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 WHERE ARE THE GLOBAL MARKETS GOING?
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UK GDP

UK GDP - QoQ (%)
Expectation
DateForMarketKshitijPrevReleaseRev
31-Mar-26Q3 25 Final0.10-0.10.1-
30-Jun-26Q1 26 Final0.60-0.60.6-
30-Sep-26Q4 25 Pre0.40-0.60.7-
22-Dec-26Q2 26 Pre--0.7--
UK GDP - YoY (%)
Expectation
DateForMarketKshitijPrevReleaseRev
31-Mar-26Q3 25 Final--1.21.0-
30-Jun-26Q1 26 Final--1.00.9-
30-Sep-26Q4 25 Pre--0.90.9-
22-Dec-26Q2 26 Pre--0.9--
Oct '26 Dollar Rupee Quarterly Forecast
WHAT'S NEW?
Oct '26 Quarterly Forecast
Our October '26 Dollar Rupee Quarterly 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
October'26 GOI Report
WHAT'S NEW?
Oct'26 GOI Report
In our 10-Sep-26 report (10Yr GOI 6.98%), we had noted that the Long end of the Curve, viz. the 10Yr GOI was rising due to a number of factors. We said, “Whether the RBI will raise rates on 07-Oct will depend on whether Crude happens to be breaking higher or would have cooled off from $105 to $95”.... Read More
Oct'26 Crude Oil Report
WHAT'S NEW?
Oct'26 Crude Oil Report
In our September 2026 report (11-Sep-26, Brent @ $103.84), we had expected Brent to range within $90-115 for the next 1year. Prices were expected to remain elevated, primarily driven by the low volume of vessel transit in the Strait of Hormuz. Brent indeed traded within $109.97 and $90.70 in Sep-26, within our expected range. ... Read More
October '26 US Treasury Report
WHAT'S NEW?
Oct '26 US Treasury Report
In our last report (04-Sep-26, UST10Y 4.77%) we had noted chances of a slowdown ahead but since Crude could spike up, we retained our view of the US10Yr rising to 5.10% by Nov-26 and 5.40% by Mar-27. As it turns out, Brent did indeed rise to .... Read More
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