Best HDFC Securities Podcasts (2025)

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Opening Bell - 11 / 12 / 2025 2:29

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6h ago2:29

2:29

Opening Bell - Morning Commentary Major stock indexes jumped, and U.S. Treasury yields declined as the Fed delivered the expected rate cut. The Fed lowered the target range for the federal funds rate by 25 basis points to 3.50–3.75 per cent. While a majority of Fed officials voted for the quarter-point cut, three dissented—the first dissenting vote…

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Opening Bell - 09 / 12 / 2025 2:39

3h ago2:39

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Opening Bell - Morning Commentary Pre-Fed Jitters Drive Global Market Decline, Indian Markets Tumble as Rupee breaches past 90 Wall Street's main indexes fell on Monday, with most S&P 500 sectors declining and Treasury yields rising as investors awaited Wednesday's Federal Reserve policy decision. Traders are pricing in 89% probability of a 25-basi…

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Opening Bell - 08 / 12 / 2025 2:14

2h ago2:14

2:14

Opening Bell - Morning Commentary US Equities Advance on Softer Inflation, Fed Cut Expectations. Indian Equities Hold Steady Following RBI Rate Cut American equities posted modest, broad-based gains last week, supported by softer inflation data and resilient macroeconomic indicators that sustained expectations of Federal Reserve rate cuts. Investor…

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Opening Bell - 05 / 12 / 2025 2:59

7d ago2:59

2:59

U.S. Stocks Finish Choppy Trading Day Little Changed, All eyes are on the RBI's MPC decision. Wall Street's major indices closed nearly flat on Thursday as a surprisingly strong labour market report raised doubts about the pace of future Fed rate cuts. The dollar and Treasury yields rose on the data. Amazon.com's 1.4% decline weighed on the S&P 500…

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Opening Bell - 03 / 12 / 2025 2:57

9d ago2:57

2:57

Opening Bell - Morning Commentary U.S. Stocks Buoyed by Rally in Bitcoin U.S. stocks advanced on Tuesday, with the S&P 500 rising 0.2%, the Dow Jones gaining 0.4%, and the Nasdaq climbing 0.6%. Technology stocks, led by companies like Apple, Nvidia, and Microsoft, were among the main drivers of the gains, while major corporate stalwarts such as Boe…

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Opening Bell - 02 / 12 / 2025 3:07

9d ago3:07

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Opening Bell - Morning Commentary Global Markets Retreat on Rate Uncertainty and Carry Trade Concerns, Indian Markets Cautious Ahead of MPC US stocks weakened on Monday as investors rotated out of risk assets, with US indices and the FTSE 100 closed lower despite historically supportive seasonality for December. U.S. stocks were weighed down by a j…

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Opening Bell - 01 / 12 / 2025 2:22

11d ago2:22

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Opening Bell - Morning Commentary Markets Rally Near Record Highs Amid Rate-Cut Optimism US equity markets rallied strongly during the Thanksgiving-shortened week, with all major indices posting solid gains as risk appetite improved. Dovish remarks from several Federal Reserve officials, coupled with softer-than-expected economic data, reinforced g…

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Opening Bell - 28 / 11 / 2025 2:43

14d ago2:43

2:43

Opening Bell - Morning Commentary European Markets Steady on US Thanksgiving Holiday; India's Q2 GDP Growth in Focus European stocks edged slightly higher on Thursday while the dollar held steady, as investor confidence in a December Federal Reserve rate cut supported market sentiment and helped bitcoin stabilise above recent lows. The holiday-shor…

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Opening Bell - 27 / 11 / 2025 2:56

15d ago2:56

2:56

Opening Bell - Morning Commentary AI Stocks and Rate Cut Bets Power Wall Street's Pre-Holiday Momentum Wall Street extended its rally on Wednesday as revived tech strength and the increasing probability of a December interest rate cut from the U.S. Federal Reserve put investors in a buying mood the day before the Thanksgiving holiday. All three maj…

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Opening Bell - 26 / 11 / 2025 2:34

