Sunday, July 6, 2025

The Week That Was : June 30 to July 4

 ๐Ÿ“… The Week That Was: June 30 – July 4, 2025

“Jane Street Gets Ejected, Nifty Gets Rejected, and Uncle Sam Keeps Printing Gains”
Indian Markets: Moons, Dips & Drama

If you blinked this week, you might’ve missed the market’s mood swing from “Oh no ๐Ÿ˜ฑ” to “Not bad ๐Ÿคท‍♂️.”

  • Nifty 50: Started the week like it lost its wallet (‑0.47% on Monday), slipped further on Tuesday and Wednesday, but then remembered it had savings in a fixed deposit—closing +0.22% at 25,461 by Friday.

  • Sensex: Played the same emotional rollercoaster, dropping early, then rising like a Bollywood hero in the final act, ending +0.23% at 83,433.

๐Ÿงจ Plot Twist of the Week:

SEBI yeeted Jane Street from the Indian playground, accusing it of manipulating Bank Nifty derivatives. ๐Ÿคฏ

That news detonated mini panic bombs in financial stocks like Angel One, BSE, CDSL, and Nuvama—some losing as much as 9%, like a cricket team losing all wickets before lunch.

๐Ÿ“ฆ Sector Drama:

  • Oil & Gas: +1.13% (crude prices softened, and someone hit the bhajji fryer again)

  • Reality: +0.80% (apparently, building dreams still pays)

  • IT & Teck: +0.71% and +0.57%—our tech bros quietly coded their way to green

  • Healthcare: +0.65% (just enough to keep market hypochondriacs calm)

๐Ÿ’ธ IPOs: “Who wants to be publicly listed?”

Answer: Everyone!
10 new IPOs strutted into Dalal Street this week—including SMEs like Crizac and Travel Food Services, because nothing says growth like snacks and spreadsheets.

๐ŸŒ World Tour: Markets Without Jet Lag

United States

They’re partying like it's QE forever:

  • S&P 500 hit a fresh all-time high (yes, again) at 6,279

  • Dow +2.3%, S&P +1.7%, Nasdaq +1.6%

  • Why?
    → Strong jobs report (+147,000 jobs in June)
    → Tech and AI stocks sprinted ahead
    → Tariff threats? Meh. U.S. investors just shrugged and bought more stonks.

Europe

  • DAX, CAC 40, and friends: Took a breather, tripped slightly (-0.7% to -1.1%)

  • Mostly stared at the U.S., muttering, "How are they doing it again?"

Asia

  • KOSPI (Korea): ‑2% (K-drama, but for investors)

  • Hang Seng (Hong Kong): ‑0.6% (Hanging low)

  • Nikkei (Japan): +0.1% (still sneaking in gains)

  • Shanghai Composite: +0.3% (quietly making moves behind the bamboo curtain)

๐Ÿ’ฐ Commodities & Currencies

  • Oil & Copper: Slipped ~1.6%—possibly in protest of tariff tantrums and weak demand

  • Dollar: Lost some sheen (again), while U.S. bond yields rose on strong labor data

  • Trade Tariff Drama: President Trump hinted at 10–70% tariffs coming soon. Global markets: "Is this a threat or a New Year resolution?"

๐Ÿ“Š Weekly Gains/Losses: TL;DR Edition

  • Nifty: +0.22%

  • Sensex: +0.23%

  • Dow: +2.3%

  • S&P 500: +1.7%

  • Nasdaq: +1.6%

  • DAX/CAC: ‑0.7% to ‑1.1%

  • KOSPI: ‑2%

  • Hang Seng: ‑0.6%

๐Ÿง  Takeaway Time:

  • Indian markets showed just enough enthusiasm to keep the bulls hopeful—but SEBI's “Jane the Pain” ban reminded us that even the big kids get grounded.

  • U.S. markets are still throwing a party, while Europe and Asia showed up late, unsure if they’re even on the guest list.

  • Global investors are side-eyeing tariff threats but staying invested because… well, TINA (There Is No Alternative).

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