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Morning Briefing The yields remain higher but stable. The upside remains open to see 5.35%-5.4% (10Yr) and 5.7%-5.75% (30Yr) now and much higher levels eventually in the long term. Support is at 5.15%-5.1% (10Yr) and 5.55%-5.5% (30Yr).
The German ......Read more

Last Updated	German-US 2Yr	German-US 10Yr
08-Oct-26	-1.73	-1.82

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Oct '26 Quarterly Forecast

Our October '26 Dollar Rupee Quarterly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.

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Sep'26 EURUSD Report

Euro has a positive correlation with US ISM since 2009, except in the period mid-2023 to mid-2025. Positive correlation suggests that while the US ISM rises in the coming months to 58-59, the Euro could rise or remain elevated within ... Read More

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Jan'26 USDJPY Report

In our 10-Dec-25 report (USDJPY 156.70), we expected the USDJPY to trade within 154-158 region till Jan’26 before eventually rising in the long run. In line with our view, the pair limited the downside to ... Read More

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Sep'26 GOI Report

In our 05-Aug-26 report (10Yr GOI 6.82%), we projected a 6.63-6.95% range for a few months before a rise towards 7.10% by Jul-27, assuming Brent stayed within $75-95 before rising to $115. Brent is already up to $105, pushing the 10Yr GOI close to... Read More

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Oct'26 Crude Oil Report

In our September 2026 report (11-Sep-26, Brent @ $103.84), we had expected Brent to range within $90-115 for the next 1year. Prices were expected to remain elevated, primarily driven by the low volume of vessel transit in the Strait of Hormuz. Brent indeed traded within $109.97 and $90.70 in Sep-26, within our expected range. ... Read More

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Oct '26 US Treasury Report

In our last report (04-Sep-26, UST10Y 4.77%) we had noted chances of a slowdown ahead but since Crude could spike up, we retained our view of the US10Yr rising to 5.10% by Nov-26 and 5.40% by Mar-27. As it turns out, Brent did indeed rise to .... Read More

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