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**Global Market Brief — February 4, 2026**
**🇮🇳 India Market Rally**
Indian equity benchmarks witnessed a massive surge today, fueled by the newly signed **India-US trade deal** and eased tariff concerns.
* **Sensex:** Skyrocketed **2,073 points (+2.54%)** to close at **83,739**.
* **Nifty 50:** Crossed the 25k mark, ending at **25,727 (+2.55%)**.
* **Top Drivers:** Renewed investor confidence and FII short covering drove the rally, with heavyweights in **banking** and **manufacturing** leading the charge.
**🌏 Global Sentiment**
Global cues remain mixed as markets digest the geopolitical landscape.
* **US Markets:** The **S&P 500** and **Nasdaq** showed divergence; while broader indices stabilized, the **IT sector** faced selling pressure due to "AI disruption" fears.
* **Asian Markets:** The **Nikkei 225** outperformed with a **3.9%** gain, while Chinese markets saw moderate growth.
**🛢️ Commodities & Crypto**
* **Gold:** Stabilizing after a recent selloff, trading high at approx. **₹1,56,775 per 10g** (domestic) and **$5,089/oz** (global) as investors seek safety.
* **Crude Oil:** **Brent Crude** edged up to **$67.80**, supported by resurfacing geopolitical tensions in the Arabian Sea.
* **Bitcoin:** Struggling to regain momentum, trading below the **$80,000** psychological support level amid liquidity concerns.
**📅 Key Economic Events**
* **India-US Trade Pact:** The landmark agreement has significantly reduced tariff anxieties, boosting sectors like **textiles**, **gems**, and **marine processing**.
* **Monetary Policy:** Investors are now eyeing the upcoming MPC meeting on **Feb 6**, though rates are expected to remain unchanged.
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