16d ago2:34

2:34

Opening Bell - Morning Commentary Rate Cut Optimism Lifts U.S. Markets as Retail Stocks Shine American stocks rose substantially on Tuesday, with the Nasdaq recovering from an early decline to join the Dow and S&P 500 in positive territory. Alphabet surged nearly 3% on reports that Meta may adopt its AI chips, boosting sentiment around its Gemini p…

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Opening Bell - 24 / 11 / 2025 2:37

18d ago2:37

2:37

Opening Bell - Morning Commentary Indian Markets Eye Recovery as Global Sentiment Stabilises Friday brought welcome relief to major US indices, fuelled by renewed speculation that the Federal Reserve may cut rates in December after dovish remarks from policymakers. Technology and communication services lagged amid profit-taking that hit AI and clou…

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Opening Bell - 19 / 11 / 2025 2:29

23d ago2:29

2:29

Opening Bell - Morning Commentary Tech Retreat Deepens Amid AI Bubble Concerns, Nvidia Results Awaited Wall Street stocks closed sharply lower on Tuesday as technology shares retreated amid concerns about AI valuations, and bitcoin briefly dipped below $90,000, signalling reduced risk appetite. All three major U.S. stock indexes ended deep in negat…

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Opening Bell - 18 / 11 / 2025 2:52

23d ago2:52

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Opening Bell - Morning Commentary Tech Selloff Deepens as Nvidia Results Loom US stocks closed sharply lower on Monday, with the S&P 500 and Nasdaq falling below key technical levels for the first time since late April. The selloff intensified throughout the session, dragging major indices to one-month lows as valuation concerns resurfaced ahead of…

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Opening Bell - 17 / 11 / 2025 2:48

25d ago2:48

2:48

Opening Bell - Morning Commentary Nvidia Earnings Take Centre Stage this week, PSU Buying and Political Clarity Support Indian Markets. The Nasdaq and the S&P 500 climbed well off their lows and into positive territory before eventually ending the day roughly flat. Recent comments from Federal Reserve officials, as well as indications that key U.S.…

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Opening Bell - 14 / 11 / 2025 2:16

27d ago2:16

2:16

Opening Bell - Morning Commentary Wall Street Sells Off Sharply Amid Fed Rate Cut Uncertainty, Bihar Election results in focus. Wall Street ended sharply lower on Thursday, with steep losses in Nvidia and other AI heavyweights, as investors scaled back expectations of interest rate cuts amid inflation worries and divisions among central bankers ove…

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Opening Bell - 13 / 11 / 2025 2:39

28d ago2:39

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Opening Bell - Morning Commentary Dow Hits Record High The Dow closed above 48,000 for the first time, driven by optimism over the imminent end of the 43-day U.S. government shutdown. Defensive sectors and consumer staples led gains; meanwhile, tech stocks struggled. Progress toward passing a funding bill in Congress helped lift market sentiment, w…

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Opening Bell - 12 / 11 / 2025 2:32

30d ago2:32

2:32

Opening Bell - Morning Commentary Wall Street Ends Mixed On Tuesday, Hopes of a Trade Deal with the US buoy Indian markets. The Dow extended its strong upward move and the S&P 500 recovered from early weakness. The tech-heavy NASDAQ has slipped back to the downside. The Dow surged more than 500 points, setting a new all-time closing high. Optimism …

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Opening Bell - 10 / 11 / 2025 2:43

1M ago2:43

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Opening Bell - Morning Commentary US Tech Wobbles, while Indian Markets Eye Recovery The US stock market showed mixed performance marked by cautious optimism tempered with volatility, especially in technology stocks. The S&P 500 index was flat for the last week, reflecting a slight retreat from October's 2.3% gain. The Dow Jones Industrial Average …

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Opening Bell - 07 / 11 / 2025 1:31

1M ago1:31

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Opening Bell - Morning Commentary Wall Street tumbled on Job cuts and concerns about Overvaluation. The American markets (S&P 500 (-1.12%) and NASDAQ 100 (-1.91%)) tumbled on Thursday as Big Tech and AI stocks faced profit-taking amid mounting concerns about overvaluation. Nvidia, AMD, Palantir, and Tesla led declines, pressured by weak investor se…

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Opening Bell - 06 / 11 / 2025 1:46

