Ed Yardeni of Yardeni Research highlights the instability in Washington s policies, leading to market volatility. Despite this, Germany and other European nations are prompted to boost their defence and economic stimulus. China s additional consumer stimulus might result in better global economic growth. The US economy remains resilient, but uncertainty from the trade war persists.

Bitcoin fell 4.7% despite Trump’s executive order establishing a strategic Bitcoin reserve funded from seized assets. Investors reacted negatively as no fresh government purchases were planned. Ethereum dropped 6%, altcoins declined up to 10%. BTC rebounded after support at $84,700, with short-term consolidation expected.

Indian government bond yields are expected to remain largely unchanged on Friday as market participants await U.S. economic data. The data may influence the Federal Reserve s interest rate decisions. Local bond yields could see an increase due to the RBI s decision on bond purchases. Broad-based movement is likely next week after the U.S. jobs data release.

Vivek Paul of BlackRock, believes that India presents strong structural growth opportunities that make it a long-term winner

Additionally, another important indicator, the 20-period disparity index, is currently at 4%, a range that has historically preceded market recoveries.

JM Financial has upgraded Aster DM Healthcare to a BUY rating with a revised target price of Rs 532. The brokerage highlights Aster s valuation gap compared to peers and expects synergies from the Aster-QCIL merger to drive revenue growth. They anticipate a significant improvement in EBITDA and RoIC, projecting a 34% upside for the stock.

Quess Corp shares surge by 6% after receiving NCLT approval to list its newly demerged entities, Bluspring Enterprises and Digitide Solutions. The demerger aims to enhance operational efficiency and unlock shareholder value, as Quess Corp prepares for independent growth strategies for the new firms.

Indian benchmark indices opened lower on Friday, influenced by weakness in Asian markets and declines in IT and private banking stocks. This downturn follows two sessions of gains driven by the possibility of US tariff relaxation on Canadian and Mexican goods and the recent drop in oil prices. Investors await crucial US labor market data for further direction.

Global uncertainties, including policy directions from the U.S., have had an impact, while domestic factors such as weak earnings and high valuations have added to market pressure