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Your Weekly Stock Markets Rundown: 📉 Inflation at a 5-Month Low, But Global Trade Tensions Persist
February 17–21, 2025
thestock whisperers
February 16, 2025
February 17–21, 2025
📉 Inflation at a 5-Month Low, But Global Trade Tensions Persist
India's January inflation dropped to 4.31%, the lowest in five months, validating the RBI’s rate cut decision. However, global uncertainties remain:
Trump’s trade tariffs are shaking global supply chains, with a 25% tariff on all steel and aluminum imports causing concerns.
Fed Chair Powell is in no rush to cut interest rates, citing strong US economic growth and employment stability.
Indian stock markets face selling pressure due to high valuations, trade disruptions, and FII outflows.
📅 Weekly Events Calendar
Date | Events |
|---|---|
Monday, Feb 17 | Earnings: ABB India |
Tuesday, Feb 18 | US Housing Market Index: January data rose to 47, indicating demand firming up. February data will be released. |
Wednesday, Feb 19 | ECB Non-Monetary Policy Meeting: Focus on ECB’s stance after its January 25 bps rate cut. |
Thursday, Feb 20 | US FOMC Minutes: Insights into Fed’s decision to hold rates steady. |
Friday, Feb 21 | India PMI Flash: January’s Manufacturing PMI was 57.7, the fastest growth since July, while Services PMI stood at 56.5. February data is awaited. |
🤔 DO YOU KNOW?
🔹 PMI above 50 signals expansion, while below 50 indicates contraction.
🔹 India’s Manufacturing PMI of 57.7 in January was the highest since July, showing strong growth in new orders and exports.
🔹 Global steel supply chains are being disrupted due to new US tariffs, impacting Indian exporters.
👀Stocks to Focus:
📈 Metal & Export-Oriented Stocks: The impact of US trade tariffs on steel and aluminum may bring volatility to Tata Steel, JSW Steel, and SAIL.
📈 Banking Stocks: RBI’s rate cut and upcoming economic data may influence stocks like HDFC Bank, ICICI Bank, and SBI.
📈 IT Stocks: With the US Fed holding rates, TCS, Infosys, and Wipro could see steady movement.
📜 Summary:
✅ India’s inflation eased, strengthening RBI’s dovish stance.
✅ The US Fed is in no hurry to cut rates, keeping global markets on edge.
✅ Trade war tensions persist, affecting metals and export-driven industries.
✅ Markets remain volatile, with FIIs exiting and valuations staying high.
🚀 Stay cautious, watch key events, and trade wisely!
😊Thank you for subscribing to our Weekly Stock Markets Rundown. Stay tuned for next Saturday.
Disclaimer: The Stock Whisperers is a media platform providing educational and informational content related to the stock market. We do not offer investment advice, stock recommendations, or tips. Readers should consult a SEBI-registered advisor before making any investment decisions.