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EU (EA) Biz Sentiment      
  Expectation      
Date Market Kshitij Prev Release Rev
30-Jul-25 94.8 94.9 94.2 95.8 95.7
28-Aug-25 95.9 95.0 95.7 95.2 95.3
29-Sep-25 95.2 95.1 95.3 95.2 -
30-Oct-25 - - 95.2 - -
           
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October '25 Dollar Rupee Quarterly Forecast
WHAT'S NEW?
Oct '25 Quarterly Forecast
Our October '25 Dollar Rupee Quarterly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.
October'25 EURUSD Report
WHAT'S NEW?
Oct'25 EURUSD Report
In our September 2025 outlook (15-Sep-25, EURUSD 1.1725), we expected Euro strength to be limited to 1.19/20, to be followed by a decline to 1.12 by Mar-26 and 1.0875 by Jun-26. We had expected a rise in the Euro after an expected ...Read More
Oct'25 USDJPY Report
WHAT'S NEW?
Oct'25 USDJPY Report
In our 12-Sep-25 report (USDJPY 147.96), we expected the USDJPY to limit the downside to 144 and ascend towards 155-158 in the coming months. In line with our view, USDJPY limited the downside to ... Read More
October'25 GOI Report
WHAT'S NEW?
Oct'25 GOI Report
In our 10-Sep-25 report (10Yr GOI 6.48%) we expected the RBI to be on pause in its next MPC meeting on 01-Oct. This is to be seen tomorrow. We had also said there was room for the FOMC to cut rates by 25-50bp, and accordingly they ... Read More
October'25 Crude Oil Report
WHAT'S NEW?
Oct'25 Crude Oil Report
The WTI Net Long/short position has remained below 2 for about 2-months now, the longest time since 2006. The market sentiment continues to be bearish on crude prices for the near term. ... Read More
Oct '25 US Treasury Report
WHAT'S NEW?
Oct '25 US Treasury Report
In our last report (03-Sep-25, UST10Yr 4.22%) we expected the FED cut rates by 50bp in the rest of 2025 and the shortend of the Curve to move down with the US2Yr falling towards .... Read More
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