🚨🚨On September 15, 2025, global markets were largely characterized by a cautious tone as investors awaited the U.S. Federal Reserve's policy meeting later in the week, where a rate cut is widely expected. Here's a summary of the key market analysis:

Key Market Drivers:

 * Anticipated Fed Rate Cut: The primary market focus is on the upcoming FOMC meeting, where a 25-basis-point rate cut is seen as a near certainty due to recent weak U.S. labor market data. This expectation has been a major factor in supporting equities and has led to a slip in U.S. Treasury yields to a five-month low.

 * Mixed Economic Data: While the U.S. labor market shows signs of cooling, other economic indicators are mixed. U.S. inflation data from August was mixed, with CPI rising but producer prices declining. In China, industrial production and retail sales for August came in weaker than expected, signaling a cooling economy and prompting speculation of further stimulus measures from Beijing.

 * Global Geopolitical Tensions: Geopolitical events are also a factor, with tensions in the Middle East and Eastern Europe adding a layer of risk. Specifically, attacks on Russian refineries have kept oil prices steady.

Market Performance:

 * U.S. Markets: U.S. stock futures were flat as investors braced for the Fed meeting. The stock market is currently at record highs, leading to discussions among investors about whether to buy, hold, or take profits.

 * European Markets: European stocks generally saw gains, with France's CAC 40 and the German DAX rising. Britain's FTSE 100 was little changed.

 * Asian Markets: Asian equities were mixed. Japan's market was closed for a holiday. Hong Kong and Singapore saw slight gains, while China's Shanghai Composite slipped following the release of disappointing economic data. The Indian markets (BSE Sensex and NSE Nifty50) ended the day in the red, breaking an eight-day positive streak, as investors engaged in profit-booking ahead of the Fed's decision.

 * Commodities: Gold prices have been taking a breather after recently touching all-time highs. Oil prices were little changed after climbing last week due to geopolitical concerns.

 * Cryptocurrency: Bitcoin rose to a three-week high, buoyed by the broader "risk-on" sentiment in the market.

Specific Stock and Sector Highlights:

 * In the Indian market, Jio Finance and Bajaj Finance were among the top gainers, while Eicher Motors and Asian Paints were among the top losers.

 * Expert recommendations for the week include Samvardhana Motherson and Ellenbarrie in India, and Mazagon Dock Shipbuilders and Bajaj Finserv.