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August's CPI print landed in line with forecasts, but the internals were hot enough, and oil expensive enough, that futures markets now price close to a 90% chance the Federal Reserve raises rates on September 16, not cuts them. Here is what changed, what it means across asset classes, and how Indian investors should read the setup.

Two events, eight days apart, have moved the Fed from a stable hold to what markets now treat as better than even odds of a hike on September 16. For portfolios built on the assumption that the next Fed move would be down, this week forces a rethink.

The combined message is no longer whether spending continues, it clearly does, but whether the returns show up on a timeline investors are willing to fund.

SpaceX approaches its first lock up window, the Magnificent Seven deliver a divided earnings season, and the yen gives back half its intervention gains. Three separate stories, one common thread of supply and demand.

On November 3, control of Congress, thirty nine governorships, and the market's most reliable seasonal pattern all come due at the same time.

Learn which records to keep for RSUs, from vesting and sale documents to exchange rates and ITR filing, to calculate taxes accurately.

Learn how to calculate RSU taxes in India, from vesting tax and cost basis to capital gains and multiple vesting lots

Learn who must report foreign RSUs in Schedule FA, what to disclose, how to value them, and avoid filing mistakes