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US Stock Market: Prolonged conflict could lift US inflation sharply

Economictimes.indiatimes.com 

Escalating Middle East tensions and disrupted oil flows through the Strait of Hormuz pose a major inflation risk for the United States, with a Federal Reserve Bank of Dallas study warning prices could surge sharply if conflict involving Iran persists, according to Reuters.

US, Israel and Iran agree to a 2-week ceasefire as Trump pulls back on his threats

Times Union 

Iran, the United States and Israel reached a two-week ceasefire in the war that tore across the Middle East and disrupted the global energy market, with U.S. President Donald Trump pulling back from his threats to destroy Iranian “civilization.” But questions emerged over what appeared to be dueling proposals, with Iran insisting it would control and charge ships passing through the Strait of Hormuz as well as enrich uranium. Trump initially said Iran proposed a “workable” 10-point plan that could... Читать дальше...

Crude oil price crash: 25 stocks which benefit the most from Iran war ceasefire

Economictimes.indiatimes.com 

A two-week ceasefire between the US and Iran has boosted Indian stocks. Brent crude prices fell significantly after the agreement to reopen the Strait of Hormuz. This eased supply disruption fears, leading to sharp gains in aviation, refining, and infrastructure sectors. Companies with significant Middle East exposure saw substantial rallies. The development is expected to positively influence market sentiment.

RBI Inflation 2026–27: Sanjay Malhotra & Co raises FY26 inflation projection to 4.6%

Economictimes.indiatimes.com 

The Reserve Bank of India's Monetary Policy Committee has revised its inflation forecast for fiscal year 2027, maintaining the benchmark repo rate at 5.25 percent. This strategic choice reflects the central bank's aim to stabilize a declining rupee while promoting robust economic growth, with last year's real GDP growth recorded at an impressive 7.6 percent.

Hyundai Motor India to increase car prices up to 1% effective May 2026

Economictimes.indiatimes.com 

Car prices are set to rise by up to one percent starting May 2026. This adjustment is a result of increasing costs for various components. The company has worked to absorb these rising expenses. However, the significant escalation in input costs has made a small price revision necessary. The exact increase will differ across car models and variants.

India's 10-year bond yield nears 6.90% on Iran ceasefire, RBI decision awaited

Economictimes.indiatimes.com 

Indian government bonds experienced a significant surge on Wednesday, driven by a sharp drop in oil prices following a U.S.-Iran ceasefire agreement. This development eased fears of escalating conflict, boosting market sentiment ahead of the Reserve Bank of India's policy announcement. Investors are keenly awaiting the RBI's guidance on domestic risks amidst shifting global financial narratives.


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