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A Weak Dollar, A Weak Rupee: Decoding the USD/INR–DXY Disconnect

Harshal Dasani 29 January 2026

Despite an 11% fall in DXY since Feb 2025, USD/INR has risen over 7%, highlighting a flow-driven divergence. FII outflows, trade uncertainty, and risk perception—not dollar strength—are driving rupee weakness, with reversal hinging on flow clarity.

CBOE Silver ETF Volatality Index spiked up to 106, up 34% Intraday.

Harshal Dasani 27 January 2026

The CBOE Silver ETF Volatility Index spiking to 106 signals stress-led price discovery, not a routine rally. Volatility is expanding alongside prices, reflecting deep uncertainty around physical supply, accelerating demand, and a market resetting long-held valuation assumptions.

Rupee at 91.95 Explained | Sentiment Shock, Trade Uncertainty and RBI Strategy

Rupee at 91.95: A Sentiment Shock, Not a Structural Breakdown

Harshal Dasani 24 January 2026

USD/INR near 91.95 reflects sentiment and event risk, not weak fundamentals. With a softer dollar, strong FX reserves, controlled inflation, and RBI smoothing volatility, the move appears temporary—driven mainly by India–US trade uncertainty.

Japan Bond Yields at 4% | Global Liquidity Risk, Debt Confidence and Gold Signal

Japan’s 30-year bond yield racing toward 4% isn’t a local story. It’s a global warning.

Harshal Dasani 23 January 2026

Japan’s 30-year yield nearing 4% signals a deeper crack in global bond markets. Rising Japanese yields can pull capital home, pressure U.S. Treasuries, lift global borrowing costs, and push investors toward gold and silver as monetary insurance.

A Weak Dollar, A Weak Rupee: Decoding the USD/INR–DXY Disconnect

CBOE Silver ETF Volatality Index spiked up to 106, up 34% Intraday.

Rupee at 91.95: A Sentiment Shock, Not a Structural Breakdown

Japan’s 30-year bond yield racing toward 4% isn’t a local story. It’s a global warning.

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