Morning BriefingThe US Treasury Yields are moving up in line with our expectation. They can rise further from here and test their resistance. A short-lived correction is possible thereafter. The US CPI data release tomorrow will need a close watch. The German Yields have got a good follow-through rise. That keeps intact our bullish view. The yields can rise more. The 10Yr GoI is still stuck inside the narrow range. We expect it to break the range on the downside and fall going forward.
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?
Aug'26 GOI Report
Our last report on 13-Jul-26 report (10Yr GOI 6.74%) stood on a foundation of uncertainty regarding what happens in the Strait of Hormuz. We assumed that Crude would remains below $90, and hence we projected ... Read More
WHAT'S NEW?
Aug'26 Crude Oil Report
In our July 2026 report (6-Jul-26, Brent @ $71.94), we had expected Brent to test $64 before consolidating within the $64-90 range till Mar-27. Thereafter, the prices were expected to slowly rise back to ... Read More
WHAT'S NEW?
Aug '26 US Treasury Report
In our last report (29-Jun-26, UST10Y 4.39%) we had followed the fall in Crude to $73 to change our US10Yr forecast from a rise to 5.10% by Sep-26 to a slight dip to 4.30% by Sep-26; and instead of the earlier forecast of a rise to 5.4% by Jan-27, the changed forecast projected .... Read More
