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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WHAT'S NEW?
Nov '25 Monthly Forecast
Our November '25 Dollar Rupee Monthly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.
WHAT'S NEW?
Nov'25 EURUSD Report
The German-US 2yr yield has been hovering just below crucial resistance. Will it decline sharply from here and suggest Euro weakness? Or can it break higher in the coming months? ...Read More
WHAT'S NEW?
Nov'25 USDJPY Report
In our 08-Oct-25 report (USDJPY 152.68), we expected the USDJPY to initially rise to 154-155 in the near term followed by a fall to 149.50 in Nov-25 before ... Read More
WHAT'S NEW?
Nov'25 GOI Report
In our 30-Sep-25 report (10Yr GOI 6.57%) we expected Inflation to rise strongly, but the CPI has surprised by falling to 1.54% instead, the lowest level since 2017. The US FED has cut the Fed Rate by ... Read More
WHAT'S NEW?
Nov'25 Crude Oil Report
With sharp decline in Gold and Gold/Brent ratio, will Brent now start moving higher? Or will other geopolitical and global issues continue to weigh and put pressure for a lower crude price? ... Read More
WHAT'S NEW?
Nov '25 US Treasury Report
In our last report (09-Oct-25, UST10Yr 4.11%) we continued to expect the FED to cut rates by 25bp-50bp in its 29-Oct
and 10-Dec meetings and for the US10Yr to dip to .... Read More