1. Trump Declares Iran Ceasefire ‘Over’, Markets Brace for Fresh Volatility

Global markets are on edge after US President Donald Trump declared the ceasefire with Iran was “over”, raising fears of renewed military escalation in the Middle East. Investors will closely watch oil prices, safe-haven assets and global equities for the next market cues.

2. Oil Prices Climb as Middle East Tensions Intensify

Crude oil extended gains after fresh US strikes on Iranian targets, reviving concerns over disruptions to shipping through the Strait of Hormuz. Higher oil prices could weigh on inflation, India’s import bill and sectors such as aviation, paints and chemicals.

3. Dalal Street Looks to Recover After Sharp Sell-Off

The Sensex and Nifty suffered their steepest one-day decline in months as geopolitical tensions triggered a broad risk-off move. Investors will be watching whether bargain hunting emerges or global uncertainty continues to pressure equities.

4. Earnings Season Picks Up: Stock-Specific Action Ahead

Quarterly earnings will return to the spotlight as more companies report results. Investors are expected to focus not just on profits, but also on management commentary around demand, margins, capital expenditure and the outlook for the rest of the financial year.

5. Keep an Eye on the Rupee, FIIs and Bond Yields

The rupee weakened sharply amid rising geopolitical risks, while higher crude prices and foreign investor flows are likely to remain key drivers of market sentiment in today’s session. Any further escalation in the Middle East could increase volatility across asset classes.