S2 EP15 | The Ceasefire That Crashed Crude 13% And Why India Wins
The Tanmay Edge | India's pre-market edge, every trading day... por Tanmay Kurtkoti
Notas del episodio
Trump's Iran ceasefire crashed Brent 13% to $94 overnight biggest single-session crude drop since the 2020 Saudi price war.
GIFT Nifty surged 700 points to 23,808. India imports 85% of its oil every $10 drop saves ₹43,000 Cr on the annual import bill, directly reducing inflation and giving RBI room to cut.
RBI MPC decision at 10 AM. Pro added 9,459 long contracts with 24,591 protective puts — classic long-but-protected positioning.
FII still short 2,59,000 futures contracts, now staring at massive MTM losses. Client added 36,000 more short puts betting on downside when the ceasefire was hours away.
Dollar Index below 99. Gold $4,817. Asia ripping Nikkei +5.39%, KOSPI +6%. New 17 Apr chain building, OI is thin, resistance-less. 24,000 is the bi ...