, experts say http://reut.rs/4bOgCok http://reut.rs/4bOgCok
China protests US alert over security rules change in Hong Kong http://reut.rs/40WB5m1 http://reut.rs/40WB5m1
IOC reinstating gender shows ‘disrespect for women’, Olympic champion Caster Semenya says
https://www.scmp.com/sport/other-sport/article/3348308/ioc-reinstating-gender-shows-disrespect-women-olympic-champion-caster-semenya-says
https://www.scmp.com/sport/other-sport/article/3348308/ioc-reinstating-gender-shows-disrespect-women-olympic-champion-caster-semenya-says
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