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In Mumbai,  the SENSEX Index rose 595 points or 0.73 percent on Tuesday. Leading the gains are Kotak Mahindra Bank (2.60%), Mahindra & Mahindra (2.36%) and Larsen & Toubro (2.32%). Top losers were Asian Paints (-0.82%), Nestle India (-0.45%) and Bajaj Finance (-0.30%).

The SENSEX Index Closes 0.73% Higher

Italy’s 10-year government bond yield edged up to 3.52% on Tuesday, moving in line with European peers as investors digested stronger-than-expected sentiment data from Germany and the Eurozone while preparing for a pivotal week in global monetary policy. The US Federal Reserve is widely expected to cut rates by at least 25 basis points on Wednesday, with markets focused on updated economic projections and Chair Jerome Powell’s press conference for signals on the policy path into year-end. Policymakers face the challenge of weighing a cooling labor market against tariff-driven inflation, while lingering concerns about the Fed’s independence add uncertainty. Elsewhere, the Bank of England and the Bank of Japan are both expected to keep rates unchanged. In Europe, the ECB last week signaled its rate-cutting cycle may be over, with President Christine Lagarde noting that growth risks appear “more balanced.”

Italy’s Bond Yields Track Europe Higher as Investors Await Fed Decision

German 10-year Bund yields edged back up to 2.7% on Tuesday, as investors digested stronger-than-expected sentiment data while positioning for a busy week of central bank action. The ZEW Indicator of Economic Sentiment for Germany climbed to 37.3 in September, up from 34.7 in August and well above market expectations of 26.3. The rebound points to stabilizing expectations, with financial market experts remaining cautiously optimistic despite persistent risks tied to US trade policy. The survey also signaled modest improvement in Eurozone expectations. Attention now turns to the Federal Reserve, which is widely expected to cut rates by at least 25 basis points on Wednesday, as policymakers face the challenge of balancing a cooling labor market against inflationary pressures stemming from tariffs. In Europe, the ECB last week kept rates unchanged for a second straight meeting, signaling that its rate-cutting cycle may have come to an end.

Bund Yields Rise as Investor Sentiment Improves

The Swiss franc firmed to around 0.79 per USD, its highest level since July 1st, amid a weaker dollar as speculation about a “dovish cut” by the Fed increases. Traders are pricing in a near-certain 25-bps rate cut, and expect the central bank to continue lowering rates. Persistent political and fiscal concerns in France and Japan, along with geopolitical tensions, also underpin safe-haven demand for the franc. In the Swiss economy, the latest figures confirmed a persistent disinflationary trend. Producer and import prices declined again in August, down 1.8% year-on-year and 0.6% month-on-month. Meanwhile, Swiss CPI rose 0.2% in August as expected, marking the third straight month of positive inflation and remaining within the SNB’s 0%-2% target range. Despite subdued inflation, SNB Chairman Martin Schlegel recently noted the risks of negative rates for savers and pension funds, signaling the bank’s reluctance to cut below zero.

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