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Morning Briefing 9:00 14:30 EU Ind Prodn (MoM)

EU Industrial Production

EU Ind Prodn YoY (%)        
  Expectation  
Date For Market Kshitij Prev Release Rev
13-Jun-25 Apr-25 1.7 -0.3 3.7 0.8 0.6
15-Jul-25 May-25 2.0 1.7 0.6 3.1 2.9
14-Aug-25 Jun-25 1.0 2.3 2.9 0.5 -
16-Sep-25 Jul-25 - - 0.5 - -
EU Ind Prodn MoM (%)        
  Expectation  
Date For Market Kshitij Prev Release Rev
13-Jun-25 Apr-25 -1.5 -0.2 2.2 -2.4 -2.5
15-Jul-25 May-25 0.6 0.1 -2.5 1.7 -
14-Aug-25 Jun-25 -0.9 1.1 1.1 -1.3 -
16-Sep-25 Jul-25 - - -1.3 - -
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August '25 Dollar Rupee Monthly Forecast
WHAT'S NEW?
Aug '25 Monthly Forecast
Our August '25 Dollar Rupee Monthly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.
August'25 EURUSD Report
WHAT'S NEW?
Aug'25 EURUSD Report
Markets see the ECB on hold through 2025, with slim odds of a September cut, while the Fed is 90% likely to ease next month after the downward revision in the recent US NFP data release on 01-Aug. ...Read More
Aug'25 USDJPY Report
WHAT'S NEW?
Aug'25 USDJPY Report
In our 09-Jul-25 report (USDJPY 146.81), an initial rise to 150-152 was expected, followed by a fall to 144.50-143.50 before eventually rallying towards 155 in the long term. As anticipated, the USDJPY observed ... Read More
August'25 GOI Report
WHAT'S NEW?
Aug'25 GOI Report
In our 10-Jul-25 report (10Yr GOI 6.38%) we said that Crude might have bottomed and could rise towards $82 (in the long term), limiting the downside for inflation ... Read More
August'25 Crude Oil Report
WHAT'S NEW?
Aug'25 Crude Oil Report
Our August 2025 Crude Oil Monthly Report covers updates on OPEC+ production, inventory changes and cross-commodity correlations. Our analysis includes both technical setups and broader market indicators shaping the near-term outlook for Brent. ... Read More
Aug '25 US Treasury Report
WHAT'S NEW?
Aug '25 US Treasury Report
In our last report (28-Jun-25, UST10Yr 4.28%) we had highlighted the stagflation dilemma faced by the US FED (which still remains); had said that the Inflation Expectation could rise (it did indeed rise); that Inflation is .... Read More
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