Markets

J.P. Morgan has shifted its US Federal Reserve rate hike forecast forward to December 2026 after the Fed held rates steady at its July meeting, citing persistent inflation risks. The call adds to a divided market outlook and could lift yields and strengthen the dollar if it proves correct.

Bajaj Finance, M&M, Tata Steel, Swiggy, Hyundai Motor India, NSDL, Vedanta, Torrent Pharma, IRFC, and Gillette India all report Q1 FY27 results on July 30. The results will shape near-term sentiment across NBFCs, autos, steel, consumer goods, and listed tech platforms.

The Dow Jones dropped roughly 900 points ahead of the US Federal Reserve's July 2026 rate decision as rising oil prices stoked fears of a more hawkish signal from Fed Chair Kevin Warsh. Rate-sensitive stocks and broader equities sold off as traders cut risk before the Fed's announcement.

The Dow Jones fell over 1,100 points, or 2.1%, on July 30, 2026, with the sharpest drop arriving after Fed Chair Kevin Warsh's press briefing following the central bank's decision to hold rates steady. The selloff signals investors see little prospect of rate cuts arriving soon, putting broad pressure on equities.

The US Federal Reserve meets this week with markets debating a rate hold versus a surprise hike. A hike would strengthen the dollar, pressure the rupee, and trigger foreign capital outflows from Indian equities and bonds.

More than a dozen major Indian companies including Adani Enterprises, Asian Paints, Eicher Motors, Waaree Energies, Dabur, and Hexaware Technologies are reporting Q1 FY27 results on July 29.

The Dow Jones Industrial Average jumped 650 points on July 29, 2026, as Apple joined Nvidia in reaching a historic market milestone. The broad rally signals renewed investor confidence in mega-cap technology stocks and blue-chip equities more widely.

More than a dozen major Indian companies, including L&T, HUL, Ambuja Cements, Canara Bank, and Suzlon, report April-to-June quarter results on July 28, 2026. The earnings will give markets a broad read on infrastructure, consumer demand, credit quality, and energy sector health heading into Q2 FY27.

Chinese memory chipmaker ChangXin Memory Technologies (CXMT) surged 466 percent on its Shanghai Stock Exchange debut, hitting a $484 billion valuation and becoming the most valuable company on that exchange.

India's 10-year bond yield fell sharply on Monday, its biggest drop in two months, after Brent crude collapsed nearly 13% across two sessions following a US-Iran fighting pause. Lower oil prices ease India's inflation and current account risks, giving the RBI more room to hold its easing stance.

Brent crude dropped $6.20 to $90.58 and WTI fell $5.80 to $83.51 on Monday after the US and Iran paused military strikes, raising hopes of a diplomatic solution. Shipping through the Strait of Hormuz remains well below normal, and Houthi attacks on Saudi Red Sea installations keep the supply outlook fragile.

IDFC First Bank reported a record quarterly net profit of Rs 1,075 crore in Q1 2026, up 132% year-on-year, supported by 21.1% growth in net interest income and Rs 514.8 crore in CGFMU scheme claims. Gross NPAs fell to 1.51%, signalling continued improvement in asset quality.

Manipal Health Enterprises has priced its Rs 9,275 crore IPO at Rs 560 to Rs 590 per share, with the issue opening July 29, 2026. The bulk of proceeds, drawn from an Rs 8,000 crore fresh issue, will go toward debt repayment and buying a minority stake in Sahyadri Hospitals.

Around 25 companies including AU Small Finance Bank, IDFC First Bank, and Zen Technologies report Q1 FY27 earnings on July 25. Results arrive as Indian stocks extend a five-session losing streak amid geopolitical tensions and high crude oil prices, making management guidance the key focus.

Wall Street faces a high-stakes week as the Federal Reserve delivers its latest interest rate decision alongside earnings from major technology and AI companies. The combination could set the tone for US equity markets through the second half of 2026.

AU Small Finance Bank, IDFC First Bank, Dr. Reddy's Laboratories, Zen Technologies, SBFC Finance, and Birla Corporation all report Q1 FY27 earnings on July 25, 2026. Results will offer early signals on retail credit health, US generics pricing, defence order flows, and cement sector margins.

The Dow, S&P 500, and Nasdaq struggled for direction on July 24, 2026, as a tech-sector rout and new Trump tariffs arriving simultaneously unsettled investors. The dual pressure raises margin concerns for import-heavy companies and clouds near-term earnings guidance across major indices.

Rekha Jhunjhunwala sold roughly 7.38 crore Star Health shares in FY27, cutting her stake from 15.5% to 3.04% and erasing the promoter holding entirely by June 30, 2026. The stock fell over 1%, and Star Health now has no promoter on record, raising governance and institutional ownership questions.

The Dow, S&P 500, and Nasdaq all fell on July 24, 2026, as rising oil prices pressured sentiment. Investors were also holding back ahead of major earnings reports from Alphabet and Tesla, two of the heaviest-weighted names in U.S. indexes.

Swiggy shares fell more than 7% on July 24, 2026, nearing a record low after the company proposed capping foreign ownership at 49.5%. The move risks triggering passive fund outflows and possible removal from global indices, compounding a 41% decline over the past year.