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US Current Account ($ Bln)      
  Expectation  
Date For Market Kshitij Prev Release Rev
20-Mar-25 Q4 -331 - -326 -304 -312
24-Jun-25 Q1 -444 - -312 -450 -440
23-Sep-25 Q2 -273 - -440 -251 -
18-Dec-25 Q3 - - -251 - -
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September '25 Dollar Rupee Monthly Forecast
WHAT'S NEW?
Sep '25 Monthly Forecast
Our September '25 Dollar Rupee Monthly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.
September'25 EURUSD Report
WHAT'S NEW?
Sep'25 EURUSD Report
In our August 2025 outlook (dated 11-Aug-2025, EURUSD at 1.1623), we projected the Euro to strengthen towards 1.19–1.20 over the following months, before retreating to 1.14 by December 2025 and further easing to ...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
Sep '25 US Treasury Report
WHAT'S NEW?
Sep '25 US Treasury Report
In our last report (29-Jul-25, UST10Yr 4.42%) we expected the FED to remain on hold and said that since data was inconclusive the US10Yr was likely to be indecisively ranged in August, with a bit of .... Read More
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