Thursday, 1 October 2026. This is what changed between Wednesday's close and this morning, taken from public data and news reports. It is a list of events and numbers, not a view on where the market goes next: I don't publish levels, targets or trade ideas.
Yesterday's session is covered in the post-market report for 30 September, and the previous morning's note is the pre-market report for 30 September.
Global cues this morning
| Market | Latest | Change | As of |
|---|---|---|---|
| GIFT Nifty | 22,633.00 | −44.5 pts (−0.2%) vs 22,677.5 at 3:30 PM on 30 Sep | 6:37 AM IST |
| US 10-year yield | about 5.3% | up about 5 basis points | Wednesday's close |
| US dollar index | about 101.5 | up about 0.1% | Wednesday |
| WTI crude | no level quoted | rose about 1.9% | Wednesday |
| Dow Jones | 50,906.05 | −0.9% | Wednesday's close |
| S&P 500 | 7,651.54 | −0.3% | Wednesday's close |
| Nasdaq Composite | 26,861.06 | +0.2% | Wednesday's close |
GIFT Nifty is a futures contract, so it is not like-for-like with the Nifty 50's close of 22,620.45. It was 12.55 points above that close this morning, and about 0.1% lower than its own previous close of 22,655.5. Asian markets: I did not check them this morning, so I have no figures to report.
I am not printing a WTI or Brent price. Reported crude levels differed across sources on Wednesday, as they did for the 30 September report, and I could not confirm which was right.
Wednesday's numbers at home
| Market | Close | Change |
|---|---|---|
| Nifty 50 | 22,620.45 | −95.75 pts (−0.42%) |
| Sensex | 72,480.29 | −0.07% |
| Bank Nifty | 54,633.05 | +0.69% |
| India VIX | about 13.5 | official close not confirmed |
| USD/INR | 95.94 (29 Sep close) | 30 Sep close not confirmed |
The Nifty closed at its lowest level since 30 March. The Business Standard headline on 30 September said "Sensex, Nifty set to post worst 9-month show in 15 years"; I have taken only the headline, and Wednesday was the last day of that quarter. For the VIX, Zerodha Kite data showed about 13.5, but I did not find an official close. For the rupee, the only confirmed close I have is Tuesday's 95.94, so I am not giving a Wednesday figure.
Wall Street ends mixed as growth data keeps yields up
US stocks were mixed on Wednesday. The Dow fell 0.9% and the S&P 500 fell 0.3%, while the Nasdaq rose 0.2%. The Associated Press said stocks fell as strong growth data kept bond yields elevated despite an encouraging inflation report. For the week, the AP reported the Dow down 1.8%, the S&P 500 down 1.2% and the Nasdaq down 0.8%.
The data released on Wednesday:
- GDP: US second-quarter growth was revised up to a 2.2% annual rate from 1.5%, with consumer spending at 3.8%, according to the AP.
- PCE inflation: the August PCE price index rose 3.4% from a year earlier, against a 3.7% forecast, and 0.3% on the month. The core measure rose 3.0% on the year and 0.2% on the month (AP).
- ADP payrolls: private employers added 90,000 jobs in September, against 36,000 in August and a consensus of 68,000 (Yahoo Finance).
BabyPips reported the 10-year Treasury yield rose about 5 basis points to roughly 5.30%, and the 30-year yield was at its highest since 2002. Other reports showed a slightly lower intraday level, so I am describing it as about 5.3%. The dollar index was about 101.5, up about 0.1%.
Oil: WTI up about 1.9% on Wednesday
WTI crude rose about 1.9% on Wednesday, according to BabyPips; Yahoo Finance showed a similar intraday gain. FXStreet, citing Axios, reported that US–Iran talks had yielded little progress, and that the US Energy Department had announced a 40-million-barrel release from the Strategic Petroleum Reserve. As noted above, the crude price levels in different reports did not match, so I have left them out.
Foreign investors: confirmed figures and one unconfirmed report
Confirmed provisional NSE data is available only to 29 September: foreign institutional investors (FIIs) sold a net ₹9,980.22 crore and domestic institutional investors (DIIs) bought a net ₹6,952.71 crore that day. For September through 29 September, FIIs sold a net ₹33,864.41 crore and DIIs bought a net ₹64,758.56 crore (NSE provisional data via Kotak Neo).
For Wednesday, 30 September, I found one tracker, StockPil, reporting FIIs net selling of about ₹10,148 crore and DIIs net buying of about ₹11,272 crore. This is a single unconfirmed report: NSE's provisional figures had not appeared on the other trackers I checked early this morning, so I am not adding these to the September totals.
Hospital stocks after the Supreme Court remarks
Hospital stocks fell on Wednesday after remarks in the Supreme Court about medicine markups; Apollo Hospitals closed 6.63% lower at ₹8,085. Business Standard reported the bench of Justices Vikram Nath and Sandeep Mehta noted a cancer medicine supplied to retailers for ₹2,700 carried an MRP of ₹27,000, and asked why the MRP of essential medicines could not be capped at 16% over the price to retailers. The full story is in the post-market report for 30 September.
Today's calendar
- Thursday, 1 October: first trading day of October. It is the record date for Indraprastha Gas (₹1.50 per share) and R Systems International (₹8 per share).
- From 1 October: under RBI rules, banks must publish rates on bulk deposits of ₹3 crore and above on their websites at 10 AM each business day, according to BusinessToday and Angel One.
- Friday, 2 October: markets closed for Gandhi Jayanti.
- 5–7 October: RBI Monetary Policy Committee meeting, with the decision on 7 October.
What I check at 9:00
These are the data points I look at before the open, not a forecast:
- Where GIFT Nifty is at 9:00 compared with the 22,633 in this note.
- Whether NSE's provisional FII and DII figures for 30 September have appeared.
- USD/INR and crude quotes, each from a named source.
Sources
- GIFT Nifty, Indian index closes and stock closes: Zerodha Kite market data
- US index closes, weekly moves and the market's driver: Associated Press via ABC News
- PCE inflation: Associated Press via ABC News
- GDP revision: Associated Press via ABC News
- ADP payrolls: Yahoo Finance
- 10-year yield, dollar index and WTI: BabyPips
- US–Iran talks and the reserve release: FXStreet citing Axios
- FII and DII flows to 29 September: NSE provisional data via Kotak Neo
- Unconfirmed FII and DII figures for 30 September: StockPil
- Quarter headline: Business Standard
- Rupee: the 29 September close of 95.94 is the previous close cited in PTI via Deccan Herald
- Hospital stocks and Supreme Court remarks: Business Standard, BusinessToday
- Record dates: Kotak Neo
- Bulk-deposit rules: BusinessToday, Angel One
- Holiday: NSE holiday list; RBI MPC dates as reported by 5paisa
This note summarises public news and data for information only. It is not investment advice or a recommendation to buy or sell any security. I am not registered with SEBI as an investment adviser or research analyst.