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US Ind Prodn - YoY (%)        
  Expectation  
Date For Market Kshitij Prev Release Rev
16-Jan-26 Dec-25 -1.36 -0.72 -0.59 -0.68 -1.26
18-Feb-26 Jan-26 -0.77 -0.51 -1.26 -0.58 -0.49
16-Mar-26 Feb-26 -1.35 -1.29 -0.49 -1.25 -
16-Apr-26 Mar-26 - - -1.25 - -
US Ind Prodn - MoM (%)  
  Expectation  
Date For Market Kshitij Prev Release Rev
16-Jan-26 Dec-25 0.20 0.45 0.20 0.29 0.30
18-Feb-26 Jan-26 0.40 0.07 0.30 0.69 0.69
16-Mar-26 Feb-26 0.10 0.26 0.69 0.20 -
16-Apr-26 Mar-26 - - 0.20 - -
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March '26 Dollar Rupee Monthly Forecast
WHAT'S NEW?
Mar '26 Monthly Forecast
Our March '26 Dollar Rupee Monthly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.
March'26 EURUSD Report
WHAT'S NEW?
Mar'26 EURUSD Report
Our view of a fall towards 1.14 seems to be playing out well so far as the tensions in the Middle East and the US-Iran conflict have triggered a rise in Dollar Index and crude oil prices, thereby weakening to Euro to 1.1507 so far in Mar-26. Will it again attempt to rise targeting 1.20? Or will it remain below 1.19/20 now and see an eventual decline to 1.10? ...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
March'26 GOI Report
WHAT'S NEW?
Mar'26 GOI Report
The Real 10Yr Yield at 0.90% plus CPI at 6.2% implies that the nominal 10Yr GOI rate can ... Read More
March'26 Crude Oil Report
WHAT'S NEW?
Mar'26 Crude Oil Report
The Net Long short position for WTI has started to move up. Currently above 2, will it rise sharply towards 4-6 and higher or fall back towards 1.5 or lower? The US-Iran conflict has lead to a sharp rally in crude prices. Will it dominate prices in the coming months? ... Read More
Mar '26 US Treasury Report
WHAT'S NEW?
Mar '26 US Treasury Report
In our last report (28-Jan-26, UST10Yr 4.23%) we had established the linkage between higher Crude and higher Inflation leading onto higher Yields and had said Yields were likely to move up along with .... Read More
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