FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 121–150+ results
Load more →Lead — Oil prices are buoyed by ongoing uncertainties in the Strait of Hormuz, with traders adopting a more cautious stance as speculative positions decrease.…
The desk interprets the recent FX Daily report as a significant indicator of a dovish shift in Federal Reserve policy, following a weak jobs report, which may…
The desk interprets current market dynamics as heavily influenced by the geopolitical landscape and positioning ahead of the pivotal US CPI data due this…
The desk positions that China's reviving inflationary momentum may be losing traction, as evidenced by the July CPI data revealing a year-on-year drop to 0.5%,…
In the aftermath of the recent non-farm payrolls (NFP) report and the US Treasury refunding announcement, the desk posits that the current trajectory of US…
The desk posits that the recent miracle recovery in global commodities, particularly oil, can be attributed to a robust supply response outside the Middle…
Lead — The dollar appears under pressure following disappointing U.S. non-farm payroll data, which raises concerns about growth and inflation outlook. Per the…
The desk believes that while the potential for USD intervention by the U.S. carries weight, the underlying policy and economic fundamentals will dictate the…
The desk asserts that easing geopolitical tensions around Turkey, along with promising inflation data, may pave the way for the Central Bank of Turkey (CBT) to…
Lead — The recent US jobs report has cast significant doubt on the Federal Reserve's rate hike trajectory, with unexpected job losses signaling potential risks…
Current market dynamics suggest copper prices may be vulnerable as tariff premiums come under scrutiny. Per the full note from ING, expectations of US import…
Lead — The desk anticipates a steady monetary stance from the National Bank of Romania, as inflationary pressures remain palpable, while Polish economic…
The recent drop in Hungarian inflation to a decade low at 1.2% YoY significantly alters the interest rate outlook for the National Bank of Hungary (NBH). Per…
The core argument posited by the desk emphasizes that persistent supply shocks pose an increasing threat to central banks, complicating their inflationary…
Per the full note [source], UBS's Paul Donovan frames China's July export data as stronger than expected, with the electrification 'big three' (electric cars,…
The desk anticipates a potentially muted dollar reaction to today's non-farm payrolls, given the close proximity of consensus and analyst targets around…
The desk is focused on how US jobs data will provide more clarity than the Federal Reserve's recent guidance on rates, which remains ambiguous. Per the full…
The desk sees a more resilient German industry, hinting at a cautious but notable recovery in June. Despite higher energy prices and geopolitical tensions in…
Per the full note [source], China's July trade data showed exports surging 23.9% year-on-year, driven by strong external demand across ships, autos, and tech,…
Per the full note [source], the Reserve Bank of Australia is expected to hold the cash rate at 4.35% at Tuesday's meeting, with inflation surprising decisively…
The desk views the recent spike in oil prices, which surged by 3.8% for ICE Brent to above $82/bbl, as a reflection of deteriorating prospects for a US-Iran…
The desk posits that despite significant shifts in core markets, emerging market (EM) fixed income remains resilient, offering attractive carry opportunities.…
The Czech National Bank (CNB) has opted to maintain its policy rate at 3.75%, reflecting a cautious stance amid significant economic uncertainties,…
Per the full note [source], J.P. Morgan's rates strategists interpret Treasury's August refunding announcement as a signal of stable near-term issuance, with…
Lead — The FIFA World Cup 2026 has triggered a significant uptick in consumer spending across U.S. host cities, primarily driven by tourists. Per the full note…
The Hungarian economy appears to have taken a pause as indicated by June's economic activity data, aligning with the recent slowdown in Q2 GDP figures. Per the…
The desk views a potential for the U.S. dollar to weaken, hinging on the Federal Reserve's decision to refrain from raising interest rates in September, if…
The desk posits that Hungary's ongoing journey towards euro adoption presents significant appreciation potential for the Hungarian forint against the euro. Per…
The desk takes a cautiously bullish stance on the Brazilian real (BRL) as the nation heads into a critical election period. According to ING's latest…
The latest FX forecasts from ING, led by Chris Turner and Francesco Pesole, suggest a stable outlook for major currency pairs amid ongoing geopolitical…