Nifty has been trying to discount everything from tightening of financial conditions to a budget that is spending more to the adverse impact of the Adani fiasco on market sentiment to the risk of a US recession.

After all that, this is where we are shaking out the weak hands and attempting to rise to the occasion.

This week's podcast discusses the positioning of the market and traders as we end FEB expiry and enter the final month of the Financial year.

The stock markets are recovering from the possibility of a severe recession. Is it sustainable and what to watch out for.

Markets became oversold at the end of December and are slowly seeing a rally develop. For India ahead of Union budget 2023 its sets the stage for a pre-budget rally

Central banks around the world are following divergent economic and monetary policies. Thus creating big moves in forex markets, This is resulting in local inflation and high liquidity conditions that support equity prices. Understanding what the central banks want in the end, inflation or deflation needs to be deciphered. Follow the bond and currency markets closely for signals.

Nifty rallied in October on the back of short covering, but now the bulls need to back this rally if it has to go further. The real strength depends on a change in the narrative.

Global markets have been driven by the changing FED narrative but Nifty has a mind of its own. We need to find out which way the FED will pivot and when because that will drive the immediate market behaviour

The breakout in the bond and rupee markets has finally played spoilsport with the bulls' narratives on Dalal street. A reality check is in progress

The Stock market is gyrating both ways to the tune of 1000s of points, and it is important to future out which way we head next at Nifty 17900

The Nifty has been bouncing back after FIIs shorted it the most since the pandemic. How to read FII/Client data, Gold vs. Bitcoin as a currency hedge.

Nifty has started a bounce and the big question is whether it has legs, we discuss the technical picture and then the contra fundamental arguments for and against the market out there