FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 1–30+ results
Load more →Lead — Oil prices are experiencing downward pressure as talks between Iran and Oman regarding the Strait of Hormuz advance, alongside indications of progress…
The current market sentiment reflects a cautious calm ahead of the upcoming Jackson Hole Symposium, though geopolitical tensions are signaling potential…
Lead — The ongoing struggle for the U.S. to secure its aluminium supply highlights significant challenges tied to trade policy and domestic production…
The desk interprets the latest rise in the German Ifo index as a strong indicator of the economy's unexpected resilience amidst various geopolitical and…
The current U.S. affordability crisis is under intense scrutiny, as President Trump threatens to double tariffs on Canadian car imports, though this move is…
The desk's thesis positions the dollar as resilient amid various market pressures, particularly from the bond market and escalating trade tensions, notably…
As the political climate heats up in Germany amid a series of regional elections, the potential consequences for the federal government's authority are…
The demographic challenges facing Europe, as outlined in Marieke Blom's recent commentary, highlight a critical economic dilemma for the region's future…
The desk observes that oil markets remain largely unaffected by the recent US sanctions against Iran, which were described as a new pressure strategy by the…
The desk interprets MUFG's analysis to imply a bearish outlook for the yen despite heightened expectations of a Bank of Japan (BOJ) rate hike, currently pegged…
The dollar's recent decline to its lowest level since May is primarily driven by evolving rates dynamics rather than a singular trigger. The expanded bond…
The desk's thesis reflects a cautious optimism regarding the strength of risk assets, as discussed in BofA's latest commentary which highlights record bullish…
The desk pins its outlook on the increased likelihood of U.S. Treasury buybacks being employed as a monetary policy tool, an interpretation evidenced by recent…
The desk posits a bullish view on the restaurant sector, underscoring consumer trends driven by rising wage growth and the increased spending power of Gen Z.…
Lead — The desk believes the potential use of the Treasury General Account (TGA) for bond buybacks does not fundamentally alter the financing landscape for…
The desk interprets Poland's consumer resilience in light of rising fuel prices as a significant indicator of underlying economic strength, which could…
The imminent rate cut by the National Bank of Hungary signals the central bank's continued commitment to easing monetary policy amid improving inflation…
The desk interprets Singapore's recent inflation data as an indication that the Monetary Authority of Singapore (MAS) is likely to maintain a tightening bias…
Lead — US long-end yields face increasing scrutiny as fiscal concerns, resilient economic growth, and energy risks exacerbate bearish steepening trends. Per…
The latest focus on US-Canada trade tensions, highlighted by significant tariffs imposed on $20 billion of imports, is expected to impact US consumers and the…
The desk sees the US dollar opening the week on a weak note, driven by market expectations surrounding upcoming US policy announcements. Per the full note from…
The desk posits that the ongoing slowdown in China’s economic growth, with Goldman Sachs projecting Q3 GDP near 4%, could keep pressure on the yuan and stifle…
The desk interprets J.P. Morgan's recent commentary on FX markets as a pivotal insight into the USD's trajectory, particularly following the U.S. Treasury's…
The desk opines that recent developments in the US Treasury's bond buyback strategy are exerting downward pressure on USD sentiment, as highlighted in a…
The expansion of the U.S. Treasury's buyback program signals a strategic shift in enhancing liquidity within the Treasury market, which could have downstream…
Per the full note [source], UBS's CIO has raised its S&P 500 price target, citing the ongoing AI rollout as a key positive, while flagging risks from higher…
Lead — The desk's thesis suggests that gold is finding renewed traction due to heightened investment demand and concerns over the U.S. fiscal outlook. Per the…
Next week, we anticipate a pivotal rate cut from the National Bank of Hungary (NBH) on Tuesday, marking the culmination of its mini rate-cutting cycle. This…
The desk contends that Scott Bessent's recent strategies to manage long-end Treasury yields will struggle against underlying fiscal constraints and…
Lead — The Eurozone PMI data released indicates continued steady growth in the region, bolstering the case for resilience despite global uncertainties. Per the…