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
On this week’s episode of Viewpoints, Burkhard weighs whether investors are entering the summer season with a sense of complacency as markets hover near all-time highs despite persisting uncertainty. We also touch on the prospects for Fed rate cuts in the coming months and the im
The dest reflects on the insights shared by Burkhard Varnholt regarding recent market dynamics and their potential implications for asset allocation strategies. Per the full note [source], key risks influencing investor sentiment include geopolitical tensions and concerns over fiscal management, with family offices indicating a desire to increase their exposure to private markets, AI, and technology despite these fears. Notably, family offices currently allocate an average of 34% of their assets to private markets, hinting at a strong bullish outlook for these areas even amidst broader market uncertainties. This sentiment aligns with the prevailing bullish equity momentum observed in markets, which reflects ongoing investor appetite despite inflationary pressures on bonds.