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 WHERE ARE THE GLOBAL MARKETS GOING?
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EU Industrial Production

EU Ind Prodn YoY (%)
Expectation
DateForMarketKshitijPrevReleaseRev
15-Jul-26May-260.0-1.00.4-1.2-0.7
13-Aug-26Jun-260.50.1-0.70.1-0.2
16-Sep-26Jul-26-0.2-0.2-0.2-0.2-
15-Oct-26Aug-26---0.2--
EU Ind Prodn MoM (%)
Expectation
DateForMarketKshitijPrevReleaseRev
15-Jul-26May-260.30.00.1-0.20.3
13-Aug-26Jun-260.00.00.30.0-0.1
16-Sep-26Jul-26-0.5-0.1-0.1-0.1-
15-Oct-26Aug-26---0.1--
Sep '26 Dollar Rupee Monthly Forecast
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.
Sep'26 EURUSD Report
WHAT'S NEW?
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
January'26 USDJPY Report
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
September'26 GOI Report
WHAT'S NEW?
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
Sep'26 Crude Oil Report
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
September '26 US Treasury Report
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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