Morning BriefingThe US Treasury Yields are continuing to move up. They have risen above their intermediate resistance. While this sustains, there is room to rise more from here. The German yields continue to move up and can rise further. The ECB meeting outcome tomorrow will need a close watch The 10Yr GoI remains lower. It has to sustain above its immediate support to keep alive the chances of seeing one more leg of rise. Else, it can resume the fall from here itself. We will have to wait and watch.
Our July '26 Dollar Rupee Quarterly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.
WHAT'S NEW?
July'26 EURUSD Report
In our June 2026 report (10-Jun-26, EURUSD 1.1546), we expected the Euro to rise towards 1.17 in Jun-26 before reversing lower, with surging crude prices, rising inflation, and potential central bank rate hikes posing key risks amid the ongoing US-Iran conflict.... Read More
WHAT'S NEW?
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
WHAT'S NEW?
July'26 GOI Report
In our last report on 03-Jun-26 report (10Yr GOI 7.03%) we remained bullish on Brent and therefore called for higher CPI and higher Yields. At the same time, we said, “Our view will come under threat if Brent trades ... Read More
WHAT'S NEW?
July'26 Crude Oil Report
In our June 2026 report (1-Jun-26, Brent @ $95.47), we had expected Brent to correct to $88 before bouncing back to $120 and $145 by Aug-26 and Sep-26, respectively. A sustained trade below $90 was said to be incumbent on a fully credible resolution of the US-Iran war. ... Read More
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
