FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
Live cross-firm bank consensus across 35 desks — FX, oil & gold
View bank forecastsFrom the original
Peter Hooper, Global Head of Economics Research, Matt Luzzetti, Chief US Economist and Mark Wall, Chief European Economist, discuss the world outlook 2023 as we find ourselves at a defining moment for the global economy. Inflation is running at multi-decade highs, central banks a
The desk interprets the current economic landscape as a precarious balancing act for the US, with the potential for recession looming amidst tight monetary policy and persistent inflation. Per the full note [source], while the US banking sector may have stabilized, the broader economic challenges remain significant, particularly as growth expectations pivot towards emerging markets like India and the ASEAN region. This shift suggests a recalibration of risk and opportunity in the FX space, particularly for currencies tied to these emerging economies. Our consensus targets reflect a cautious outlook, with a focus on how these dynamics will influence currency movements in the second half of 2023.