FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 1–30+ results
Load more →The desk believes the influx of cash highlighted in the recent J.P. Morgan podcast indicates a robust demand for short-duration instruments that could support…
The desk views the potential construction of the West Coast Oil Pipeline (WCOP) as a critical juncture for Canadian crude's competitive positioning in the…
The desk observes that the recent escalation in geopolitical tensions related to the Strait of Hormuz and ongoing drone attacks on Russian refineries indicate…
The desk emphasizes maintaining a steady course in FX amidst global turbulence, highlighting the importance of continued resilience in currency markets. Per…
The desk interprets recent comments from Japan's Finance Minister Katayama around increasing domestic investments by households and pension funds as a pivotal…
The desk suggests that both Japan and South Korea are facing significant rate hike pressures, prompted by rising inflation and currency weaknesses…
The current dynamics of aluminium supply have shifted significantly, as operational progress from Emirates Global Aluminium (EGA) has improved market…
Per the full note [source], BofA Institute reported U.S. consumer card spending surged 6.3% YoY in June, the strongest in over four years, driven by…
The desk argues that recent tariff adjustments in the U.S. reflect a broader economic shift towards affordability, as spotlighted by James Smith's latest…
ING's May Italian IP data shows a modest -0.3% m/m contraction, breaking three consecutive gains but confirming sector resilience. The quarterly run-rate of…
The grid bottleneck is the critical choke point for the electro-tech revolution, per ING's note. Capacity additions are lagging demand from AI data centers,…
The desk interprets recent commentary on Eurozone consumer behavior as indicative of a cautious spending environment paired with an evolving saving trend.…
The desk emphasizes that geopolitical tensions in the Middle East have surprisingly failed to bolster the dollar, while focus shifts decisively back to…
Current market sentiment appears to be disregarding new geopolitical tensions despite higher oil prices, which contribute to elevated inflation expectations…
The desk anticipates a 25 basis point rate hike from the Bank of Korea (BoK), signaling the start of a tightening cycle in response to rising inflation and…
The commentary from RBC underscores a critical moment for Canada, with efforts to boost its competitiveness in global sectors like AI and energy being…
The desk emphasizes a cautiously optimistic outlook for emerging market (EM) fixed income as recent risk sentiments appear to revive. Per the full note from…
Poland's central bank governor Glapiński has turned more dovish, explicitly opening the door for a rate cut before end-2026, per the full note from ING Think.…
The Dutch economy appears poised for moderate growth, supported by an easing inflation outlook, which is projected to stabilize after a turbulent period…
The Dutch chemical industry is experiencing a temporary respite due to reduced Asian competition driven by geopolitical tensions, representing a short-lived…
The ECB's recently released minutes underscore the central bank's commitment to combating inflation, indicating that the June rate hike was not merely a…
The desk is positioning for a mildly bullish outlook on the EUR/USD pair, drawn from the recent ING Monthly report's insights on macroeconomic trends and…
The desk perceives heightened geopolitical tensions in the Middle East, particularly the potential disruption of oil flows through the Strait of Hormuz, as a…
The desk assesses that a potential turnaround for the global economy could encourage currency strength, especially in EUR/USD and USD/JPY. Per the full note…
As oil prices experience downward pressure following the US-Iran agreement, this piece highlights the complexities and risks surrounding future supply…
Per the full note [source], ING expects the Fed to skip a hike and cut in mid-to-late 2027, forecasting a neutral rate of 3.25%. The ECB's June hike is…
The current FX landscape suggests that slowing US inflation could lead the Federal Reserve to maintain its interest rate stance for the foreseeable future. Per…
The desk perceives a fragile economic recovery in the eurozone, spurred primarily by declining oil prices and their moderating effect on inflation, as…
The desk posits that China's economic divergence is set to continue into the second half of 2026, with persistent gaps between domestic demand and external…
The desk interprets lower oil prices as a positive development for the UK economy, potentially keeping inflation around 3% this year, thus alleviating pressure…