RBC THOUGHT LEADERSHIPRbc
Trade Zone: Where the U.S. and China go from here
The desk posits that the evolving trade dynamics between the U.S. and China will significantly affect global currency volatility. Per the full note from RBC…
Commentary
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 181–210+ results
Load more →- JPMORGAN GLOBAL RESEARCHJPM
Global FX: EUR-USD divergences, systematic signals, sterling struggles
The FX desk is adopting a more bullish outlook on the dollar as diverging economic data strengthens the case for a stronger USD against the EUR. This shift…
- JPMORGAN GLOBAL RESEARCHJPM
Global Commodities: Infrastructure 101
J.P. Morgan's commodity podcast [source] highlights the critical role of infrastructure in assessing recovery timeframes after the Iran conflict, with focus on…
- JPMORGAN GLOBAL RESEARCHJPM
Global Rates: Analyzing Eurex and US futures roll and cross currency bases
The desk anticipates a significant shift in the cross-currency basis as geopolitical tensions reshape monetary policy expectations in both the U.S. and Europe.…
- JPMORGAN GLOBAL RESEARCHJPM
Global Rates: Energy priced and UK politics drive Bunds and Gilt yields higher
The desk believes that rising energy prices and UK political dynamics are driving yields higher in both the Euro area and the UK. Per the full note [source],…
- ING ECONOMICSING
THINK Ahead: Politics meets the bond market (again…)
In the latest piece from ING Economics, the interaction between political dynamics and the bond market is underscored as a critical factor for currency…
- MUFG EMEAMUFG
US dollar rebounds – yield’s renewed influence on FX
The desk believes that the US dollar is poised for further strength as renewed interest in yield dynamics influences FX markets. Per the full note from MUFG…
- ING ECONOMICSING
UK assets markets starting to feel the heat
UK asset markets are under increasing pressure amid rising bond yields and heightened concerns regarding economic stability. This dynamic reflects a broader…
- ING THINK
THINK Ahead: Politics meets the bond market (again…)
Lead — The desk interprets the current political climate in Britain as a significant driver of rising interest rate expectations, which could impact the global…
- ING THINK
UK assets markets starting to feel the heat
The desk sees UK assets under pressure as political uncertainty mounts within the Labour Party, which is contributing to rising gilt yields and a weakening…
- ING THINK
Poland’s external balance improves amid rising (re)exports
The desk views Poland's current account improvement as a short-term positive, driven by rising exports, particularly in the technology sector. However, the…
- ING ECONOMICSING
Most Dutch consumers plan to cut spending as fuel prices rise
As Dutch consumers brace for rising fuel prices, a noteworthy shift in spending patterns is expected. Per the full note from ING Economics, the majority of…
- ING THINKING
Most Dutch consumers plan to cut spending as fuel prices rise
The desk interprets the recent ING survey indicating that 60% of Dutch households plan to reduce spending due to rising energy costs as a significant bearish…
- GOOGLE NEWS · GBP/USDUbs
Canadian Dollar Among Winners From Global Energy Shock: UBS - Exchange Rates UK
UBS highlights the Canadian Dollar as a key beneficiary amid the current global energy shock. This assertion is anchored in the dollar's direct correlation…
- ING THINK
Higher core inflation lifts Poland’s CPI in April
The desk believes that Poland's rising inflation, particularly in core metrics, will prompt the central bank to consider tightening monetary policy, albeit at…
- ING THINK
China-US relations: what to expect from ‘constructive strategic stability’?
The desk interprets the evolving narrative of 'constructive strategic stability' in China-US relations as a potential stabilizing factor for global markets,…
- GOOGLE NEWS · GBP/USDBofA
We're Exiting Our GBP/USD Short: Bank of America - Pound Sterling Live
Bank of America has signaled a shift in its stance on the GBP/USD, exiting its short position. This decision indicates a long-term view of a stronger pound, as…
- ING THINK
Czech National Bank minutes: Board aware of risks to economic activity
The desk views the Czech National Bank's (CNB) current monetary policy stance as a balancing act between controlling inflation and supporting economic growth.…
- ING ECONOMICSING
Two anniversaries, one uncomfortable mirror
The desk views the reflections on two significant anniversaries as a crucial lens through which to assess current market dynamics, particularly in FX. Per the…
- ING THINK
Two anniversaries, one uncomfortable mirror
Lead — The desk interprets the upcoming anniversaries in May 2026 as a reflection of broader economic challenges, particularly in the FX landscape. Per the…
- ING THINK
Two anniversaries, one uncomfortable mirror
The desk interprets the recent commentary on the anniversaries of Friedrich Merz's chancellorship and Christine Lagarde's 'global euro moment' as indicative of…
- ING THINK
In charts: Three scenarios for energy, macro and markets
The desk posits that the ongoing Middle East conflict is likely to exert upward pressure on energy prices, which in turn could influence inflation and central…
- ING THINK
Sitting, waiting, wishing… for energy flows to resume
The desk posits that energy markets are currently navigating a precarious balance, with geopolitical tensions in the Middle East exerting significant pressure…
- ING THINK
Our latest views on the major central banks
The desk anticipates a cautious yet strategic approach from major central banks, particularly the Bank of Japan (BoJ), as they navigate a complex economic…
- ING THINK
Rising inflation signals June rate hike in the eurozone
The desk anticipates a June rate hike from the European Central Bank (ECB) as inflationary pressures mount in the eurozone. Per the full note from ing-think,…
- ING THINK
Stronger growth and reflation ease pressure for stimulus in China
The desk views the current economic landscape in China as a stabilizing factor amidst global uncertainties, particularly the ongoing conflict in Iran. Per the…
- ING THINK
Bank of England unlikely to deliver on market expectations
The desk argues that the Bank of England (BoE) is unlikely to meet market expectations for aggressive rate hikes, particularly given the current political…
- ING THINK
Upside inflation risks in Asia outweigh downside growth risks
The desk anticipates a shift in monetary policy across Asia as inflationary pressures intensify, driven by high energy prices and food supply risks. Per the…
- ING THINK
Energy shock reshapes growth and policy outlook in CEE
The desk views the energy shock as a pivotal factor reshaping growth and policy in Central and Eastern Europe, particularly highlighting Poland's resilience…
- ING THINKING
High rates and commodity exposure preferred in FX
The desk posits that currencies with high interest rates and favorable energy positions are currently favored by investors, particularly in light of the…
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