S45

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[S45 @S45IBank]

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[S45 @S45IBank]

S45 Capital Markets Note | Week Ending 24 July 2026

Crude broke out. Banks broke down.

Key takeaways:
• Brent crossed $100, triggering a sharp macro-driven risk-off move.
• Weak private bank earnings amplified downside across benchmark indices.
• DIIs absorbed the shock while FIIs remained marginal net buyers.
• Defensive sectors outperformed as leadership narrowed materially.

What matters now:
Nifty 23,600 support, the Fed decision, Brent's trajectory, peak earnings and whether financials regain leadership.

#IndiaMarkets #Nifty #Macro #CapitalMarkets #S45 #CrudeOil #Earnings

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[S45 @S45IBank]

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[S45 @S45IBank]

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[S45 @S45IBank]

S45 Capital Markets Note | Week Ending 17 July 2026

Benchmarks rose. Breadth did not.

Key takeaways:
• IT earnings carried the frontline while midcaps and smallcaps declined.
• Brent surged above $84, lifting inflation expectations and pressuring the rupee.
• DIIs absorbed renewed FII selling, keeping benchmark indices resilient.
• The market narrowed into an earnings-led tape as macro conditions deteriorated.

What matters now:
Bank earnings, Nifty's 24,500–24,550 breakout zone, Brent's trajectory, the inflation path, rupee stability and FII participation will determine whether the market broadens or remains narrowly driven.

#IndiaMarkets #Nifty #Macro #CapitalMarkets #S45 #Earnings #Inflation

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[S45 @S45IBank]

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