HDFC Bank's standalone net profit rose 4.7% to Rs 19,509.96 crore in Q2, driven by higher net interest income and fee earnings. Deposits grew faster than advances as bad-loan ratios improved.

US Treasury yields are hovering near their highest levels in more than two decades after September inflation rose to 3.7%, raising bets on another Federal Reserve rate hike. Investors are now watching fresh US economic data for clues on the Fed's next move.

Rising Treasury yields and a stronger US dollar added to the pressure on bullion.

U.S. Treasury yields eased from recent highs, with the 10-year yield down 3.3 basis points on the week to 5.243% and the 2-year yield down 3.4 basis points to 4.789%. All three major U.S. stock indexes closed higher, led by the Nasdaq Composite up 0.64% and the S&P 500 up 0.59%, while the Dow added 423 points. President Donald Trump said Russia would immediately supply more than 300,000 tons of diesel, as WTI settled near $92 a barrel and Brent ended above $104 a barrel.

Indian sugar stocks rose on October 6, led by Dhampur Sugar Mills up over 7% and Shree Renuka Sugars up over 4%. ICE raw sugar futures climbed above 20.81 cents per pound on Monday, the highest level in more than 19 months. The International Sugar Organisation last month forecast a global deficit of 200,000 tonnes for the 2026-27 sugar season.

Gold steadied after a drop of more than 3% on Monday, with COMEX gold futures flat at $4,168 per ounce. Silver extended losses, falling more than 1% to $61 per ounce. US 10-year real yields climbed to an 18-year high near 2.85%, lifting expectations for further Federal Reserve rate hikes. In India, MCX gold futures were flat while silver futures fell 0.9%.

Sugar prices in India have eased after jumping to Rs 65/kg in August, with ex-mill rates down nearly 25% and retail prices falling by around 10% to about Rs 58.50/kg. The average retail price stood at Rs 58.02/kg on Tuesday, up 25% year on year but down 3% from last month, according to the Department of Consumer Affairs’ Price Monitoring Cell. Industry estimates show 2025-26 sugar output fell 27% to around 28.1 MT, while the pace of declines has varied across the supply chain.

Anthropic’s annualised revenue run rate has surpassed $100 billion, about 50% higher than its pace two months ago, driven by demand for its Claude AI products such as Claude Code and Cowork. The company has signaled it is moving toward an IPO after confidentially filing on June 1, with trading potentially beginning as soon as November. The run-rate figure is a projection based on recent sales and does not mean Anthropic has already booked $100 billion in revenue.

Oil rose above $107 a barrel, while Saudi output in August fell by more than 40% from February. Core CPI increased 0.3% month on month, adding to expectations the Federal Reserve will raise rates on Sept. 16. US stocks and bonds both fell last week, with 2- to 30-year yields jumping 11 to 26 basis points as the S&P 500, Nasdaq and Russell 2000 declined in tandem.