Crude, Hormuz & more: What will drive stock market this week - The Times of India

• Treasury trading is becoming more concentrated around the designated pricing times used for fixed-income indexes, particularly on the final trading days of the month. • This trend is highlighted in a recent analysis by Liberty Street Economics, the research blog of the Federal Reserve Bank of New York.

• U.S. Treasury yields surged on Wednesday as government debt costs climbed due to multiple economic factors. • The 10-year note yield reached 5.125%, a peak not seen since before the global financial crisis.

• Wall Street's main indexes traded lower on Wednesday due to rising crude prices and government bond yields. • Microsoft plans to invest over $10 billion in cloud and AI infrastructure across the UAE, Saudi Arabia, Qatar, and Kuwait by 2030.

• Quadient reported gains in the first half of 2026 due to digital growth and increased cash flow, as stated during their recent earnings call. • The company's management discussed their strategy, including investing in the business, potential smaller acquisitions, and share buybacks, with a focus on making digital the largest activity of the group.

• Europe's economy is showing unexpected signs of health despite conflicts in the Middle East and Ukraine driving up energy costs, according to recent surveys. • A survey by Reuters found that the economy is withstanding the energy shock better than expected, with businesses adapting to the higher costs.

• The European Commission has proposed releasing €4.2 billion in cohesion funds to Hungary due to recent reforms in the country. • The funds will be unlocked pending approval from the EU Council, which will review the proposal before making a decision.

• The European Central Bank is responsible for maintaining price stability in the euro area to preserve the purchasing power of the euro. • The weekly financial statement format is determined by Guideline EU 2024/2941, which outlines the legal framework for accounting and financial reporting in the European System of Central Banks.

• Quadient reported strong first-half 2026 results, with a 13% increase in Digital Annual Recurring Revenue (ARR), which is a forward-looking indicator of future subscription-related revenue. • The company generated €34 million in free cash flow during the same period, demonstrating its ability to produce liquidity.

• The Euro slid against the US Dollar on Wednesday after the release of strong US business activity data, which was stronger than expected and reinforced expectations of another Federal Reserve rate hike. • The US business activity data, also known as the Purchasing Managers' Index (PMI), was higher than anticipated, leading to increased bets on a Fed rate hike and subsequently lifting the US Dollar.

• The European Central Bank is responsible for maintaining price stability in the euro area and preserving the purchasing power of the euro. • The ECB's main task is to ensure price stability, which means keeping inflation low and stable, allowing people to buy goods and services with the same amount of euros over time.

• The UK's economic outlook has improved due to new government measures that are expected to boost growth, according to the OECD. • Oil prices have risen above $100 a barrel after reversing earlier declines, and backlogs of work are increasing sharply as a result.

• The S&P CoreLogic Case-Shiller Home Price Index measures the value of single-family housing within the United States, providing insight into the housing market. • The index is a composite of single-family home price indices for the nine U.S. cities, offering a broad view of the market's performance.