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Morning Briefing The yields continue to surge and have come up to 5.2% (10Yr) and 5.5% (30Yr) as expected. If the momentum sustains, an extended rise to 5.3%-5.35% (10Yr) and 5.65% (30Yr) looks possible from here.
The German ......Read more

Last Updated	German-JGB 2Yr	German-JGB 10Yr
25-Sep-26	0.4981	0.4966

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WHAT'S NEW?

Sep '26 Monthly Forecast

Our Sep '26 Dollar Rupee Monthly 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

WHAT'S NEW?

Sep'26 Crude Oil Report

In our August 2026 report (7-Aug-26, Brent @ $83.61), we had expected Brent to range within $70-100 for the rest of the year before eventually rising above $100 going into 2027. Brent has already risen to $109.97 in Sep-26 so far as the US-Iran conflict has re-escalated, impacting the transit activity in the Strait of Hormuz. ... Read More

WHAT'S NEW?

Sep '26 US Treasury Report

In our last report (29-Jul-26, UST10Y 4.62%) we had said there were greater chances of rate hike on 16-September; we had also called for higher Yields, targeting 4.75% on the US2Yr, 4.80% on the US5Yr and 5.00% on the US10Yr. Both the prognoses seem to be .... Read More

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