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 211–240+ results
Load more →The desk interprets current market dynamics as a reaction to recent dovish signals from the Federal Reserve and active JPY intervention, contributing to a…
The desk anticipates increased rates volatility driven by recent central bank meetings and macroeconomic updates, particularly within the USD and GBP regions,…
The upcoming week features the Reserve Bank of India's decision on interest rates as a pivotal event, which is likely to see the repo rate held at 5.25%,…
The desk views the recent easing in oil prices as a significant signal regarding the ongoing dynamics in global supply chains, specifically from the Persian…
The sharp decline in China's PMI readings for July reveals a concerning economic trend, with both manufacturing and non-manufacturing indices dipping into…
The recent US import ban on foreign inverters is poised to intensify the challenges faced by the clean power supply chain, particularly in solar and battery…
The desk views the recent decline in USD/JPY, which has dropped 3.5% on heavy volumes, as a sign of potential intervention by Japanese authorities capitalizing…
The desk interprets the recent FOMC meeting led by Chairman Kevin Warsh as signaling a cautious stance rather than an aggressive tightening of monetary policy.…
The desk asserts a broad divergence in consumer spending trends across U.S. regions, with the Northeast leading in growth metrics, highlighting a shift towards…
The desk interprets the recent US GDP report as a clear signal of economic cooling, which may prompt a reevaluation of Federal Reserve rate hikes going…
The desk expects the Czech National Bank (CNB) to maintain its policy rate at 3.75% in the upcoming meeting, reflecting a cautious approach amid rising input…
German July headline inflation rose to 2.8% YoY, driven by the expiry of the fuel tax rebate and tentative signs of knock-on effects. Per the full note…
The desk interprets the Bank of England's recent decision to maintain its benchmark interest rate at 3.75% as a clear dovish signal, suggesting a sustained…
The Hungarian economy's growth remains on an upward trend but has underperformed versus market expectations, prompting cautious optimism among analysts. GDP…
The recent data from Italy indicates that GDP deceleration has been less pronounced than expected, suggesting a more resilient economy in the face of external…
The Eurozone economy is demonstrating resilience in the face of geopolitical turmoil, with GDP growth reported at 0.4% for Q2, a figure that may understate…
The desk notes that Dutch economic growth has accelerated more than previously expected, with GDP expanding 0.4% quarter-on-quarter in Q2, underpinned by…
The desk interprets the July Politburo meeting as a cautious but supportive step towards more proactive policy in China, albeit without significant new…
Germany's Q2 GDP grew 0.2% QoQ, defying Middle East war fears and soaring energy prices, driven by exports. ING notes this is the first time since pandemic…
The desk interprets the recent commentary from UBS, specifically the insights of Chief Economist Paul Donovan, as indicative of a cautious Federal Reserve…
The desk anticipates volatility in longer-dated UST yields following the Fed's recent decision to hold rates steady, noting the upward pressure on long bond…
The desk posits that recent movements indicate bond vigilantes could be key allies for the dollar amidst shifting monetary policy perceptions. Per the full…
The Federal Reserve's recent decision to hold interest rates steady, despite dissent from three FOMC members, highlights ongoing uncertainties in the U.S.…
J.P. Morgan's research highlights a deepening US housing affordability crisis driven by 36 months of rising median home prices and tight inventory. The note…
The desk's interpretation centers on the shifting landscape of pharmaceutical tariffs and its implications for global investment, particularly in the US. Per…
The desk's central thesis focuses on recalibrating asset allocation strategies in light of shifting U.S. monetary policy and geopolitical risks, as discussed…
The Central Bank of Uzbekistan's recent decision to maintain the policy rate at 14.00%, coupled with the removal of rate cut guidance, signals a more hawkish…
The current surge in housing supply in the Netherlands is driving home sales to unprecedented levels, as per the full note from ING. This increased supply is…
The geopolitical tension arising from Iran’s missile strikes against US military bases has prompted a modest uptick in oil prices, indicating underlying…
The Reserve Bank of Australia (RBA) is likely to maintain its current interest rate hold throughout the remainder of the year, as broader inflation trends…