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Global markets are in a risk-on relief phase as crude oil fell more than 8% week-on-week on Iran-Oman talks to reopen the Strait of Hormuz, easing inflation and energy-supply fears. Attention centers on Fed Chair Kevin Warsh's first Jackson Hole keynote (Aug 28) amid a split FOMC where markets price roughly 38% odds of a September rate HIKE rather than a cut, while the dollar sits at a three-month low. For India, softer oil and a lighter-than-feared US tariff backdrop support sentiment, but a weak rupee near 95.7/USD, moderating GDP, and heavy FPI caution temper gains.

Indian benchmarks eased mid-week, with the Nifty 50 closing at 24,208 and Sensex at 77,473 on Aug 26, 2026, dragged by IT, FMCG and auto. The dominant macro tailwind is Brent crude sliding to roughly $86/bbl (from ~$95 a week earlier) on easing Strait of Hormuz supply fears, which relieves pressure on India's current account, rupee and inflation. However, the rupee remains structurally weak near ₹95–96/USD and July CPI ticked up to 4.45%, above the RBI's 4% target for the first time in 17 months.