1M ago1:46

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Opening Bell - Morning Commentary US Markets Rebound on Strong Data as AI Concerns Ease U.S. markets rebounded on Wednesday from Tuesday's steepest single-day decline in nearly a month. Surging semiconductor stocks and robust jobs and services data restored investor confidence after sharp losses triggered by concerns over AI sector valuations. Chip…

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Opening Bell - 04 / 11 / 2025 1:59

1M ago1:59

1:59

Opening Bell - Morning Commentary AI Optimism Lifts Nasdaq; Action Shifts to Smaller Stocks in Indian Markets. Major U.S. stock indexes posted mixed performance on Monday. The Nasdaq and S&P 500 advanced, while the Dow declined. The tech-heavy Nasdaq's gain was driven primarily by Amazon, which surged 6% to a record high following a $38 billion agr…

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Opening Bell - 03 / 11 / 2025 1:50

1M ago1:50

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Opening Bell - Morning Commentary Indian Markets Pause After Four-Week Rally Indian markets ended their four-week winning streak in the first week of November 2025, with the Nifty declining 0.65% and the Sensex falling 0.55% to close at 25,722 and 83,938, respectively, marking a pause in the recent rally amid profit-taking. Sentiment turned cautiou…

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Opening Bell - 31 / 10 / 2025 1:49

1M ago1:49

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Opening Bell - Morning Commentary U.S. Stocks Move Lower As Meta, Microsoft Tumble The weakness on Wall Street came amid an adverse reaction to earnings reports from tech giants Meta Platforms and Microsoft. Facebook parent Meta plunged by 11.3 % to a five-month closing low after reporting better-than-expected third-quarter results but forecasting …

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Opening Bell - 11 / 08 / 2025 2:18

4M ago2:18

2:18

Trump’s Tariff Shock: Indian Markets Weather Sixth Straight Week of Declines Trump's imposition of hefty tariffs on dozens of countries and a weaker-than-expected jobs report triggered concerns over economic growth. However, US markets recovered steadily, helped by strong quarterly earnings and lower volatility levels compared to earlier months. Te…

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Opening Bell - 06 / 08 / 2025 2:23

4M ago2:23

2:23

Indian Markets Anticipate RBI Monetary Policy Easing US indices fell, erasing gains from Monday's rally, as tariff concerns and disappointing economic data weighed on markets. Losses were broad-based, with growth sectors leading declines following weaker-than-expected data. President Trump's threats to impose new tariffs on India and pharmaceutical…

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Opening Bell - 05 / 08 / 2025 2:31

4M ago2:31

2:31

U.S. Markets Rally on Fed Rate Cut Expectations U.S. equity markets surged Monday, delivering their strongest single-day performance since May. The NASDAQ jumped 2.0% to 21,053.58, the S&P 500 gained 1.5% to 6,329.94, and the Dow rose 1.3% to 44,173.64. Tech megacaps led the advance, with Nvidia, Microsoft, and Meta reaching new highs. The rally fo…

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Opening Bell - 04 / 08 / 2025 2:17

4M ago2:17

2:17

All Eyes on RBI This Week The Indian stock market remained bearish for the fifth consecutive week, the longest in two years, marked by significant declines amid persistent global trade tensions and domestic uncertainties. Sentiments remained subdued, driven mainly by heavy selling from Foreign Institutional Investors, weak corporate earnings, parti…

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Opening Bell - 01 / 08 / 2025 2:39

4M ago2:39

2:39

Equities Lose Ground as Early Gains Fade U.S. stocks closed lower on July 31, with the S&P 500 down 0.37% and Nasdaq off 0.55%, as early optimism from Big Tech earnings faded amid late session volatility and cautious investor positioning. Strong earnings from Microsoft and Meta initially boosted sentiment and futures, but this enthusiasm was not br…

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Opening Bell - 31 / 07 / 2025 2:44

4M ago2:44

2:44

Donald Trump’s 25% tariff will hurt Indian market sentiments US President Donald Trump has announced a 25% tariff on India (plus a potential penalty) starting August 1. This is similar to the tariff announced on liberation day (April 2) and is somewhat higher than the overall weighted average tariff on all imports of 18%. Among EM peers, Vietnam, I…

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Opening Bell - 30 / 07 / 2025 2:10

