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August 25, 2026

Morning Brief — 25 Aug 2026

MORNING BRIEF
Markets · Logistics · Technology · Startups · Three lines worth keeping
Tuesday, 25 August 2026
 
Before the open
 
01 NIFTY 50 last closed at 24,219.05 (-0.14%).
02 Institutional flows: FII +1,182 Cr; DII +2,493 Cr.
03 Overnight US: S&P 500 (SPY) -0.29%; Nasdaq 100 (QQQ) -1.00%.
04 Macro moves: BTC +4.23%; TQQQ -3.03%.
Where things stand
 
India
Index Close Change
NIFTY 50 24,219.05 -0.14%
BankNIFTY 57,525.95 -0.41%
India VIX 11.70 +4.46%
Overnight
Index Close Change
S&P 500 (SPY) 763.47 -0.29%
Nasdaq 100 (QQQ) 706.32 -1.00%
S&P Futures 71.25 +1.48%
CRUDE (USO)
132.21
-1.80%
GOLD
4,654.48
+0.05%
USD/INR
95.74
-0.03%
TQQQ
$69.01
-3.03%
BTC
$80,704
+4.23%
ETH
$2,513
+2.70%
Leading Metal +1.59%Realty +0.60%
Lagging PSU Bank -0.93%Media -0.58%
Worth reading
 
Markets
Dollar struggles for traction as markets weigh Iran sanctions, Treasury buybacks
Dollar lost ground as Treasury announced expanded Iran sanctions and Treasury Secretary Bessent pledged buyback support for longer-dated yields.
Technology
Apple to Launch New Mac Mini; AirPods 5 and OLED iPad Mini Timing Details
Apple Inc. is gearing up to launch a new version of its Mac mini desktop computer for the first time in almost two years, according to people familiar with the matter.
Startups
Situational Awareness, star AI hedge fund that nearly imploded, now being probed by the SEC
SEC subpoenaed banks that worked with Situational Awareness hedge fund after the AI-focused firm lost billions in July stock downturn.
Logistics
Trump vows 50% tariffs on Canada cars, trucks, auto parts, steel
Trump announced 50% tariffs on Canadian cars, trucks, auto parts, and steel effective January 1 after trade negotiations broke down Friday.
Also on the radar
 
Markets
Gold touches highest level since mid-May as buying momentum builds
Gold reached highest level since May 14 as Treasury buyback announcement drove buying, with PCE inflation data and Warsh speech coming this week.
Three lines to think about
 
Practice Three forces drive any decision: clarity, restlessness, inertia. Name the one behind yours.
Leverage Do not scale a relationship faster than you have tested it.
Signal When two credible sources disagree, the disagreement is the finding — go read what generated it.
Download the PDF
Market data: NSE India, Twelve Data, Yahoo Finance and CoinGecko. Headlines from public RSS feeds; titles link to their original sources. Story blurbs are drafted by Claude from the linked articles — all figures above come from the data sources, not the model. Personal research note; not investment advice.
Udit Kakar · Morning Brief · Research, not investment advice
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