FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 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 interprets J.P. Morgan's latest commentary as an indication of increased volatility in global oil and LNG markets, fueled by high shipping activity…
Per J.P. Morgan Global Research's Global FX podcast, released 09 October 2026, the desk's FX strategists Pat Locke, Meera Chandan, Tania Escobedo and James…
The desk posits a favorable outlook for the USD, with potential for further strength following the upcoming U.S. CPI report. Per the full note from MUFG EMEA,…
Leading financial institutions are urged to adapt their financing approaches to address emerging supply chain vulnerabilities, particularly those stemming from…
Current consumer sentiment in the U.S. has hit rock bottom, which typically would indicate a slowdown in spending; however, the high-income segment continues…
The desk interprets the current investment trend toward small- and mid-cap (SMID) stocks as indicative of a shifting market dynamic, with traders increasingly…
The current commentary from Bank of America underscores the resilience of U.S. consumer spending as it enters the holiday season, with September figures…
Per the full note from ING Think, the desk's CEE/CCA week-ahead flags Poland's final September CPI print on Wednesday as confirming headline inflation at 4%…
The ongoing divergence between market expectations and economic forecasts is becoming a focal point of analysis. Currently, markets predict more aggressive…
Spain's housing crisis has escalated from a chronic supply problem to the immediate trigger for a snap general election on 29 November, after parliament…
In the current geopolitical climate, the desk interprets President Trump's recent social media announcement—indicating no U.S. military action against Iran…
The desk suggests that the dollar's downtrends are likely transient, as underlined by persistent hawkishness from the Fed and fragile bond markets. Per the…
The upcoming week is pivotal, particularly with the Monetary Authority of Singapore (MAS) poised to enhance its monetary policy, reflecting robust economic…
The desk views the upcoming performance of preferred securities as potentially robust, forecasting returns around 5-6% based on current market valuations and…
The desk posits that despite increased volatility, the EM fixed income asset class is resilient amid tightening global liquidity, positioning itself for…
The desk interprets the current stabilization in US Treasuries as a temporary reprieve rather than a true market reversal, with potential risks looming ahead.…
The desk posits that Alberta's pivot towards becoming a digital hub through data centres is indicative of a broader economic strategy that could reinforce its…
The desk argues that Poland's central bank is likely to delay interest rate hikes despite rising inflation risk due to geopolitical tensions. Per the full note…
Per the full note from ING Think, agentic commerce — autonomous AI agents that search, compare and purchase on behalf of consumers — is shifting retail's…
The ECB's September meeting minutes indicate unified support for a 25bp rate hike, as inflation expectations deteriorate despite some members expressing…
Taiwan's trade dynamics are exhibiting remarkable strength, highlighted by a record trade surplus of US$23.6 billion in September, driven primarily by a 60.9%…
The desk emphasizes a looming risk of policy-induced recession as central banks grapple with rising crude and diesel prices. Per the full note from UBS, the…
The FX desk interprets the recent bank commentary as emphasizing that elevated global rates volatility is exerting significant pressure on European government…
The desk maintains a bullish outlook on the dollar following the hawkish September FOMC minutes, which indicate a near-term policy rate hike is anticipated by…
Lead — The recent decline in German export figures indicates a potential softening in the nation's economic resilience, as highlighted by August's 0.8%…
The recent Deutsche Bank 2026 Leveraged Finance Conference underscored the ongoing emphasis on sectors such as Building Products, Media/Telecom, and Healthcare…
The desk views the current state of the U.S. labor market as solid but moderating, which reduces the urgency for the Fed to make aggressive policy changes. Per…
The desk anticipates that Canada is on the cusp of an oil and gas boom, driven by proposed investments totaling $200 billion over the next three years. Per the…
Per the full note from ing-think, the National Bank of Poland kept its reference rate at 3.75% in October, and the desk argues this on-hold stance can persist…
Lead — The desk interprets the latest commentary on the London FXJSC Legal Sub-Committee meeting as a significant step towards regulatory clarity in FX…