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Kshitij Consultancy Services
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US Treasury Report
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July ' 26 US Treasury Report

For the last few months we have been looking for Crude to rise towards $130-190 and pull up the US CPI towards 4.6% and the US10Yr Yield to 5.4% by Jan-27. This view has clearly gone wrong with Brent falling sharply below $90 as a result of the US-Iran peace deal, which is the biggest game changing event of last month. Yields have fallen as a result. Parallely, the US FED has a new Chairman in Kevin Warsh who has set out to restructure the way the Federal Reserve thinks, operates and communicates.
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WHAT'S NEW?
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For the last few months we have been looking for Crude to rise towards $130-190 and pull up the US CPI towards 4.6% and the US10Yr Yield to 5.4% by Jan-27. This view has clearly gone wrong with Brent falling sharply below $90 as a result of the US-Iran peace deal, which is the .... Read More
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