Close out the week across all three books: crypto majors, Indian equities, and the macro tape that moved both.
What actually mattered: FOMC minutes tone, PBoC's move, and Friday's PMI basket, everything else was noise around those three.
Suzlon DCA either executed on schedule or didn't, no story either way, just the plan.
Next week is the real test: Jackson Hole runs Aug 27–29, Warsh's first keynote as Fed Chair, landing roughly 36 hours after Nvidia earnings. That's where this week's positioning either pays off or gets unwound.
What actually mattered: FOMC minutes tone, PBoC's move, and Friday's PMI basket, everything else was noise around those three.
Suzlon DCA either executed on schedule or didn't, no story either way, just the plan.
Next week is the real test: Jackson Hole runs Aug 27–29, Warsh's first keynote as Fed Chair, landing roughly 36 hours after Nvidia earnings. That's where this week's positioning either pays off or gets unwound.