FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 121–150+ results
Load more →Per the full ING note surfaced by Eamonn Sheridan, the desk has trimmed its year-end AUD/USD target to 0.72 while flagging that a September RBA hike to 4.60%…
The desk interprets recent commentary by Padhraic Garvey regarding potential actions by US Treasury Secretary Bessent to lower the 10yr yield, emphasizing that…
The desk highlights that global liquidity dynamics are gaining precedence over Fed rate decisions in shaping emerging market conditions. Per the full note from…
The desk posits that current market expectations for Bank of England policy tightening are overly aggressive, with the potential for value further out on the…
The desk is asserting that the European Central Bank (ECB) may be overestimating the number of rate hikes, given current liquidity conditions and market…
The desk believes the current valuation of US money markets is overly aggressive, particularly given the Federal Reserve's recent actions. Per the full note…
The desk perceives the temporary tariff reduction between the US and China as a minor, yet positive signal for trade relations, but with limited economic…
The desk anticipates increased volatility in the USD as crucial economic data emerges this week, potentially influencing Federal Reserve rate expectations. Per…
J.P. Morgan's recent commentary emphasizes the potential impacts of geopolitical developments and supply restrictions on crude and natural gas markets,…
Lead — The recent commentary from BofA Global Research highlights a renewed focus on inflation in both the Euro Area and the US, suggesting that rising…
The desk interprets the recent commentary from Jeffrey Gundlach as a pivotal reflection of the macroeconomic landscape where rising bond yields signal…
The desk sees potential FX volatility stemming from the US diesel ban discussion, an event that may drive fluctuations in dollar value and impact G10 FX…
The desk sees potential upside in the long end of the EUR curve, anticipating a shift in dynamics following recent central bank meetings. Per the full note…
The current surge in fixed income yields poses significant contagion risks to broader financial markets, particularly FX, as highlighted by MUFG EMEA’s…
The recent commentary highlights concerning trends within Hungary's labor market, including a slight uptick in the unemployment rate, reaching approximately…
The desk interprets the latest CNB minutes as a clear signal that inflationary pressures are intensifying, leading us to anticipate a rate hike in November.…
The desk anticipates a notable uptick in inflation in Poland, pushing CPI above 4% YoY, which could activate market expectations for interest rate hikes. This…
The upcoming US jobs report is set to be a key determinant for the Federal Reserve's interest rate decision in October, with expectations of job gains around…
The RBA is poised to enact a hawkish 25 basis point rate hike on September 29, likely pushing the cash rate to 4.6%, in light of ongoing inflationary pressures…
The desk highlights sustained loan growth in the eurozone as a positive indicator for economic resilience, despite tighter financing conditions. Per the full…
The desk believes that rising US mortgage rates, now exceeding 7%, pose significant implications for consumer spending power and the broader economy. Per the…
The upcoming week in Asia will focus on significant monetary policy actions and key economic data releases that could shape the FX landscape. The Reserve Bank…
The desk argues that the USD is poised to consolidate its recent gains as a response to a broad sell-off in global bonds, which has created a risk-off…
The latest GfK consumer confidence readings reveal mounting concerns among German consumers, contradicting the prevailing narrative of economic resilience. Per…
Lead — The recent Xi-Trump summit yielded a positive atmosphere but highlighted limited substantive progress in China-U.S. relations. Per the full note…
Goldman Sachs has revised its USD/JPY forecasts significantly downward, now expecting a move to 150 within a year, a cut that carries substantial implications…
The desk frames the outlook for US 10-year yields as upwardly biased, with a continued targeting of 5.25% to 5.5% driven by resilient macroeconomic data and…
The current discourse hinges on the increasing real rates observed in developed market inflation metrics, which could signal shifts in monetary policy and…
Lead — The desk anticipates that recent turbulence in emerging market fixed income will lead to cautious positioning among institutional investors. Per the…
The desk anticipates that Belgium's economy, while not heading toward recession, is facing significant stresses that could impact the EUR. Per the full note…