Market Pulse: Key triggers to watch before the September 29 trading session

Crude oil prices jumped after US President Donald Trump rejected Iran’s proposed conditions for a ceasefire, with Brent crude rising above $106 a barrel. The rise in oil prices, along with higher US Treasury yields, weighed on US stocks on Monday and could keep investors on edge.For Indian markets, there are some positive domestic cues. Industrial output growth rose to 8% in August 2026, while telecom companies added more subscribers during the month. Tata stocks could also be in focus after Tata Trusts, which owns a 66% stake in Tata Sons, proposed merging Tata Electronics Systems Solutions Private Ltd (TESS) and Tata Consulting Engineers (TCE) with Tata Sons.