Key Factors to Watch Today Global Cues Muted US markets ahead of CPI data amid Trump-Fed tensions. Gold and silver hit record highs on dollar weakness; Brent crude surges 6% in 3 days to near $64/bbl. Trump Tariff Alert 25% US tariffs on countries doing business with Iran; SC ruling due Wednesday. Asian markets open strong after US trade deals with Taiwan; Japan returns from holiday. India-US Developments US Ambassador Sergio Gor kicks off India-US trade deal talks today. Announces India's inclusion in Pax Silica for silicon supply chain security. Domestic Flows & Volatility FIIs selling for 6th day; shorts near series-high at 92%. Nifty expiry in play—watch key levels amid volatility until US-India trade clarity emerges. Sector Pick Metals stay long bias despite broader caution. Key Takeaway Stay nimble on Nifty levels; eye trade deal progress for volatility unwind.