Global markets mein aaj thodi tension hai kyunki sabki nazrein Trump-Xi summit aur US Fed ke agle steps par hain. Idhar Rupee **95.88** ke level par trade kar raha hai.
Fed Policy aur Interest Rates
US Federal Reserve ne rates badha kar 3.75-4.00% kar diye hain aur market mein agli meeting mein hike ki probability 58% dikh rahi hai. 18 mein se 16 policymakers aur hikes ke favour mein hain, jisse ab sab Fed officials ki speeches ka wait kar rahe hain taaki 'terminal rate' ka idea lag sake.
Indian Market ka pressure
India mein dollar ki majbooti ka seedha asar dikh raha hai. Rupee 95.88 par band hua hai jo kaafi pressure mein hai. RBI puri koshish kar raha hai lekin crude oil aur global yields ka load market par dikh raha hai. 10-year government bond yield 7.07% par hai aur iske 7.00% se 7.15% ke beech rehne ka anuman hai. RBI liquidity manage karne ke liye variable rate reverse repo jaise tools use kar raha hai.
Energy aur Currency ka haal
Brent crude $101.7 per barrel ke aas-pass hai kyunki Saudi Arabia ne exports badhaye hain. Currency market mein Japanese Yen mushkil mein hai aur USD/JPY pair 160 ke level ke kareeb hai. Geopolitical halaat aur Fed ki comments agle kuch din market ki direction decide karenge.