Global Economic Impact of the US–Israel Conflict With Iran — September 20, 2026 🔹 Energy Prices Surge: Brent crude has moved above $100 per barrel, while LNG prices have risen sharply amid regional infrastructure damage and growing transit risks. 🔹 Strait of Hormuz Disruptions: Blockades, attacks and security risks around the Strait of Hormuz have disrupted a critical route for global oil and gas shipments, increasing volatility across energy markets. 🔹 Refined Fuel Shortages: Reduced regional refining capacity has pushed diesel and gasoline prices higher, in some markets rising faster than crude prices. 🔹 Global Inflation Pressure: Higher energy, freight and shipping costs are increasing input expenses for businesses, with companies passing part of those costs on to consumers. 🔹 Growth Concerns: Higher energy prices and supply disruptions are weighing on economic activity and have contributed to downward revisions in some global growth expectations. 🔹 Higher Borrowing Costs: Renewed inflation concerns have pushed bond yields higher in some major markets, complicating the outlook for monetary policy and financing costs. 🔹 Aviation Under Pressure: Airspace restrictions, route disruptions and higher jet-fuel costs are forcing airlines to reroute flights, reduce capacity and increase fares on affected routes. 🔹 Automotive Disruptions: Supply-chain interruptions are affecting vehicle production and exports, with major manufacturers including Toyota, Volkswagen and Hyundai exposed to logistics and component risks. 🔹 Industrial Input Costs: Disruptions linked to the conflict are adding pressure to prices for industrial materials, electronics components and other critical inputs. 🔹 Global Supply-Chain Shock: The conflict is extending beyond energy markets, with higher transportation costs, longer shipping routes and tighter supplies creating broader risks for manufacturers and consumers. 📌 Market Takeaway: 🔹 The conflict is creating a chain reaction across oil, LNG, refined fuels, freight, inflation, interest rates, aviation, automobiles and global supply chains. Prolonged disruption around the Strait of Hormuz could keep energy-market volatility elevated and increase pressure on both businesses and consumers. #IranConflict #USIsrael #Iran #Oil #CrudeOil #LNG #StraitOfHormuz #EnergyMarkets #Inflation #GlobalEconomy #SupplyChains #Aviation #Automotive #InterestRates #Geopolitics #GlobalMarkets Disclaimer : All content provided is intended solely for educational and informational purposes and does not constitute financial advice. Investors are strongly encouraged to assess their individual risk tolerance, investment objectives, and overall financial situation before making any investment decisions. For personalized guidance, please consult a certified financial advisor. While every effort has been made to ensure accuracy, any inadvertent errors or omissions are regretted. Disclaimer: This update is based on the reported developments provided. Military situations can evolve rapidly, and details may change as additional official information becomes available.

DOMESTIC #STEEL SECTOR BOOSTED BY PRICE SURGE UP TO 24% 🔹 Indian steel majors face renewed investor attention as domestic steel prices rebound up to 24%, driven by rising raw material costs, post-monsoon demand recovery, and lean distributor inventories. 🔹 Rebar prices rose to ₹56,800–₹60,450 per tonne from June lows of ₹48,850, while Hot-Rolled Coil (HRC) reached ₹63,800–₹64,000 per tonne. 🔹 Coking coal costs escalated 22% to ~$283 per tonne from August averages ($232/tonne), prompting steelmakers to implement price hikes of around ₹5,000 per tonne to offset input inflation. 🔹 Domestic steel consumption rose 7% YoY to 70 million tonnes from April to August, outpacing domestic production growth of 3.7% (67.4 million tonnes). 🔹 Tata Steel and Jindal Steel emerge as top analyst picks, with Steel Authority of India (SAIL) and JSW Steel also positioned as prime beneficiaries for H2 FY27. 🔹 Q2 FY27 earnings are expected to remain sequentially mixed due to lag effects, but operating leverage and price realization recovery are projected to improve margins later in FY27. #TataSteel #JindalSteel #SAIL #JSWSteel #SteelSector #IndianStockMarket #DalalStreet #Commodities #EquityUpdate #MarketTrends

