Sensex Nifty Today: US Fed Rate Cut Sparks Positive Sentiment Across Indian Stock Market

When global financial markets wake up to a fresh policy move from the US Federal Reserve, Dalal Street feels the ripple instantly. And this time, the mood is upbeat. A 25 bps rate cut by the Fed has added a fresh burst of optimism to the Indian stock market, setting the tone for a stronger opening for Sensex and Nifty today.

The early numbers tell their own story. Gift Nifty was trading at 26,188 points at 7:45 am, comfortably above Nifty’s previous close of 26,053.9, hinting at a positive start for the day.

Market Performance: Indian Indices Eye a Firm Start

The previous session already carried a hint of strength. Both Sensex and Nifty gained nearly 0.5%, pushing them closer to their record highs from September 2024, now less than 1% away.

Across the region, Asian markets edged higher in early trade, mirroring the broader relief after the Fed’s rate cut — a move that was expected but still important for global risk sentiment.

For India, the cut brings another layer of interest. A lower US rate often makes emerging markets like India more attractive for capital inflows, especially when foreign investors hunt for better returns.

Main News: Fed Rate Cut & Global Cues Shape Today's Sentiment

The heart of the market mood lies in the Fed’s latest policy move.

The central bank reduced its benchmark interest rate by 25 basis points. This move was widely anticipated, but what caught market attention was the tone around future policy actions. The US central bank signaled that upcoming decisions will depend on economic conditions — keeping traders cautious but steady.

With the rate cut in place and a wave of fresh optimism, global markets are navigating the day with renewed confidence.

Another key global event supporting sentiment: the upcoming talks between US President Donald Trump and China’s President Xi JinpingThe expectation around a finalized trade deal between the two largest economies has lifted hopes for stronger demand for commodities such as crude oil and metals.

For India, both cues — the Fed cut and global trade developments — are shaping a narrative of a firm, cautiously optimistic start.

RBI Policy: What’s on the Radar

The Fed’s decision has naturally turned attention toward the RBI policy in early December.

The reference article notes that:

• The US has cut rates by 25 bps.
• There is caution around assuming another move later in the year.
• Decision-making is complicated by limited economic data availability in the US.

These elements together place RBI’s next step firmly in market discussions. However, as per instructions, no expectations or interpretations have been added — only the reference details retained.

Foreign Investors & Market Flows

The market action on Wednesday painted a clear contrast in flows.

• FPIs were net sellers, pulling out Rs 25.4 billion (about $289 million).
• DIIs were net buyers, absorbing the pressure with purchases worth Rs 56.93 billion.

This tug of war between foreign and domestic investors continues to shape short-term sentiment on Dalal Street, especially when global cues are as active as they are today.

Company in Focus: L&T

One stock stands out in today’s trade narrative.

A major infrastructure leader is expected to draw attention after:

• Reporting strong second-quarter results
• Sharing a better-than-expected annual order outlook

These numbers keep the stock on traders’ radar as markets open.

Asian Markets: Mild Gains as Global Mood Improves

Across Asia, early morning trades reflected mild optimism. The US Fed’s 25 bps rate cut has provided a supportive backdrop. Although the Fed signaled that this could be the final cut for 2025, it has still delivered relief to markets navigating a volatile global environment.

Investors also remain focused on the Trump-Xi trade discussion, which could shape commodity prices and broader market tone across the region.

Summary: Sensex & Nifty Set for a Positive Start

To sum it up:

• Gift Nifty at 26,188 (7:45 am) points to a stronger opening.
• Nifty’s last close: 26,053.9.
• Sensex and Nifty gained nearly 0.5% in the previous session.
• Both indices sit less than 1% below record highs of September 2024.
• The US Fed’s 25 bps rate cut boosts global sentiment.
• FPIs sold Rs 25.4 billion while DIIs bought Rs 56.93 billion.
• Trade developments between Trump and Xi remain important for market mood.
• Asian markets opened slightly higher this morning.

As the day unfolds, Dalal Street enters the session with a blend of optimism and caution, shaped by global policy shifts and regional cues — setting the tone for Sensex and Nifty today.