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 181–210+ results
Load more →Lead — The desk supports the view that the Dutch road transport market is slowly recovering, albeit amid rising costs and structural challenges, potentially…
The recent data from Poland indicates a dichotomous consumer spending trend, prioritizing durable goods over essential items. Per the full note from ING,…
The desk believes that Europe's accelerating energy transition is not only crucial for reducing dependencies on fossil fuels but also presents an opportunity…
The desk evaluates the implications of stagnant US-Iran peace talks, as highlighted by Paul Donovan from UBS, who notes the potential for increased cooperation…
Per the full note from ING's commodities desk, oil has steadied this morning after a 3.4% single-session drop, with Middle East tensions and a sharply reduced…
The FX desk argues that the recent hawkish comments from Federal Reserve officials are reshaping market dynamics, particularly breaking the historical link…
The dollar is gaining traction as expectations around rate hikes bolster its appeal, bolstered by short-covering dynamics according to analysis from both ANZ…
The recent Canada Investment Summit has underscored Canada's intent to emerge as a significant player in the global capital market. Per the full note from RBC…
In light of the recent Fed rate hike, the desk views the short-term outlook for the dollar as cautiously optimistic, with an expected pause in the tightening…
The desk is taking a cautious stance regarding the outlook on French government bond spreads relative to German Bunds, influenced by deteriorating fiscal…
The desk anticipates that the Norges Bank will implement a 25 basis point hike to 4.50% during Thursday's meeting, motivated by persistent concerns over…
The recent downgrade of Poland's sovereign rating by Moody's from A2 to A3 underscores significant fiscal challenges and a lack of commitment to rebuild fiscal…
The FX desk interprets the recent commentary from UBS' Fixed Income Roundtable as suggesting a tightening of monetary policy amidst strengthening economic…
The Polish economy is exhibiting signs of weakened domestic price pressures predominantly due to declining household finances, as outlined in the recent…
Amid deteriorating fiscal conditions, France's government has set an ambitious €54 billion fiscal adjustment target by 2027, yet lacks a concrete plan to…
Lead — 4-6 sentences. The desk sees rising diesel prices as a bellwether for broader affordability issues in the U.S., emphasizing that average diesel prices…
The desk interprets the recent commentary on Dutch pension funds as indicative of a broader shift in demand dynamics for euro swaps, particularly as pension…
The desk believes Romania's economic deceleration presents both challenges and opportunities, as potential GDP growth is now estimated at about 2.0%, down from…
Lead — Crude oil prices saw a correction this week, with ICE Brent dropping below $102/bbl, amidst easing geopolitical tensions and profit-taking after a…
The desk expects a rate hike from both the ECB and Fed in December, positioning itself for potential USD upside amid shifting oil prices. Per the full note…
The desk echoes Bank of America's bullish stance on the Federal Reserve's tightening cycle, anticipating two additional rate hikes in October and December. Per…
The desk sees a positive outlook for equity markets driven by robust earnings growth, particularly spurred by significant increases in AI-related spending. Per…
The recent state elections in Germany illustrate a fragmented political landscape that complicates Chancellor Friedrich Merz's reform agenda, reflecting a…
The FX desk views the current surge in sulphur prices as a pivotal moment that could reshape agricultural commodity supply dynamics globally. Per the full note…
The recent commentary from BofA highlights a significant pivot in global monetary policy driven by the Fed's hawkish stance, which has profound implications…
The desk advocates for a bullish outlook on the USD, underpinned by recent G4 central bank activities that signal a firm commitment to supportive monetary…
Lead — As commodity prices surge amidst geopolitical turmoil and climatic shifts, our desk views this as a critical moment for FX markets, especially given the…
The desk sees potential upside risks for the US dollar, driven primarily by the recent Federal Reserve rate hike and changes in monetary policy by Japan's Bank…
The desk is taking a cautious stance on the potential for central bank rate hikes to trigger a recession, as articulated by James Smith in the recent…
The desk anticipates that the Swiss National Bank (SNB) will maintain its current policy rate at 0%, given the relatively low inflation rates despite stronger…