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GOI Report
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June ' 26 GOI Report

In our 11-Apr-26 report (10Yr GOI 7.03%) we had retained our bullish view on Brent towards $134 by Sep-26, while allowing for a near term dip to $95 on hopes of a US-Iran resolution. Brent fell to $89.93, lower than our expected dip of $95, but has bounced back above that. The April CPI rose to 3.48%, a tad lower than our expectation of 3.66%. Our long term 10Yr GOI target of 7.45% allowed for a near term consolidation between 6.85-7.10%. The traded range for the 10Yr GOI in May was 6.90-7.14%, more or less in line with our expectations. All eyes are on ongoing negotiations between USA-Israel-Iran
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June '26 Dollar Rupee Monthly Forecast
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June '26 Monthly Forecast
Our June '26 Dollar Rupee Monthly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.
June'26 EURUSD Report
WHAT'S NEW?
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June'26 GOI Report
WHAT'S NEW?
June'26 GOI Report
In our 11-Apr-26 report (10Yr GOI 7.03%) we had retained our bullish view on Brent towards $134 by Sep-26, while allowing for a near term dip to $95 on hopes of a US-Iran resolution. Brent fell to $89.93, lower than... Read More
June'26 Crude Oil Report
WHAT'S NEW?
June'26 Crude Oil Report
In our May 2026 report (4-May-26, Brent @ $110.75), we expected Brent to test $90.50 by Jul-26, followed by a rise to $145.13 by Sep-26 and $161.93 by Dec-26. Sustained trade below $100 was expected to be seen only on a credible resolution of the US-Iran war, which looked unlikely. ... Read More
June '26 US Treasury Report
WHAT'S NEW?
June '26 US Treasury Report
In our last report (29-Apr-26, UST10Yr 4.35%), we had said that the FED was likely to leave rates unchanged, which it did. We had also said that “once Kevin Warsh comes in, the FED is more likely to cut, responding to .... Read More
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