Daily Voice: Can India's structural growth themes drive long-term compounding? Rohit Sarin answers

• The Newsquawk "Week In Focus" report outlines a dense economic calendar for the period of August 3rd-7th, 2026, highlighting critical global data releases. • Key events include the OPEC JMMC meeting, Chinese Manufacturing and Services PMIs, and the US Treasury Refunding Announcement (QRA).

• The Federal Reserve maintained current interest rates and kept its official statement largely unchanged during its most recent meeting. • Economist Jason Furman analyzed the implications of Fed Chair Warsh’s news conference, framing the decision as a potential test of the central bank's credibility.

• Market analysts have identified Balkrishna Industries, Gokaldas Exports, and Graphite India as key stocks likely to experience significant price action this week. • The projections are based on technical chart analysis to determine potential entry and exit points for traders.

• Rohit Sarin of Client Associates has upgraded his market stance, moving mid-caps to "overweight" and small-caps to "neutral." • Sarin suggests a potential 10% market rally is possible, though it remains contingent on the evolution of geopolitical tensions in West Asia.

• Moneycontrol Pro Weekender analyzes how macroeconomic trends are influencing Q1 earnings reports, focusing on the shift from broad market trends to company-specific results. • Key global concerns include the West Asia conflict's impact on input prices, the volatility of AI-driven stocks, El Nino's effects, and fluctuating consumption and investment demand.

• LiveWire shares surged this week after reporting strong second-quarter financial results, including a 55% year-over-year increase in revenue. • Key growth drivers included the acquisition of Dust Motorcycles, improved cost discipline, and the commencement of production for the S4 Honcho platform.

• Technology stocks are rebounding on the Nasdaq following a period of sharp declines, as investors begin "buying the dip." • The recovery is being driven largely by strong financial results reported by Microsoft, which have boosted market confidence.

• Former Fed official Kevin Warsh highlighted significant discrepancies in how the Federal Reserve measures inflation, questioning whether the actual rate is 3.7% or 2.2%. • In separate retail news, Costco has reached a $14 million email settlement, allowing eligible customers to claim payments up to $500 by the August 24 deadline.

• Wall Street is bracing for a critical week featuring the monthly U.S. jobs report and earnings releases from major companies, including McDonald's and SpaceX. • Investors are closely monitoring employment data as job growth slows, reflecting broader economic concerns regarding inflation's impact on households and businesses.

• ENGIE has raised its 2026 outlook following strong financial results for the first half of the year. • The company reported CapEx of EUR 22.9 billion, driven largely by the EUR 19 billion acquisition of UK Power Networks.

• Two Federal Reserve officials dissented against the decision to hold interest rates steady, arguing that a rate hike was necessary to combat elevated inflation. • The internal conflict over monetary policy intensified during Kevin Warsh’s second meeting as chairman of the Federal Reserve.