Global financial markets are volatile but short-term liquidity remains stable, a senior Bank of Japan official said, noting the BOJ will closely monitor economic impacts.

Global markets initially rallied following a U.S. tariff reduction, but anxieties about economic growth and trade policy persist. Wall Street lagged behind Asian and European markets, reflecting concerns about potential stagflation. Simultaneously, the dollar and U.S. Treasuries are slumping, signaling a possible shift in global financial confidence. Private sector investors are increasingly influencing the fate of U.S.

Atlanta Federal Reserve President Raphael Bostic stated that economic uncertainty due to the Trump administration s tariff policies has stalled the economy. He suggested the Fed should pause policy adjustments until clarity emerges. Bostic anticipates tariffs will elevate prices, delaying the return to the Fed s 2% inflation target, potentially until 2027.

ICICI Lombard and ICICI Prudential Life are set to announce their Q4 results, with analysts anticipating a 10% YoY APE growth for ICICI Pru Life, reaching Rs 3,312 crore. ICICI Lombard s total income is expected to grow by 5% to Rs 5430 crore, driven by moderate NEP growth.

The dollar stabilized on Tuesday, hovering near multi-year lows against the euro and yen amid fluctuating U.S. tariff policies. Investor confidence in the greenback remains shaky, fueled by policy confusion and a rotation out of dollar assets. Dovish comments from Fed officials, hinting at potential rate cuts to counter economic shocks from tariffs, further influenced market sentiment.

Investors aiming for Mazagon Dock Shipbuilders Rs 3 interim dividend must purchase shares today, April 15, as it s the ex-dividend date. The record date is set for April 16, determining shareholder eligibility for the dividend, which will be paid by May 7, 2025.

Recent turbulence in U.S. Treasury bills, triggered by fiscal policy concerns and complex trading strategies, has shaken the bond market. The unwinding of leveraged "basis trades," reliant on stable bond prices, led to widespread sell-offs. Investors are closely monitoring U.S. Treasury yields, the U.S. dollar relationship, and potential Federal Reserve intervention for signs of further instability.

Sunny Agrawal of SBI Cap Securities advises gradual capital deployment over the next six months, targeting CY26 and CY27 for better returns. He favors domestic consumption stories, particularly BFSI, frontline banks, and select auto segments like tractors. While cautious on IT and metals due to tariff uncertainties, he sees potential in aluminium and specific tyre companies like Ceat.

These stocks are viewed as safer investments, especially when the broader market shows significant swings.