In our last report (29-Dec-25, UST10Yr 4.12%) we had said the US2Yr could fall to 3.00%. However, contrary to our expectation, the US2Yr has moved up. The US10Yr has also risen, much earlier than expected. The US data releases are still straggling in, making economic assessments tougher than ever. In the meanwhile, given the continued geopolitical turmoil, central banks continue to decrease their US Treasury holdings in favour of gold and silver.
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WHAT'S NEW?
Feb '26 Monthly Forecast
Our February '26 Dollar Rupee Monthly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.
WHAT'S NEW?
Feb'26 EURUSD Report
Euro unexpectedly reached 1.2083 in Jan-26 on Dollar sell-off but recovered quickly back to lower levels. Will it again attempt to rise targeting 1.24? Or will it remain below 1.20/21 now and see an eventual decline to 1.10/08? ...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?
Feb'26 GOI Report
The 10Yr GOI (6.6472%) had risen to a high of 6.78% on 01-Feb. It has dipped a bit from there but has good Support at ... Read More
WHAT'S NEW?
Feb'26 Crude Oil Report
Having risen sharply in Jan-26 to $70.58, will Brent again rise past $70 and continue to rise in the coming months? Or is the rise over and the price can move back towards $60? ... Read More
WHAT'S NEW?
Feb '26 US Treasury Report
In our last report (29-Dec-25, UST10Yr 4.12%) we had said the US2Yr could fall to 3.00%. However, contrary to our expectation, the US2Yr has moved up. The US10Yr has also risen, much earlier than .... Read More