🌍 Global Stock Market Report – June 27, 2025
Comprehensive overview of global markets including US, Europe, Asia, and SGX Nifty.
🇺🇸 U.S. Market Recap – Strong Gains Ahead of Fed Expectations
| Index | Last | Change | % |
|---|---|---|---|
| Dow 30 | 43,386.80 | +404.41 | +0.94% |
| S&P 500 | 6,141.02 | +48.86 | +0.80% |
| Nasdaq Composite | 20,167.90 | +194.36 | +0.97% |
U.S. benchmarks surged Thursday as investor optimism around potential Federal Reserve rate cuts grew 1.
Tech-led rally helped Nasdaq and S&P 500 reach near record highs, signaling confidence ahead of upcoming Fed policy signals. Treasury yields remained steady.
🇪🇺 European Markets – Mixed but Resilient
| Index | Last | Change | % |
|---|---|---|---|
| FTSE 100 | 8,735.60 | +16.85 | +0.19% |
| CAC 40 | 7,557.31 | -0.85 | -0.01% |
| DAX | 23,649.30 | +150.97 | +0.64% |
German DAX led gains, while France’s CAC remained flat amid mixed economic updates 2.
Markets digested calm geopolitical conditions and solid earnings reports; monetary policy updates remain in focus.
🌏 Asian Markets – Asia Leads Record Highs
Asian stocks advanced broadly, with indices in Japan and China rallying on data that eased Fed-rates uncertainty 3.
Equity gauges in Japan, Hong Kong, and Taiwan outperformed, supported by strengthening regional currencies and upbeat semiconductor stocks after Nvidia’s record close 4.
🇮🇳 SGX Nifty Outlook – Positive Start for India
SGX Nifty: ~25,727.5 (▲ +117.5 / +0.46%) as of 08:40 IST 5
SGX suggests Nifty50 will open higher, tracking global positivity and domestic earnings momentum ahead of F&O expiry.
🧩 Key Market Drivers & Catalysts
- Fed Outlook: Investor optimism rose on expectations of multiple U.S. rate cuts this year 6.
- Geopolitical Calm: Ceasefire in Middle East eased risk premiums, lifting market sentiment 7.
- Global Earnings: Strong results from U.S. tech names and robust Indian corporate Q1 drove momentum.
- Currency Flow: Asian currencies appreciated—NTD +0.8%, yen & yuan stable 8.
- China Stimulus: Renewed policy support boosted regional import and property stocks.
📊 Sector Deep-Dive
• Tech & Semiconductors
Nvidia rally (+4%) sparked gains across chipmakers—TSMC, SK Hynix, SoftBank all outperformed 9.
• Financials & Banks
U.S. financials rose ahead of rate signals; India’s Bank Nifty exceeded 57,000, led by HDFC, ICICI, Axis, continuing bullish trend 10.
• Energy & Metals
Crude prices stabilized (~$68 WTI/$81 Brent); Indian metal stocks rose on global demand optimism 11.
🇮🇳 India Market Snapshot
The Indian markets ended sharply higher on June 26. Key highlights:
- Sensex: Peaked at 25,565—new 2025 high. Analysts see potential to 25,700–25,750 zone 12.
- Nifty50: Closed at ~25,549 (+1.21%), breaking key resistances at 25,241 & 25,468 13.
- Bank Nifty: Crossed 57,000 milestone; bullish signals continue 14.
- NSE Reshuffle: Quarterly rejig implemented June 27, affecting Nifty 50, Next 50, 500, Midcap indices 15.
Foreign institutional investors (FIIs) sold ~₹2,428 cr on June 25, while domestic institutional investors (DIIs) bought ₹2,372 cr 16.
🔍 Conclusion & Outlook
Global equity markets remain buoyant as Fed‑cut expectations rise alongside easing geopolitical risks. U.S., European, and Asian indices are hitting or approaching record highs. For India, strong domestic earnings, positive corporate actions, and offshore cues point to further upside, though F&O expiry may cause near-term volatility.
What to Watch Ahead:
- U.S. Fed minutes and upcoming inflation data.
- SGX Nifty trend—will it convert to strong Indian open?
- Crude and currency movements.
- Quarterly earnings in tech, banking, and manufacturing sectors.
🔗 Read our June 26 Nifty & Sensex pre‑market report.
Tags: Global Market Report, US Market, Europe Stocks, Asia Stocks, SGX Nifty, India Markets, June 27 2025, Market Trends, Sector Analysis
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