Kshitij Consultancy Services
Kshitij Consultancy Services
Buy US Treasury Report
US Treasury Report
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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 Crude prices. At the same time, given prospects of slowing growth there was room for at 25-50 bp Fed Rate cut in 2026. Surprisingly, despite higher Crude prices, there has been an across the Curve decline in Yields in February, attributed to “flight to safety” from declines in Silver, Gold and Stocks.
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