The BSE Sensex fell 1.20% to 76,631.65, while the NSE Nifty 50 dropped 0.93% to 23,775.10, retreating after a sharp rally in the previous session. Investor sentiment weakened as renewed Middle East tensions tempered hopes of a lasting U.S.-Iran ceasefire.

Currency: The Indian rupee weakened 0.1% to ₹92.6575/USD, pressured by rising oil prices amid concerns over the truce’s longevity, affecting risk assets globally.

Government Bonds: The 10-year benchmark bond (IN064835G=CC) rose to ₹96.705, pushing the yield up 6.2 bps to 6.9601%.

Overnight Index Swaps: The 1-year OIS rate remained flat at 5.8625%, while the 5-year rate increased 5.5 bps to 6.385%.

Call Money Market: The overnight call rate held at 4.75%, with the overnight TREPS rate at 4.5%.

The pullback reflects heightened geopolitical risks impacting equities, currency, and debt markets simultaneously.