Our last report (03-Oct-26, UST10Y 5.28%) warned of increased chances of Brent rising towards $135-145, US Core PCE rising towards 4.5-5.0% and the US10Yr rising towards 5.80% (Dec-26) and 6.00% (Aug-27). While Brent has risen to nearly $117 and the Core PCE (Aug-27) has inched up to 3.01%, we find that US Yields have fallen across …. Read More

In our October 2026 report (5-Oct-26, Brent @ $101.71), we had stated Brent would be structurally bullish for the long term based on the technical analysis, within which a test of $115 was expected in Oct-26, followed by a test of $134 by Dec-26 and eventually targeting $145 in 2027. In line with our expectation, Brent did test $117.45, slightly higher than our expected $115 in Oct-26. …  Read More

In our September 2026 report (4-Sep-26, EURUSD 1.1620), we revised our Euro forecast upwards due to lack of followthrough selling below 1.14. We expected the Euro to range between 1.1980-1.13 for the next 1yr. However, in line with our earlier bearish outlook, the Euro fell sharply to …. Read More

In our 10-Sep-26 report (10Yr GOI 6.98%), we had noted that the Long end of the Curve, viz. the 10Yr GOI was rising due to a number of factors. We said, “Whether the RBI will raise rates on 07-Oct will depend on whether Crude happens to be breaking higher or would have cooled off from $105 to $95” … Read More