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Morning Briefing The US 10Yr (4.46%) and 30Yr (4.95%) have risen back sharply contrary to our expectation. If this sustains a further rise to 4.5%-4.55% (10Yr) and 5% (30Yr) is possible. That will negate the fall to 4.3% (10Yr) and 4.8% (30Yr) that we were expecting.
The German 10Yr (2.86%) and 30Yr (3.42%) ......Read more
Last Updated German-US 2Yr German-US 10Yr
01-Jul-26 -1.64 -1.58
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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?
June'26 EURUSD Report
In our May 2026 report (11-May-26, EURUSD 1.1762), we expected the Euro to rise to 1.1950 by May-26 before falling towards 1.16-1.14 in the coming months. We delayed the fall to 1.10 from the earlier expected Aug-26 to Mar-27 as the Dollar Index remained within a broad range for more than expected... Read More
January'26 USDJPY Report
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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
June'26 GOI Report
WHAT'S NEW?
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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
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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
July '26 US Treasury Report
WHAT'S NEW?
July '26 US Treasury Report
For the last few months we have been looking for Crude to rise towards $130-190 and pull up the US CPI towards 4.6% and the US10Yr Yield to 5.4% by Jan-27. This view has clearly gone wrong with Brent falling sharply below $90 as a result of the US-Iran peace deal, which is the .... Read More
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