Market calendar

Beat on a ~44% drop in provisions; core NII +8% to ₹14,646 cr; NIM eased to 3.46%.

Lower provisions (-45% YoY) and ~15% loan growth offset NIM pressure.

Beat estimates; consolidated PAT ₹15,440 cr (+14%); provisions down ~30% YoY.

NIM slipped to a record-low 3.26%; gross advances +15.4% YoY.

Housing starts rebounded sharply from May's weak 1.20M; building permits, a leading gauge, eased to 1.37M (-3%).

Factory, mining and utility output edged up in June — a gauge of the industrial economy's health.

Second straight monthly rise and highest since February on cheaper gas; 1-yr inflation expectations eased to 4.2% from 4.6%.

Profit more than doubled and beat the ~₹3,070 cr estimate on stronger steel prices, higher volumes and a better product mix.

Record recurring PAT & EBITDA (₹54,067 cr, +10%); reported PAT fell only because last year's base had a large one-off other-income gain.

Weekly layoffs pulse; 208K is a multi-week low — labor market still tight.

Core gauge of US consumer spending; June +0.2% MoM, +6.7% YoY (gas-station drag; ex-gas +0.7%).

Reliance's financial-services arm; profit up on dividend income, Jio Credit AUM ₹30,667 cr (2.6x YoY).

No.3 IT exporter; muted profit, soft Q2 guide (-1.5% to +0.5% CC), ₹2 interim dividend.

Crude stocks fell 1.7M bbl to 409.7M (~6% below the 5-yr average), swinging back to a draw after last week's build — supportive for oil prices.

Wholesale inflation cooled to 5.5% YoY (-0.3% MoM SA), below the 6.2% forecast and down from 6.0% — echoing the soft June CPI and easing pressure on the Fed's PCE gauge.

Second day of the semiannual Monetary Policy Report — followed the soft June CPI/PPI as traders parsed the rate path into the July 29 FOMC.

Wholesale inflation rose to 9.87% on fuel (+27.4%) and food (+6.14%) — far above retail CPI at 4.38%, a squeeze on producer margins.

Headline CPI fell to 3.5% YoY; prices dropped 0.4% on the month, the biggest 1-month fall since April 2020, as energy slid 5.7%. Core held at 2.6%.

PAT +20% YoY, revenue ₹34,579 cr (+13.9%); ₹12/share interim dividend; FY27 guidance held at 1-4% cc.

Deficit widened ~59% YoY as imports (+31%) outpaced exports (+15.5%) — pressures the rupee and current account.

17-month high — food inflation crossed 5% (5.32%), firming the case for a hawkish RBI on Aug 4-6.

Layoffs staying low even as hiring cools — claims steady near 215K.

Kicked off India's Q1 season — ₹12 interim dividend, $9.5B order book, margins at 24%.

First build after 10 straight weekly draws — a swing factor for crude prices.

NYSE & Nasdaq shut (July 4 falls on Saturday); thin global liquidity.

Weak +57K print — hiring is cooling, which feeds Fed rate-cut expectations.

Weekly US crude stockpile change — moves oil prices and energy stocks.

Indian equity, F&O and currency markets shut for the day — no trading.

Indian equity markets shut for the day — no cash or F&O trading.

Weekly US crude stock change — moves oil prices and energy stocks.

Weekly US oil stockpiles — swings crude prices and energy stocks.

Upper bound of the fed funds target — anchors global rates and the dollar.

Key US inflation print; drives Fed policy path and US bond yields.

Headline US labour-market gauge; shapes Fed rate expectations and global risk sentiment.