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July ' 25 Crude Oil Report

In our monthly Jun-25 report (24-May-25, Brent $64.92), we expected Brent to limit its near-term rise to $68 and to decline towards $55 by Aug-25 before rebounding towards $70 and higher by Mar-26. Brent rose sharply from $58.20 itself instead of extending the fall to our expected $55, meeting our long-term target of $70 much sooner than expected. The acceleration in crude prices have been triggered by escalation of war scenario between Iran and Israel and concerns over closure of the Strait of Hormuz.

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July '25 Dollar Rupee Quarterly Forecast

WHAT'S NEW?

July '25 Quarterly Forecast

Our July '25 Dollar Rupee Quarterly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.

WHAT'S NEW?

July'25 EURUSD Report

The Dollar Index has high chances of rebounding from support at 96, in which case, it could limit the immediate upside for Euro and lead to a decline in the coming months ...Read More

WHAT'S NEW?

July'25 USDJPY Report

In our 07-Jun-25 report (USDJPY 144.90), we expected the pair to extend the fall to 138-136 initially before ascending towards 150 in the longer run. Contrary to expectation, the pair ... Read More

WHAT'S NEW?

July'25 GOI Report

In our 05-Jun-25 report (10Yr GOI 6.25%) we said that the 10Yr GOI downside is limited to 6.0% from where it can rise towards 6.5%. In line with that, although the 10Yr GOI dipped ... Read More

WHAT'S NEW?

July'25 Crude Oil Report

Brent rose sharply from $58.20 itself instead of extending the fall to our expected $55, meeting our long-term target of $70 much sooner than expected. The acceleration in crude prices have been triggered by ... Read More

WHAT'S NEW?

Aug '25 US Treasury Report

In our last report (28-Jun-25, UST10Yr 4.28%) we had highlighted the stagflation dilemma faced by the US FED (which still remains); had said that the Inflation Expectation could rise (it did indeed rise); that Inflation is .... Read More

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