Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 1051–1080+ results
Load more →Goldman Sachs has articulated a long-term perspective on the Japanese yen, projecting a stabilization towards the 100 level over the next decade as monetary…
Goldman Sachs emphasizes that the South African Rand (ZAR) is currently underpinned by robust gold prices and attractive carry trade opportunities. They…
Lead — The desk's thesis centers on the implications of recent developments in money markets for the Federal Reserve's quantitative tightening (QT) process,…
The desk anticipates a critical macro week for Japan, which could influence the USD/JPY trajectory and broader FX markets. Per the full note from J.P. Morgan,…
The desk posits that the ongoing sanctions against Russian crude oil production are likely to create a more significant impact on global oil markets,…
The desk anticipates a pivotal week for the Japanese yen (JPY) as US-Japan relations take center stage, particularly with fiscal expansion signals from PM…
The desk is positioning for a cautious outlook on emerging market (EM) fixed income, emphasizing the need to navigate the current volatility with a discerning…
The desk posits that the evolving landscape of stablecoins presents both opportunities and challenges for FX traders, particularly as regulatory frameworks…
Barclays recently suggested that the Bank of England (BoE) is poised to raise interest rates in November, bolstering the case for a stronger pound. This…
The desk maintains a cautious outlook on the EUR/USD pair, suggesting it will remain range-bound near the 1.16 level in the near term. Per the full note…
UBS posits that increased political clarity in Japan may lead to further gains in Japanese equities, as it enhances investor confidence. The firm suggests that…
The desk views the recent decline of the GBP below $1.34 as a reflection of fiscal pressures in the UK and growing optimism surrounding US-China relations. Per…
The desk views the recent correction in cocoa prices as a potential turning point for the market, suggesting that the worst may be over for cocoa producers.…
The desk posits that the conclusion of quantitative tightening (QT) by year-end will significantly influence funding and Treasury markets. Per the full note…
The desk is advocating for a bearish outlook on the USD amidst a backdrop of geopolitical tensions and limited data visibility due to the US government…
The desk is positioning for a cautious outlook on European rates, emphasizing the potential for volatility as the market digests upcoming Euro area issuance…
The desk posits that the recent weakness in the USD is primarily driven by escalating political and trade risks, which have overshadowed the usual economic…
Citi's projection indicates that the U.S. Dollar is expected to rebound in 2026, countering its recent trends and reflecting a potential shift in global…
The desk argues that the current low volatility environment, coupled with high uncertainty surrounding macroeconomic factors, particularly the muted market…
The desk posits that the election of Sanae Takaichi as head of Japan's LDP could reinvigorate Abenomics, albeit in a context of persistent inflation. Per the…
The desk anticipates a cautious stance from the Reserve Bank of Australia (RBA) will keep the AUD/USD at 0.72 through Q3 2026. Per the full note from UBS, this…
The desk posits a bullish outlook for gold while adopting a bearish stance on the USD, excluding the yen, amid ongoing political uncertainties in the U.S. and…
The desk posits that political uncertainty in France and Japan is exerting upward pressure on both the FX market and gold prices, with gold recently surpassing…
The desk advocates a bearish stance on GBP/AUD, targeting a move to 1.9720, as outlined in the recent commentary from Bank of America. This perspective is…
The desk interprets J.P. Morgan's latest analysis on emerging market (EM) sovereign external repayment risks as a crucial indicator of stability through 2026.…
The desk anticipates that the Monetary Authority of Singapore (MAS) may consider further easing in October, driven by recent trends in inflation and export…
Goldman Sachs is raising its EUR/USD forecasts, reflecting a more optimistic view on the euro's performance against the dollar. This shift suggests that market…
Goldman Sachs has revised its EUR/USD forecasts upward, reflecting heightened optimism about the Euro's performance against the Dollar. This adjustment aligns…
The desk argues that the recent decline in the US dollar, down 0.5% this week, reflects deteriorating labor market conditions, which could influence both the…
MUFG has projected a bullish outlook for the EUR/USD pair, forecasting a target of 1.26 over the next year. This contrasts with a more conservative consensus…
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.