{"id":18140,"date":"2025-09-12T08:57:54","date_gmt":"2025-09-12T03:27:54","guid":{"rendered":"http:\/\/43.205.138.160\/?post_type=article&#038;p=18140"},"modified":"2025-09-12T08:57:54","modified_gmt":"2025-09-12T03:27:54","slug":"morning-market-report-12th-september-2025","status":"publish","type":"article","link":"https:\/\/signalz.pro\/article\/morning-market-report-12th-september-2025\/","title":{"rendered":"Morning Market Report \u2013 12th September 2025"},"content":{"rendered":"<p data-start=\"193\" data-end=\"210\"><strong data-start=\"193\" data-end=\"208\">Global Cues<\/strong><\/p>\n<ul data-start=\"211\" data-end=\"644\">\n<li data-start=\"211\" data-end=\"309\">\n<p data-start=\"213\" data-end=\"309\">Wall St closed at record highs as weak US jobless claims boosted Fed rate cut hopes (Sept 17).<\/p>\n<\/li>\n<li data-start=\"310\" data-end=\"378\">\n<p data-start=\"312\" data-end=\"378\">Asia trades firm: Nikkei (+0.8%), Kospi (+0.7%), ASX200 (+0.5%).<\/p>\n<\/li>\n<li data-start=\"379\" data-end=\"466\">\n<p data-start=\"381\" data-end=\"466\">US CPI rose 2.9% YoY, broadly in line with forecasts; 10Y yield eased to <strong data-start=\"454\" data-end=\"463\">4.02%<\/strong>.<\/p>\n<\/li>\n<li data-start=\"467\" data-end=\"564\">\n<p data-start=\"469\" data-end=\"564\">Dollar index slipped to <strong data-start=\"493\" data-end=\"502\">97.57<\/strong>, Brent crude fell to <strong data-start=\"524\" data-end=\"538\">$66.37\/bbl<\/strong>, gold at <strong data-start=\"548\" data-end=\"561\">$3,635\/oz<\/strong>.<\/p>\n<\/li>\n<li data-start=\"565\" data-end=\"644\">\n<p data-start=\"567\" data-end=\"644\">Rupee hit a record low of <strong data-start=\"593\" data-end=\"605\">\u20b988.44\/$<\/strong>; Bitcoin rallied above <strong data-start=\"629\" data-end=\"641\">$115,800<\/strong>.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"646\" data-end=\"674\"><strong data-start=\"646\" data-end=\"672\">Macro &amp; Policy Updates<\/strong><\/p>\n<ul data-start=\"675\" data-end=\"1130\">\n<li data-start=\"675\" data-end=\"821\">\n<p data-start=\"677\" data-end=\"821\">Trump invites Indian ministers for trade talks in Washington next week; US Commerce Secretary hopeful of a deal once Russian oil imports ease.<\/p>\n<\/li>\n<li data-start=\"822\" data-end=\"887\">\n<p data-start=\"824\" data-end=\"887\">ECB kept rates unchanged, but signaled possible December cut.<\/p>\n<\/li>\n<li data-start=\"888\" data-end=\"977\">\n<p data-start=\"890\" data-end=\"977\">GST reforms lower coal costs; DGTR proposes anti-dumping duty on glass fibre imports.<\/p>\n<\/li>\n<li data-start=\"978\" data-end=\"1057\">\n<p data-start=\"980\" data-end=\"1057\">RBI bonds redeemed at <strong data-start=\"1002\" data-end=\"1018\">155.99% gain<\/strong>, exporters seek relief amid tariffs.<\/p>\n<\/li>\n<li data-start=\"1058\" data-end=\"1130\">\n<p data-start=\"1060\" data-end=\"1130\">China considering credit support to settle $1 tn of local govt dues.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"1132\" data-end=\"1159\"><strong data-start=\"1132\" data-end=\"1157\">Domestic Market Setup<\/strong><\/p>\n<ul data-start=\"1160\" data-end=\"1392\">\n<li data-start=\"1160\" data-end=\"1246\">\n<p data-start=\"1162\" data-end=\"1246\">FIIs raised index futures longs to <strong data-start=\"1197\" data-end=\"1207\">10.77%<\/strong>, reflecting improving risk appetite.