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 181–210+ results
Load more →The desk believes that the strength of U.S. market leadership will continue to drive the performance of the U.S. dollar amid ongoing structural advantages. Per…
Per the full note [source], Deutsche Bank's Jim Reid highlights a wide-ranging set of macro topics, from the 10-year anniversary of the Brexit referendum to…
The National Bank of Hungary has initiated a 'mini' cutting cycle, with expectations for two additional rate cuts this summer following a 25 basis point…
The desk is framing the current landscape of homeownership sentiment as one of cautious optimism among Americans, driven primarily by a survey indicating a…
The desk posits that the private credit market remains resilient despite recent headline risks, which may temporarily overshadow its underlying strength. Per…
Per the full note [ing-think], the Eurozone composite PMI ticked up to 49.5 in June, still signaling contraction while price pressures eased. This dovish read…
The French economic outlook suggests a persistent downturn, driven by weak domestic demand and subdued business sentiment, casting doubt on the prospects for…
The desk interprets recent volatility in technology equities as primarily superficial and disconnected from fundamental economic change. Per the full note from…
The desk observes that UK gilt yields are likely to carry a significant risk premium as political uncertainty prevails, particularly with Andy Burnham viewed…
The desk is focusing on the potential for imminent Japanese yen intervention as markets price in increased volatility ahead of key talks between US and…
The recent easing of sanctions on Iranian oil exports by the US has led to a notable decline in oil prices, with Brent crude falling by 3.3% as a direct…
The desk interprets the recent FOMC meeting as a significant pivot towards hawkishness, emphasizing the concise nature of the statement released, which…
The desk interprets ongoing aluminium market dynamics as a persistent deficit, underscored by geopolitical improvements but hindered by enduring supply…
The desk interprets UBS's analysis of the Great Wealth Transfer as a transformative force reshaping wealth management and financial decision-making. Per the…
Lead — As the Polish economy experiences a deceleration in activity data, with retail sales and construction output underperforming, the outlook for GDP growth…
The desk maintains an optimistic bias on market movements following recent developments in the Gulf region, particularly in relation to US-Iran negotiations.…
The desk interprets the recent calm in GBP markets as a sign of strengthening trust in potential leadership change, but with a cautionary note regarding future…
The desk interprets ING's recent upgrade of South Korea's GDP growth forecast for 2026 to 4% from 3% as a significant bullish signal for the economy, driven by…
The desk views Germany's recent pension reform proposals as a signal of potential economic recovery and stability, with implications for the euro. Per the full…
Oil prices are witnessing upward momentum, propelled by a delicate ceasefire between the US and Iran, which faces significant skepticism. Per the full note…
Lead — As energy markets recalibrate post-Hormuz, new trade dynamics could reshape global FX flows, particularly as the implications of renewed freedom of…
The desk maintains a bullish outlook on US equities, citing ongoing favorable conditions that should continue driving performance. Per the full note from UBS,…
The desk is pivoting to a bullish dollar stance accompanied by a belief in positive beta trades as we move into the latter half of the year. Per the full note…
The desk anticipates a gradual increase in FX volatility during the second half of 2026, driven by depressed volatility levels and ongoing economic resilience.…
The desk believes that the recent decisions made by global central banks, particularly the Federal Reserve, will lead to further volatility in the dollar and…
The desk posits that the recent central bank meetings from the Riskbank, Norges Bank, and Bank of England (BoE) highlight a shifting landscape in global rates…
The desk highlights that while the Belgian housing market started 2026 strongly, characterized by a year-on-year price increase of 5.6% in 2025, the underlying…
The desk is positioning for potential rate cuts to re-enter the conversation sooner than expected. Per the full note from James Smith, the consensus among…
Polish industrial production beat expectations in May, rising 4.1% YoY vs consensus 2.5%, driven by defense and infrastructure spending. A K-shaped recovery is…
The US-Iran negotiations remain stalled, with Vice President Vance denying being the scapegoat for current tensions, while market participants anticipate an…