Asian markets declined, and bonds rallied as concerns over a potential U.S. recession grew. Investors anticipate the Federal Reserve will cut interest rates following weak employment data. Major indices and futures dropped significantly. Key earnings reports and economic indicators are expected this week to provide further insights into market conditions.
How Jefferies is reshuffling its portfolio as soaring bond yields give Nifty bulls sleepless nights
Jefferies is favouring largecaps as rising bond yields pressure Indian equities, citing relatively attractive valuations and a narrowing earnings gap with midcaps. The brokerage has
October 6, 2026