Wednesday, 30 September 2026. This is what changed between Tuesday'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 29 September.
Global cues this morning
| Market | Latest | Change | As of |
|---|---|---|---|
| GIFT Nifty (October contract) | 22,824.00 | −13 pts (−0.06%) | 6:34 AM IST |
| WTI crude | $89.21 | about −3.5% on Tuesday | Wednesday morning |
| US 10-year yield | 5.25% | prior close 5.24% | Tuesday's close |
| Dow Jones | 51,349.92 | −0.26% | Tuesday's close |
| S&P 500 | 7,670.84 | −0.17% | Tuesday's close |
| Nasdaq | 26,797.54 | −0.09% | Tuesday's close |
GIFT Nifty is quoted against its previous close of 22,837. The contract now runs to October, so it can't be compared directly with the Nifty's close of 22,716.20 or with the September contract's level of 22,717 at 3:30 PM on Tuesday.
Brent quotes differed on Tuesday. investingLive reported the front-month contract settling about 2.5% lower, near $103, while the Associated Press reported Brent at $96.16, down 1.7%. PTI had reported $106.86 during Indian trading hours. I could not confirm why the figures differ.
Tuesday's numbers at home
| Market | Close | Change |
|---|---|---|
| Nifty 50 | 22,716.20 | −0.28% |
| Sensex | 72,529.07 | −0.33% |
| Bank Nifty | 54,259.95 | −0.39% |
| India VIX | 13.34 | −2.2% |
| USD/INR | 95.95 | Rupee 2 paise stronger |
Foreign institutional investors sold a net ₹9,980.22 crore of Indian shares on Tuesday and domestic institutions bought a net ₹6,952.71 crore, according to NSE's provisional data. Together that is a net ₹3,027.51 crore of selling. On Monday the figures were −₹5,353.22 crore and +₹5,189.02 crore.
Oil falls on Tuesday
Crude fell on Tuesday. investingLive reported that WTI settled about 3.5% lower near $89, and that Saudi Arabia had resumed tanker loadings at Yanbu after the East–West pipeline restarted. It cited Kpler data showing Middle East crude exports of about 16 million barrels a day in September, the highest since the conflict began in late February.
The US Department of Energy also offered up to 40 million barrels from the Strategic Petroleum Reserve, according to investingLive and Trading Economics. investingLive noted that earlier offers of this kind drew limited take-up from buyers.
On the diplomatic side, the Associated Press reported that mediators continued to work with the United States and Iran on reaching a deal.
Wall Street: small falls, yields near 2007 highs
US stocks ended slightly lower on Tuesday. The S&P 500 fell 0.17%, the Dow 0.26% and the Nasdaq Composite 0.09%. The 10-year Treasury yield ended at 5.25%, after touching 5.28% during the day. Trading Economics reported that the 30-year yield reached 5.62%, its highest since June 2002.
US consumer confidence for September fell to 81.9, below the 89.2 economists had expected and the lowest reading in more than 12 years, according to Investrade's market review. Investors are waiting for US inflation and GDP data due on Wednesday.
Foreign selling on expiry day
Tuesday was the monthly expiry day for Nifty futures and options, as yesterday's pre-market report noted. Foreign institutions' net selling of ₹9,980.22 crore was the larger of the two days' figures this week, and domestic institutions' buying offset about 70% of it. I don't have a verified explanation for the size of the foreign selling, so I'm not offering one.
Today's calendar
- Wednesday, 30 September: last trading day of September and of the April–September half-year. Vishal Nirmiti and Nityas Gems & Jewellery IPOs open.
- Wednesday, 30 September (US hours): US inflation and GDP data.
- Thursday, 1 October: first trading day of October.
- Friday, 2 October: markets closed for Gandhi Jayanti.
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 22,824.00 in this note.
- Brent and WTI crude, and whether the Brent quotes above have come closer together.
- The rupee when currency trading opens at 9:00.
Sources
- GIFT Nifty, Indian closes and sector data: Zerodha Kite market data
- US stocks, 10-year yield and Brent at 96.16: Associated Press via Gorge News Center
- US consumer confidence: Investrade
- 30-year yield and WTI: Trading Economics, Trading Economics crude oil
- Oil settlement, Yanbu loadings, Kpler data and the reserve offer: investingLive
- Brent during Indian hours and India VIX: PTI via HDFC Sky, HDFC Sky
- IPO dates: Upstox; market holiday: NSE holiday list
- FII and DII flows: NSE provisional data via Kotak Neo
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.