As expected in our last report (09-Dec-25, UST10Yr 4.16%) the US Fed indeed reduced the Fed Rate further by 25bp to 3.75%. We had also said that we expect another 75bp of FED Rate cuts in 2026 on the back of rising Unemployment which has come in at 4.06% for Oct-25. The Core PCE dipped to 3.02% in Sep-25, down a bit from 3.07% in August. Economic data releases continue to be delayed in the aftermath of the federal shutdown from 01-Oct to 12-Nov, clouding projections and decision making. We also expected the US10Yr to rise to 5.25% by Sep-26 and the US10Yr-Fed Rate Spread to rise towards 1%+. So far, the US10Yr-Fed Rate Spread has risen to 0.41%, up from 0.02% in November.
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?
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