- The Stock whisperer's Newsletter
- Posts
- Your Weekly Stock Markets Rundown: Markets Face Tariff Turbulence Amid Positive Domestic Macros
Your Weekly Stock Markets Rundown: Markets Face Tariff Turbulence Amid Positive Domestic Macros
March 17-21, 2025
thestock whisperers
March 15, 2025
March 17-21, 2025
Indian benchmark indices ended the prior week (March 10-13) in the red, with the Sensex down 0.68% at 73,828.91 and Nifty down 0.70% at 22,397.20, tracking global volatility.
US President Donald Trump’s tariff policies fuel uncertainty, pressuring global markets despite India’s resilience.
Domestic macros shine: February CPI inflation fell to 3.75%, below the RBI’s 4% target, setting the stage for a potential April rate cut by the MPC.
This week, focus shifts to central bank meetings—US Fed (4.5%), Bank of Japan (0.5%), and Bank of England (4.5%)—alongside key economic data releases.
📅 Weekly Events Calendar
Date | Event |
|---|---|
Mar 17, 2025 | China Industrial Production (Jan-Feb); India WPI Manufacturing (Feb) |
Mar 18, 2025 | US Industrial Production (Feb); US Manufacturing Production (Feb) |
Mar 19, 2025 | Euro Area Inflation Rate (Feb Final); US Fed Funds Interest Rate Decision; Japan Interest Rate Decision |
Mar 20, 2025 | UK Interest Rate Decision; US Initial Jobless Claims (Week ending Mar 8) |
Mar 21, 2025 | Euro Area Consumer Confidence (Mar Flash); India Foreign Exchange Reserves (Week ending Mar 7); Japan Inflation Rate (Feb) |
💡 DO YOU KNOW?
India’s CPI inflation dropped to 3.75% in February 2025—the lowest in over a year—and marks the first time since June 2023 that it has fallen below the RBI’s 4% target, boosting rate cut expectations.
Important Observations and Market Sentiments: Editor Special
Trump’s tariffs weigh on global sentiment, but India’s outperformance stems from cooling inflation and anticipated FY26 growth via government spending and consumer income gains.
The US Fed is expected to hold rates at 4.5% on March 19, while the Bank of Japan’s steady 0.5% stance (March 18-19) faces scrutiny post-GDP revision—any hawkish tilt could jolt markets.
Bank of England’s March 20 decision follows a 25bps cut to 4.5% in February; a pause could signal caution amid tariff fallout.
Investors eye US jobless claims and Euro Area inflation for global cues, while India’s WPI and forex reserves will gauge domestic strength—large caps remain a haven.
👀Stocks to Focus:
Banking Stocks (SBI, ICICI Bank): Rate cut hopes could lift sentiment if inflation trends hold.
Auto Stocks (Tata Motors, Maruti): US industrial data and tariff impacts may sway performance.
Metal Stocks (Tata Steel, Hindalco): China’s industrial output and Japan’s rate stance could influence prices.
📜 Summary:
Indian markets head into a pivotal week after a volatile, negative close, with Trump’s tariffs casting a shadow. Yet, a stellar 3.75% CPI print bolsters domestic optimism, hinting at RBI rate cuts. Global central bank decisions and economic indicators will drive momentum—expect rangebound trade with a focus on resilience and selective opportunities.
🚀 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.