NVIDIA (NVDA.O) down more than 3% intraday.

World Trade Organization projects global GDP growth of 2.6% in 2026.

Societe Generale analyst Kunal Kundu expects India’s headline CPI to climb to 5.6% YoY in Sept 2026 from 4.8% in Aug, driven by broad-based food inflation and higher energy costs. Core CPI is forecast near 4.5%, signaling rising underlying pressure. Kundu warns that even if the RBI hikes in October, real policy rates would remain negative, implying the central bank may need to tighten further.