4M ago2:10

2:10

Opening Bell - Morning Commentary S&P 500 and Nasdaq Snap Record Streaks After failing to sustain an early move to the upside, stocks gave back ground throughout the remainder trading session yesterday. The major averages pulled back well off their early highs before ending the day in negative territory. The pullback on Wall Street may have reflect…

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Opening Bell - 29 / 07 / 25 2:25

5M ago2:25

2:25

Opening Bell - Morning Commentary US Markets End Choppy Trading Day at New Record Closing Highs After moving modestly higher early in the session, stocks turned into a relatively lackluster performance over the trading day on Monday. Despite the choppy trading, the Nasdaq and the S&P 500 reached new record closing highs. The early strength on Wall …

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Opening Bell - 28 / 07 / 25 2:37

5M ago2:37

2:37

Opening Bell - Morning Commentary Trade Deal Uncertainty Impacts Market Sentiments. US markets posted solid weekly gains, with the S&P 500 rising 1.1%, the Nasdaq gaining 1.2%, and the Dow advancing 1.3%. The S&P 500 achieved its fifth consecutive record close on July 25, reaching above 6,389 points—its longest winning streak in over a year. The Na…

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Opening Bell - 18 / 07 / 25 2:08

5M ago2:08

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Opening Bell - Morning Commentary Positive Economic Indicators Contribute To Record Highs On Wall Street The S&P 500 and Nasdaq closed at fresh record highs, extending a strong streak for major indices. Gains were driven by robust U.S. retail sales, upbeat jobless claims, and strong earnings results, especially from tech and consumer firms. With th…

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Opening Bell - 17 / 07 / 25 2:48

5M ago2:48

2:48

Opening Bell - Morning Commentary Volatility on Fed Chair Drama U.S. markets advanced modestly as a mix of strong bank earnings and cooler inflation readings helped calm investor concerns about ongoing trade tariff tensions. Stocks experienced notable volatility mid-session after reports that President Trump was preparing to fire Fed Chair Jerome P…

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Opening Bell - 10 / 07 / 25 2:32

5M ago2:32

2:32

Opening Bell - Morning Commentary Nvidia leads the market higher. Nvidia helped fuel a tech rally that saw the AI darling jump by 1.8 per cent and become the first public company to reach a market capitalisation of $4 trillion. Equity markets closed higher on Wednesday, following President Trump's announcement of new tariffs on seven countries. To …

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Opening Bell - 08 / 07 / 25 1:55

5M ago1:55

1:55

Opening Bell - Morning Commentary U.S. Stocks Pull Back Sharply Amid Renewed Trade Concerns, India Awaits a Trade Deal. Shares on Wall Street fell after Trump sent letters to 14 countries, including Japan and South Korea, unveiling sharply higher tariffs on imports into the United States, while also postponing their implementation to August 1. The …

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Opening Bell - 26 / 05 / 25 2:15

7M ago2:15

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Opening Bell - Morning Commentary Global shares breathe a sigh of relief as Trump delays European Tariffs - Indian markets are poised to open positively. President Trump had initially planned to impose a 50% tariff on imports from the European Union, effective June 1, which had negatively impacted global markets. The reversal of this stance is now …

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Opening Bell - 21 / 05 / 25 2:04

7M ago2:04

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Opening Bell - Morning Commentary U.S. Markets Retreat as Investors Reassess Recent Optimism U.S. equity markets closed modestly lower Tuesday during a session marked by minimal economic data releases. The pullback follows a robust rebound over the past month, prompting investors to question the sustainability of recent optimism fuelled by apparent…

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Opening Bell - 20 / 05 / 25 1:54

7M ago1:54

1:54

Opening Bell - Morning Commentary Japan's PM Raises Alarm on Economic Challenges, Late U.S. Market Recovery to Boost Our Markets' Opening. US stocks recovered from steep early-session losses and closed slightly higher on Monday. Investors digested news that a major ratings agency had downgraded its U.S. federal government debt assessment. The major…

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Opening Bell - 19 / 05 / 25 2:06

