Strong global risk-on mood. US Markets: S&P +0.79%, Nasdaq +1.15%, Dow closes above 47,000 for first time ever. US CPI at 3% vs 3.1% est — supports Fed rate-cut view. Big Tech + Bitcoin rally. GIFT Nifty +97 pts at 25,942 — firm gap-up. Global Setup: Fed rate decision on 29th Oct (Wed) + Big Tech earnings week. BoJ policy meet on 30th Oct (Thu). Brent crude at $66 on US-China trade optimism. Dollar Index down to 99, gold sees mild profit booking. Nikkei crosses 50,000 — strong Asia sentiment. India-US trade talks begin — export basket watch. Sentiment & Flows: FIIs shorts drop to just 75% — lowest of series. FIIs net buyers in 6 of last 7 sessions. Tone clearly risk-on, bias remains buy on dips. Nifty earnings stable; broader market still lagging. Sector Bias: Longs: Metals, Shipping / Trade beneficiaries Shorts: FMCG, selective consumption Key Spot Levels Nifty 50: 25,700 / 25,600 support — 25,900 / 26,000 resistance Bank Nifty: 57,500 / 57,300 support — 58,000 / 58,300 resistance Nifty FinServ: 27,300 / 27,200 support — 27,600 / 27,700 resistance Sensex: 84,000 / 83,800 support — 84,800 / 85,000 resistance Stocks to Watch:

TATASTEEL

HINDALCO

(Metals theme) Shipping Corp (Trade + freight sentiment)

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