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 181–210+ results
Load more →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…
The current geopolitical assertions regarding US-Iran relations are unlikely to shift market sentiment significantly, as the equity and FX markets demonstrate…
The Dutch construction sector is experiencing a rebound in building permits, reaching a ten-year high, which generates cautious optimism for future housing…
The desk anticipates a potential recovery in the dollar, contingent on upcoming U.S. economic data, particularly labor market indicators. Per the full note, a…
Lead — The announcement of potential diplomatic progress between the US and Iran has led to a sharp sell-off in oil prices, with Brent crude down over 7% in a…
HSBC argues that the U.S. dollar is poised for continued strength, primarily driven by widening interest rate differentials and robust economic performance in…
The desk interprets recent commentary from UBS's Leslie Falconeo and Invesco's Matt Brill as reflective of a cautious sentiment in the fixed income market,…
The desk anticipates a significant moment in the USD/JPY exchange rate following unprecedented joint intervention by the US and Japanese authorities aimed at…
The desk emphasizes that Romania's economic adjustment is precarious, facing headwinds from weak consumption and high inflation, despite progress from…
The Turkish inflation narrative remains nuanced, with July data indicating some easing in annual inflation yet revealing stronger underlying pressures. Per the…
The desk views the recent developments in the oil market and US fiscal policy as pivotal drivers impacting the Japanese Yen's strength. Following the…
The desk views the record-low water levels on the Rhine River as a pivotal indicator of rising supply chain risks that could exacerbate inflationary pressures…
The desk is framing a scenario where the Federal Reserve may not follow through with an anticipated rate hike due this September, and could even undertake rate…
The desk views the recent joint intervention by Japanese and US authorities as primarily a containment exercise designed to stabilize the USD/JPY pair without…
The current market landscape is characterized by ongoing volatility amidst a mix of macroeconomic data and forthcoming US payroll reports, with oil prices…
Lead — JP Morgan's recent analysis provides critical insight into the limitations of U.S. Treasury capabilities for coordinated yen intervention, suggesting…
Lead — As central banks navigate turbulence in the current economic landscape, market participants are keenly watching the implications of this week's pivotal…
The recent commentary from J.P. Morgan underscores a significant deterioration in the geopolitical landscape affecting critical oil transit routes,…
The desk posits that President Trump's posts on Truth Social are signaling catalysts for interest rate fluctuations, primarily due to their impact on market…
The FX desk interprets the recent downturn in the dollar as a distinct response to the Federal Open Market Committee's (FOMC) latest policy signals, compounded…
The desk sees renewed challenges for USD/JPY following this week's central bank meetings, particularly after the Fed's less hawkish stance and the Bank of…
The desk sees a significant shift in the performance dynamics of emerging markets, which have notably outperformed the S&P 500 over the past 18 months, driven…
The desk believes that Kevin Warsh's push for reduced forward guidance from the Federal Reserve could lead to greater market volatility in the FX space. As…
The desk interprets the recent uptick in Italian confidence data as a key indicator of economic resilience, which may influence the EUR/USD pair positively…
The recent data from Poland indicates a notable increase in inflation rates as July's rise to 3.0% year-on-year exceeds the National Bank of Poland's target,…
The Eurozone's inflation data for July shows only a minor increase from 2.8% to 2.9%, despite rising energy prices linked to geopolitical tensions in the…
Taiwan's impressive GDP growth of 12.9% year-on-year in Q2 continues to set it apart, well above market forecasts and last quarter's 14.55%. Per the full note…
The desk interprets Japan's recent currency intervention as a strategic response to mitigate the yen's rapid depreciation, rather than as an effort to target a…
The desk believes the Bank of Japan's decision to maintain the policy rate at 1.00% signals a sustained commitment to a gradual tightening cycle. Given…