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*MORNING ASIA @ 7:00 AM –– FRIDAY, SEPTEMBER 4, 2026* GIFT NIFTY | Signals a Comeback This Friday morning, the street is betting on Fed Chair Warsh to keep a manic bond market from unravelling # THE MARKET THEME | All eyes are now on Friday’s US jobs report and next week’s inflation data after Fed Chair Warsh signalled readiness to raise rates if required. # BOTTOM LINE | A relief rebound appears likely, but genuine strength will be confirmed only above Nifty’s key hurdle at 24,150. # THE GYAN MANTRA | Make hay while the sun shines — but keep strict stop-losses. 🌅 7:00 AM GLOBAL UPDATE GIFT Nifty 🇮🇳: (+121, 24054) Dow Futures: (-5, 53681) Nasdaq 100 Futures (-121, 29361) 🧭 ASIAN MARKETS Nikkei (+503, 64705) Hang Seng (+302, 25516) 🇺🇸 WALL STREET (Overnight) Dow Jones (+624, 53686) Nasdaq Composite (+366, 26584) Bovespa (-17, 185188). 📦 COMMODITIES, CURRENCIES & BOND *WTI OIL (+0.41%, 91.70)* Gold (+7, 4480) Silver (+1.65, 66.95) Copper (+0.15%, 6.58) Dollar Index (-0.01%, 98.96) *U.S. 10 Year Treasury Note (4.77)* *🇮🇳 Indian ADRs – Performance | Thursday, September 3, 2026.* 🟢 Infosys: +1.00% 🟢 HDFC Bank: +0.28% 🔴 ICICI Bank: −0.20% 🔴 Wipro: −0.0% 🔴 MakeMyTrip: −0.95% 🔴 Dr Reddy’s Labs: −1.15% BOTTOM LINE | Indian ADRs ended mixed, with Infosys outperforming while Dr Reddy’s and MakeMyTrip faced selling pressure. # *WALL STREET AT GLANCE –– FRIDAY, SEPTEMBER 4, 2026* # WALL STREET FUTURES | Little Changed Ahead of Crucial Jobs Report US stock futures traded cautiously on Friday as investors awaited the August payrolls report for fresh clues on the labour market and the Fed’s policy outlook. WALL STREET OVERNIGHT | Dow: +1.18% S&P 500: +1.06% Nasdaq: +1.40% All three benchmarks gained for a second straight session as Treasury yields eased following dovish remarks from Fed Governor Christopher Waller. # COMMODITIES CORNER: 1) Oil Update: Climbs Towards $92; Set for 10% Weekly Surge Oil prices remained elevated amid renewed US–Iran hostilities and growing uncertainty over shipping through the Strait of Hormuz. Vessel traffic through Hormuz has slowed sharply, while refinery disruptions across the Middle East and Russia are tightening global fuel supplies. 2) Gold Update: Holds Firm Near $4,500 Gold extended gains as dovish remarks from Fed Governor Christopher Waller pushed the probability of a September rate hike down to nearly 50% from 63%. A weaker US dollar and falling Treasury yields supported bullion, while Middle East tensions and surging crude prices kept safe-haven demand alive. 3) Silver Update: Holds Firm Near $67 Silver extended gains as dovish remarks from Fed Governor Christopher Waller lowered expectations of a September rate hike to nearly 50% from 63%. A weaker US dollar and falling Treasury yields supported the metal, while Middle East tensions and rising crude prices kept inflation concerns alive. 4) Copper Update: Holds Near $6.50 Per Pound Copper consolidated below its record high of $6.70 as elevated bond yields and concerns over the global manufacturing outlook capped gains. POSITIVE CATALYSTS | Sulphuric-acid shortages are constraining refinery output, while potential US tariffs on unprocessed copper have triggered front-loaded buying. BOTTOM LINE | Tight supplies and steepening backwardation keep copper’s broader bullish structure intact. (Source: MARKETWATCH, BARRONS, WSJ, THESTREET, INVESTING.COM) Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries. 🇮🇳 🇮🇳 🙏🏻