7M ago2:06

2:06

Opening Bell - Morning Commentary US Credit Rating Downgrade to Temper Global Market Sentiment, Local Small and Midcap Stocks are likely to Remain Resilient. Moody’s Investors Service cut the United States' credit rating, citing concerns over rising debt and political deadlock. This is a jolt to US markets, though it may not impact it immediately, …

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Opening Bell - 14 / 05 / 25 2:17

7M ago2:17

2:17

Opening Bell - Morning Commentary Trade war truce between USA & China lifts sentiments across the globe, lower inflation print will propel the RBI to cut rates in the forthcoming policy The S&P 500 and the Nasdaq closed higher on Tuesday for a second straight day after softer-than-expected inflation numbers added to investor optimism after the U.S.…

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Opening Bell - 13 / 05 / 25 2:16

7M ago2:16

2:16

Opening Bell - Morning Commentary Markets to digest recent gains U.S. equity markets rose sharply to start the week, as the United States and China agreed to a 90-day pause on the escalating tariffs placed on each other and will temporarily reduce their respective levies. The two countries announced this in a rare joint statement following high-sta…

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Opening Bell - 09 / 05 / 25 2:27

7M ago2:27

2:27

Opening Bell - Morning Commentary US stocks rose on a trade deal with the UK - Our markets fell as geopolitical tensions escalated. U.S. equity markets closed higher on Thursday, following a trade agreement between the U.S. and U.K., Which is expected to lower U.S. tariffs on products such as autos, steel, aluminium and aerospace engines imported f…

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Opening Bell - 06 / 05 / 25 2:35

7M ago2:35

2:35

Opening Bell - Morning Commentary Emerging Markets currency Index rises to an all-time high - Expect more demand for emerging markets assets. U.S. equity markets closed modestly lower on Monday, with the S&P 500 snapping a streak of nine consecutive days with positive returns. The energy sector was a laggard, declining by 2%, driven by a fall in oi…

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Opening Bell - 02 / 05 / 25 2:11

7M ago2:11

2:11

Opening Bell - Morning Commentary Record GST numbers since its launch. U.S. stocks advanced on Thursday, with the Dow and S&P 500 posting their eighth straight session of gains after strong results from mega-caps Microsoft and Meta eased concerns about artificial intelligence spending. Microsoft surged 7.6% and closed at its highest level since lat…

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Opening Bell - 30 / 04 / 25 2:16

8M ago2:16

2:16

Opening Bell - Morning Commentary Corporate Results and Global Politics to Steer Markets U.S. equity markets closed higher on Tuesday, with the S&P 500 extending its winning streak to six consecutive days. Stocks finished in positive territory after fluctuating between modest gains and losses during choppy trading as investors evaluated recent corp…

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Opening Bell - 29 / 04 / 25 2:09

8M ago2:09

2:09

Opening Bell - Morning Commentary Wall Street Pauses as Key Economic Reports and Corporate Earnings Loom The S&P 500 closed a choppy session nearly unchanged on Monday, weighed down by mega-caps as investors awaited several catalysts, including key economic data and earnings from some of the largest U.S. companies. Approximately 30% of companies in…

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Opening Bell - 28 / 04 / 25 2:31

8M ago2:31

2:31

Opening Bell - Morning Commentary Do not predict, prepare. U.S. stock markets rallied significantly, with all major indices posting substantial weekly gains as reports suggested easing trade tensions between the U.S. and China. Potential agreements with other trading partners further bolstered market sentiment. The Nasdaq Composite led with a 6.7% …

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Opening Bell - 24 / 04 / 25 2:23

8M ago2:23

2:23

Opening Bell - Morning Commentary Sentiment remains cautious amid signs of escalation in geopolitical tensions - markets will find buying support at lower levels during pullbacks. The apparent U.S. softening on China tariffs was a welcome sign for markets battered by Trump's erratic trade policies. On Wednesday, the US stock market ended higher on …

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Opening Bell - 23 / 04 / 25 2:24

8M ago2:24

2:24

Opening Bell - Morning Commentary U.S. stocks and the dollar rebound as Trump steps back With gains led by the financials and consumer discretionary sectors, U.S. equity markets have advanced, signalling a shift towards risk-on sentiment among investors. Wall Street indices posted substantial gains, rebounding significantly following Trump's commen…