FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 121–150+ results
Load more →The desk believes that USD/JPY has entered a pivotal phase reminiscent of the 1980s, with the pair breaking above the 162 mark. This development reflects…
The desk interprets the recent pause in the nickel price rally as a direct response to Indonesia's potential adjustment of its mining quotas, which signals a…
Recent data indicates a noteworthy shift in Polish inflation dynamics, as CPI fell to 2.5% in June, aligning with the National Bank of Poland's target. This…
Copenhagen Infrastructure Partners' EUR 1.44 billion acquisition of Ørsted's renewable energy platform marks a pivotal moment for sustainable finance in…
The German labour market shows a momentary improvement with unemployment dropping by 1,000 in June, according to recent data. Per the full note from ing-think,…
The recent inflation data from France indicates a bearish sentiment for the euro, with year-on-year inflation declining to 1.8% in June from 2.4% in May,…
The desk interprets today's commentary from UBS as reinforcing a narrative of global economic resilience amid various headwinds. Per the full note, Paul…
The desk anticipates a hawkish tone from ECB officials at the annual Sintra forum, reinforcing expectations of an interest rate hike this year. Per the full…
The desk interprets the current commentary as underscoring a persistent hawkish bias from the ECB, despite softening economic conditions. According to the full…
The desk posits that while China's manufacturing PMI has shown some signs of recovery, it does not signal a broader economic turnaround, with potential policy…
The desk observes that Asia's consumer recovery is uneven, with stronger growth in Japan, Australia, Singapore, and India amidst an overall sentiment shift due…
The desk interprets recent insights from BofA Global Research as a signal of an impending recalibration in market dynamics, spurred by a more hawkish Fed…
The desk's thesis is that while global growth has seen a modest upgrade, policy tightening remains a dominant theme, particularly from a hawkish Federal…
The dollar's recent breakout above its year-long trading range, driven by hawkish Fed rhetoric and declining energy prices, suggests the potential for…
As we transition into the second half of 2026, the desk believes that the shift in Fed communicative strategies under Chair Warsh, combined with persistent…
The desk interprets the recent commentary from Bank of America, emphasizing that the firm is cautiously optimistic on the G10 FX outlook, particularly…
Lead — The recent Eurozone Economic Sentiment Indicator points to easing inflationary pressures, raising questions about the European Central Bank's (ECB)…
The aggressive sell-off in oil prices post the US-Iran Memorandum of Understanding signals misplaced optimism about a permanent resolution in the Persian Gulf…
Despite tensions from military exchanges in the Gulf and Russia, oil futures have shown surprising resilience, reflecting a broader market indifference to…
ING expects EUR/USD to climb back to 1.15 in July, arguing that US payrolls above 100k are already priced in and further USD rallies should be faded. The desk…
The record-breaking heatwave in Europe acts as a catalyst for economic downward revision, reinforcing concerns around growth and productivity. As a leading…
Per the full note [source], the desk believes that Colombia's central bank, Banco de la República (BanRep), does not need to pursue further rate hikes due to…
The oil market's muted response to escalating US-Iran tensions suggests a prevailing optimism surrounding supply recovery, despite significant geopolitical…
The desk posits that a recent increase in oil flows through the Strait of Hormuz has led to downward pressure on prices, highlighting a reliance on demand…
The desk anticipates that the Federal Reserve's commitment to a hawkish stance will continue to shape the U.S. interest rate landscape, potentially leading to…
The meeting of North American leaders at the Brookings Institution has sparked new expectations around CUSMA negotiations, indicating a more combative approach…
The desk notes that the emerging market (EM) fixed income landscape is evolving rapidly, primarily influenced by macroeconomic shifts and central bank…
In their latest review, J.P. Morgan's Global FX Strategists highlight pivotal market dynamics affecting key currencies, particularly focusing on the upcoming…
The USD looks set for further strength amid diverging monetary policies and ongoing political uncertainties in the UK, as articulated by MUFG analysts. Per the…
The latest Italian confidence data presents a nuanced picture of consumer and business sentiment, with pressures from geopolitical tensions possibly weighing…