<\/p>\n<\/li>\n<li data-start=\"1247\" data-end=\"1335\">\n<p data-start=\"1249\" data-end=\"1335\">Lower crude and softer US yields supportive; however, weak rupee could limit upside.<\/p>\n<\/li>\n<li data-start=\"1336\" data-end=\"1392\">\n<p data-start=\"1338\" data-end=\"1392\">Strong rollovers expected into Friday\u2019s expiry week.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"1394\" data-end=\"1422\"><strong data-start=\"1394\" data-end=\"1420\">Sector Themes to Watch<\/strong><\/p>\n<ul data-start=\"1423\" data-end=\"2096\">\n<li data-start=\"1423\" data-end=\"1493\">\n<p data-start=\"1425\" data-end=\"1493\"><strong data-start=\"1425\" data-end=\"1432\">IT:<\/strong> Possible profit booking post Infosys buyback announcement.<\/p>\n<\/li>\n<li data-start=\"1494\" data-end=\"1580\">\n<p data-start=\"1496\" data-end=\"1580\"><strong data-start=\"1496\" data-end=\"1508\">Defense:<\/strong> Positive momentum from US-India talks, HAL and Bharat Forge in focus.<\/p>\n<\/li>\n<li data-start=\"1581\" data-end=\"1688\">\n<p data-start=\"1583\" data-end=\"1688\"><strong data-start=\"1583\" data-end=\"1606\">Solar &amp; Renewables:<\/strong> Govt push for domestic solar cells, PM-KUSUM Phase 2, JSW Energy commissioning.<\/p>\n<\/li>\n<li data-start=\"1689\" data-end=\"1776\">\n<p data-start=\"1691\" data-end=\"1776\"><strong data-start=\"1691\" data-end=\"1710\">Capital Market:<\/strong> Sentiment support from Sebi not pursuing weekly expiry changes.<\/p>\n<\/li>\n<li data-start=\"1777\" data-end=\"1884\">\n<p data-start=\"1779\" data-end=\"1884\"><strong data-start=\"1779\" data-end=\"1797\">Export-linked:<\/strong> Gujarat Ambuja Exports benefits from corn-ethanol push; sugar\/distilleries cautious.<\/p>\n<\/li>\n<li data-start=\"1885\" data-end=\"2021\">\n<p data-start=\"1887\" data-end=\"2021\"><strong data-start=\"1887\" data-end=\"1902\">Financials:<\/strong> Positive triggers from Canara Bank AMC filing, IREDA bond issue, strong delivery data in HDFC Bank and Adani stocks.<\/p>\n<\/li>\n<li data-start=\"2022\" data-end=\"2096\">\n<p data-start=\"2024\" data-end=\"2096\"><strong data-start=\"2024\" data-end=\"2038\">Oil &amp; Gas:<\/strong> GAIL\u2019s CGD arm listing seen as a value-unlocking theme.<\/p>\n<\/li>\n<\/ul>\n","protected":false},"template":"","article-category":[35],"article-tags":[807],"class_list":["post-18140","article","type-article","status-publish","hentry","article-category-learn","article-tags-morning-updates"],"acf":[],"_links":{"self":[{"href":"https:\/\/signalz.pro\/api\/wp\/v2\/article\/18140","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/signalz.pro\/api\/wp\/v2\/article"}],"about":[{"href":"https:\/\/signalz.pro\/api\/wp\/v2\/types\/article"}],"wp:attachment":[{"href":"https:\/\/signalz.pro\/api\/wp\/v2\/media?parent=18140"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/signalz.pro\/api\/wp\/v2\/article-category?post=18140"},{"taxonomy":"article-tags","embeddable":true,"href":"https:\/\/signalz.pro\/api\/wp\/v2\/article-tags?post=18140"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}