Euro area: Inflation overshoot extends ECB hiking path – Societe Generale

• SigmaRoc shares rose 12.6% following the release of its H1 2026 earnings report showing profit growth. • The company added 64 million tons of high-grade reserves to its Gotland quarry in Sweden and is launching a Belgium aggregates plant with a 2 million ton annual capacity.

• Three daughters inherited a stake in The New Yorker and received approximately €1.4 billion in dividends. • The payout increased the estimated net worth of each individual heir to $3.5 billion.

• SigmaRoc reported its H1 2026 results, highlighting an 11% increase in EBITDA and the acquisition of a strategic dolime business. • The company completed its operational excellence program, which expanded profit margins by 200 basis points.

• The ASEAN+3 Macroeconomic Research Office (AMRO) reported on September 7, 2026, that Thailand's economy performed better than expected due to technology exports, fiscal spending, and investment. • Economic growth is projected at 2.4 percent for both 2026 and 2027, with inflation expected to be 1.6 percent and 1.3 percent respectively.

• Analysts expect the Indian stock market to be driven next week by the West Asia conflict, crude oil prices, and US inflation data. • Ajit Mishra of Religare Broking Ltd noted that investors are monitoring how stronger-than-expected US employment data affects the Federal Reserve's September policy decision.

• Bernstein warned that rising U.S. Treasury yields continue to pose an underpriced risk to Asian stock markets. • Earnings expectations have reached record levels in Japan, South Korea, Taiwan, and Thailand, which may mask underlying vulnerabilities.

• Asia-Pacific stock markets rallied on Monday driven by gains in the technology sector despite ongoing tensions in the Middle East. • Japan's NIKKEI rose 2.30% to 66,514.12 and South Korea's KOSPI grew 2.99% to 6,887.20, while China's Shanghai SSEC slid 0.11%.

• Asian stock markets rallied on Monday as a surge in chipmaker shares lifted indices across the region. • India's Nifty 50 gained 0.1%, while Thailand's SET rose 1.1% and Japan's TOPIX climbed 0.6%.

• Morgan Stanley analysts report that banks in Singapore and Hong Kong are positioned to benefit most from the deepening of Asian capital markets in the second half of the year. • Multinational companies are expanding across Southeast Asia due to geopolitical tensions and a desire to diversify supply chains away from a single manufacturing hub.

• The Sensex dropped 383 points and the Nifty fell below 23,800 during the most recent trading session. • Pharma stocks rose 0.75%, while other sectors including Information Technology, Media, Metal, PSU Bank, and Realty fell between 1% and 2.8%.

• Indian stock indices Nifty and Sensex are expected to open flat on Monday as geopolitical tensions between the US and Iran drive up crude oil prices. • Gift Nifty is currently trading near the 24,000 mark amid rising US Treasury yields and renewed geopolitical risks.