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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
From the original
With Election Day roughly a week away, combined with the upcoming October employment report, November FOMC meeting, and an abundance of Q3 corporate earnings ahead, investors will have a lot to digest over the next two weeks. Jason provides some thoughts on these factors, along w
The desk's view emphasizes caution despite the apparent positive market response to the initial week of Trump's second term, as articulated in UBS's recent commentary. Per the full note [source], the markets welcomed the lack of new tariffs, shifting focus towards upcoming Q4 earnings and the FOMC meeting, though expectations for sustained bullish momentum should be moderated. This aligns with current macroeconomic signals indicating potential volatility in response to pivotal earnings reports and Fed commentary. As such, positioning in FX markets may need to incorporate potential market reactions to these catalysts.
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