Donald Trump seeks to withhold $1 billion in Congress-approved funds

23 Stocks Hit Fresh 52-Week Lows — Sep 26, 2026 🔹 Twenty-three stocks hit fresh 52-week lows. 🔹 Names in the move included NSE, NSDL, Tata Motors PV, Tata Consumer Products, PB Fintech, IRCON, Latent View Analytics, P&G Hygiene and Health Care, SJVN, Bayer CropScience, ICRA, Motherson Sumi Wiring India, India Cements and Reliance Infrastructure. #52WeekLows #NSE #NSDL #TataMotorsPV #TataConsumer #PBFintech #IRCON #EquityUpdate #MarketTrends #IndiaMarkets

Adani group entities swap 86 lakh shares of Adani Enterprises in Rs 2,498 cr block deal

Saudi coalition says it intercepts Houthi missiles, drones

These stocks were the S&P 500, Nasdaq and Dow's top market movers for the day — September 25, 2026. 📈📉

Starbucks ( $SBUX) plans to close about 1% of its 18,000+ North American coffeehouses as part of its “Back to Starbucks” strategy. The company now expects about 440 net new global openings in 2026, down from prior guidance of 600-650.

81% of Bitcoin Supply Has Been Dormant for Six Months or More — Sep 26, 2026 🔹 BlockHorizon and River Financial data show 81% of circulating Bitcoin $BTC, about 16.3 million coins, has not moved in at least six months. 🔹 That leaves an active supply of roughly 3.7 million $BTC. 🔹 Since 2020, holders have added more than 3 million $BTC to dormant wallets, with only 300,000 leaving in early 2026. 🔹 Retail sold a net 140,000 $BTC earlier, then bought back more than 107,000 in the third quarter. 🔹 The tighter active supply points to strong store-of-value conviction and could amplify price moves from even small shifts in demand. #Bitcoin #BTC #Crypto #OnChain #SupplySqueeze #MarketTrends #EquityUpdate

Upcoming Ex-Date for Dividend

Midcap 100 stays weak; support 60,200–60,100, resistance 61,900–62,000. Smallcap 100 shows strength; 19,850–19,900 is key hurdle, with 20,200–20,400 above 19,900. Disclaimer: bit.ly/R_disclaimer02 Source: SSL Research

Bank Nifty falls for 5th straight week, slipping below its swing low. 📉 RSI and EMAs remain weak. 55,100–55,000 is key support; below 55,000, 54,400 is next. Resistance: 56,000–56,100. Disclaimer: bit.ly/R_disclaimer02 Source: SSL Research

Sensex extends its 7th straight weekly fall, in a bearish trend with lower highs/lows. 📉 RSI stays bearish. 74,300–74,400 is key resistance; below 74,400, downside levels are 73,000 and 72,400. Disclaimer: bit.ly/R_disclaimer02 Source: SSL Research

Nifty’s 7th straight weekly fall keeps the trend weak. RSI remains below 40, MACD bearish, with the histogram negative for 30 sessions. 23,270–23,300 is the key hurdle; below 23,300, Nifty may eye 22,800, then 22,600. Disclaimer: bit.ly/R_disclaimer02 Source: SSL Research

#LATEST on Iran's proposal to reopen the Strait of Hormuz: - US President Donald Trump has rejected Iran's "seven-day" proposal to reopen the Strait of Hormuz and halt regional fighting, the Wall Street Journal reports. - Trump told aides he expects to resume bombing after November's US midterm elections, the report says. - Iran's Foreign Minister Seyed Abbas Araghchi says that, if Washington accepts the plan, the strait would reopen on day six and talks on a final deal would begin on day seven.

#Oil prices slide about 2% as #US, #Iran explore path out of #war

Trump rejects Iran’s proposed seven-day ceasefire plan, with a report saying US bombing could resume after the midterm elections. The US President is reportedly sceptical Iran would meet US demands and has told aides renewed strikes are likely.

NTPC Green: Arm Renewable Energy’s Rajasthan Project Commercially Operational; Project's Capacity At 81.34MW

China agreed to import at least 10 million metric tons of coal from the US next year and again in 2028, according to the White House, in a sign of further progress in easing trade frictions between the world’s two largest economies