In our last report (27-Nov-23, US 10Yr @ 4.425%) we were looking for US Yields to rise to 5.10% in the near term before falling again in H1-24. However, that did not happen and instead the Yields continued to fall without respite. In our Dec-23 report, we had become bullish on Crude compared to our Nov-23 report, but instead of rising, Brent broke below $80 to see a low of $72.29 before bouncing back a bit. In a bit of a “goldilocks” development, the Nov-23 Unemployment surprised by dipping to 3.7% from 3.9% in Oct-23 while the Nov-23 CPI dipped further to 3.12%.
For subscribers elsewhere: $115
For subscribers in India: Rs. 7999/- *
* (Inclusive of GST @ 18%) Click to securely pay online
After payment, you will be directed to a webpage for downloading the Report.
We would also email you the report on your provided email id.
You may choose to also receive a Hard Copy of the Report at your provided Address.
In case you want to talk with us before proceeding to buy, please click beside
WHAT'S NEW?
Nov '24 Monthly Forecast
Our November '24 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?
November '24 EURUSD Report
After Donald Trump’s victory in the US elections, will the Dollar Index fall in the coming months aiding Euro strength? Or will aggressive rate cuts by the ECB and political uncertainity in Germany and France continue to put downside pressure on the Euro? ...Read More
WHAT'S NEW?
Nov'24 Crude Oil Report
In our Oct-24 report (3-Oct-24, Brent $74.98), we had expected Brent to trade within $80-60 in the coming months. We had laid out a possibility of downside extension to $55-50 in case of a US recession in the Jan-Mar’25 quarter. Else a shallow recession or slowdown could limit the downside to $60. Brent remained above the Sep-24 low of $68.68 through Oct-24 trading within the broad $81.16-69.91 region, in line with our broader mentioned range of $80-60. ... Read More
WHAT'S NEW?
Nov '24 US Treasury Report
In our Oct-24 report (01-Oct-24, US10Yr @ 3.79%), we had said that in contrast with history, there were no immediate signs of a US recession and the earlier it could set in might be in Jan-Mar 2025, or maybe even later. We also favored just a slowdown, or at most a shallow recession. In accordance with this, the US data in October has been mixed to strong .... Read More