FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
Live cross-firm bank consensus across 38 desks — FX, oil & gold
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Sustainability China and cleantech supremacy: Implications for Europe Marco Kisic 29-01-2026 Two decades ago, China saw in the energy transition the opportunity to leapfrog into a new technology era. It delivered on a strategy to gain global leadership in clean technologies throu
Lead — Europe's trade challenges present a dual narrative of risk and opportunity, as flagged in the recent research from ing-think. The pressures from U.S. tariffs and competitive dynamics from China could catalyze Europe to reassess its market strategies and reinforce internal cohesion. This scenario suggests that the region may pivot towards proving its economic resilience despite geopolitical headwinds. Per the full note from ing-think, while these trade troubles are painful, they may ultimately encourage Europe to fully leverage its internal market strengths, focusing where it possesses control and influence.