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 151–180+ results
Load more →Lead — In response to aggressive declines in East Asian currencies, including the Japanese yen and Korean won, U.S. Treasury intervention is expected to…
The FX market is currently navigating dual pivotal influences: escalating tensions in the Gulf and the forthcoming Federal Reserve meeting scheduled for…
Lead — Taiwan's persistent inflation signals a stronger possibility for a central bank rate hike in September, as local inflation metrics remain elevated. Per…
ING's June eurozone retail sales commentary underscores a subdued consumer backdrop, with a 0.3% month-on-month decline and a slowdown in annual growth to…
The Romanian retail sector is displaying significant strain as private consumption falters, a trend set to dampen GDP growth in Q2 2026. Per the full note from…
The Czech industrial sector exhibits signs of rebounding, with June's industrial production rising by 4.0% year-on-year, as reported in recent bank research…
The FX desk projects that uncertainty surrounding the U.S. economy will be further amplified with the upcoming release of second quarter productivity data, as…
The desk anticipates that the imminent US payroll report will suppress FX volatility, particularly as improved sentiment in the Gulf weakens the dollar. Per…
Our desk believes that the persistent hawkish bias from central banks will continue despite easing rates influenced by falling oil prices. Per the full note…
Lead — The recent agreement between Iran and Oman to establish new shipping routes through the Strait of Hormuz is exerting upward pressure on oil markets,…
The desk views Bank of America's revised forecast for USD/JPY, which suggests a year-end target of 149, as a significant signal of changing market dynamics…
Lead — Instability in the private credit space is shifting attention back to high-yield bonds, making this a potential opportunity for institutional investors.…
The desk believes that the AI trade presents significant opportunities across various sectors, not limited to technology alone. Per the full note from J.P.…
The desk argues that while the US service sector remains robust, as illustrated by the ISM services index, concerns about weak hiring persist, influencing…
Per the full note from Bank of America Institute, the July 2026 employment report signals a broadening labor market recovery, with estimated payroll growth…
Lead — The Czech Republic is grappling with inflation driven upward by surging fuel prices, where July's inflation recorded a year-on-year increase of 1.7%, as…
Lead — The desk interprets the recent commentary from Deutsche Bank as highlighting the increasing market volatility driven by rapid deleveraging in the wake…
The desk emphasizes optimism surrounding the global sustainable finance market, particularly its projected growth in issuance through 2026. Per the full note…
The desk views the potential settlement between Iran and Oman regarding the Strait of Hormuz as a key development influencing broader oil price sentiment and,…
The desk observes that US Dollar corporate credit supply remained unexpectedly robust in July, a trend typically muted during the summer months, signifying…
The desk is highlighting an increased likelihood for further intervention in the yen market, driven by recent commentary from US Treasury Secretary Scott…
The slowdown in Euro credit supply during July reflects the traditional summer lull, which manifested in a significant drop to €17 billion in issuance from €52…
Lead — The desk interprets that the recent selloff in oil prices, driven by optimism over a potential US-Iran deal, may be overstated. Per the full note from…
The desk posits that recent trends in equity concentration, particularly within major indices such as the Russell, may influence foreign exchange markets by…
The desk interprets the commentary from UBS and Nuveen as indicative of a challenging landscape for preferred securities, coupled with broader fixed income…
The desk argues that Gen Z's prioritization of spending on experiences over savings could bolster economic resilience, despite their low savings rates. Per the…
The desk believes that Romania's ongoing water crisis presents a critical macroeconomic challenge, with latent impacts for industrial output and energy…
The desk posits that AI's dramatic impact on economics and infrastructure is positioning it as a pivotal factor in capital markets. This is underscored by the…
The rapid expansion of stablecoins could signal a noticeable shift in the financial landscape, contingent upon regulatory acceptance and interoperability…
Lead — The deteriorating water levels in the Rhine River could further dampen Germany's GDP growth by as much as 0.3 percentage points this year, creating new…