FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
Live cross-firm bank consensus across 30 desks — FX, oil & gold
View bank forecastsFrom the original
With Election Day just hours away, and a Fed policy meeting slated for later this week, Jason drops by to share CIO’s assessment heading into the election, along with what recent jobs and GDP data could mean for the course for monetary policy. We also check in on Q3 corporate ear
As we transition into the second half of 2026, the desk believes that the shift in Fed communicative strategies under Chair Warsh, combined with persistent AI-driven market dynamics, will continue to create volatility across asset classes, including FX markets. Per the full note from UBS, despite a positive year-to-date performance with the S&P 500 up approximately 8%, the recent quarter has demonstrated significant market fluctuations, particularly in June. With contrasting performances in equity segments, it's essential that FX traders remain vigilant about these trends as they may signal further shifts in currency pair dynamics.