🏦 Fed Week + Big Tech Earnings Ahead
The U.S. Federal Reserve is expected to cut interest rates by 0.25%, while major tech giants — Apple, Microsoft, Amazon, Meta, and Google — are set to announce their quarterly earnings.
💡 Impact: Lower rates often boost investor confidence and make borrowing cheaper, pushing stock prices higher.
🤝 U.S.–China Trade Optimism
Markets are rising on renewed hopes of a U.S.–China trade agreement as both nations hint progress ahead of the Trump–Xi meeting.
💬 Impact: Reduced trade tension supports global growth and market sentiment.
🇯🇵 Japan’s Nikkei Crosses 50,000 Mark
The Nikkei 225 hits a record high for the first time ever on stimulus expectations and investor euphoria.
🚀 Impact: Signals global risk appetite and growing optimism across Asian markets.
🇮🇳 India’s Top Firms Add ₹1.55 Lakh Crore in Market Value
Seven of India’s top ten most-valued companies saw strong gains, led by Reliance Industries and TCS.
📊 Impact: Reflects strong domestic sentiment and resilience in large-cap Indian stocks.
⚠️ Experts Warn of Valuation Risks
Analysts caution that markets may be overvalued, driven more by optimism than fundamentals.
📉 Impact: If earnings disappoint or inflation rises again, a correction could follow.
🔎 What to Watch This Week:
- 💰 Interest Rates: Market reaction to the Fed’s guidance on future rate cuts.
- 📈 Corporate Earnings: Whether megacaps beat expectations or just meet them.
- 🌏 Geopolitics: Outcome of the U.S.–China meeting and trade deal clarity.
- 🇮🇳 India Focus: Watch if the rally broadens to mid- and small-cap stocks.
- 💸 Flows: Foreign Institutional Investor (FII) inflows and rupee movement.
🗣️ Market Tone:
Investors remain upbeat but cautious — watching for Fed comments, global trade developments, and tech earnings to decide the next move.
