US Fed Interest Rate Pause & $90 Crude Oil Impact on Indian Equities | Market Analysis..... 30-July-26

As the US Federal Reserve votes 9-3 to maintain interest rates, inflation concerns keep global markets on edge. With Brent crude holding around $90/bbl following US military action in Iran, we evaluate how Indian equities are navigating geopolitical strains and what the ₹90,000 crore defense manufacturing deal means for defense stocks.