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 211–240+ results
Load more →The desk interprets the recent UBS commentary as a bellwether for volatility in US equities and its potential implications for FX markets. Per the full note…
The desk positions itself bullishly on the Polish Zloty (PLN) ahead of key labour market and retail data due for release next week. Per the full note [source],…
The desk anticipates that the Riksbank will opt for a hawkish hold at its upcoming meeting, indicating a likely hike in November. Per the full note [source],…
The desk anticipates a synchronized rate hike from both the Federal Reserve and the European Central Bank in December, following recent hawkish signals from…
The desk views the recent data from Poland as a critical indicator of potential economic fragility, underscoring a cautious stance towards GDP growth…
Lead — Pandora's adept response to the surging price of silver illustrates a well-structured financial hedging strategy, critical for businesses with…
Following the Bank of Japan's recent decision to raise interest rates by a quarter point, the yen has experienced a notable weakening. Per the full note from…
The desk interprets the recent Bank of Japan (BoJ) rate hike as a dovish attempt to align with the Federal Reserve, ultimately leading to renewed weakness in…
Lead — The desk anticipates that Bank Indonesia will maintain interest rates at 5.75% this week, reflecting a dovish pause and responding to recent IDR…
The desk asserts that the recent volatility in U.S. Treasuries, coupled with insights from the September FOMC meeting, suggests a tightening in yield…
The desk interprets recent Bank of England (BoE) activity as a pivotal moment for long-end yields, particularly highlighting the suspension of long-end gilt…
The desk suggests that recent developments might have cleared the way for a more stable outlook in EM fixed income markets following the Federal Reserve's…
The desk identifies a likely interest rate hike by the Czech National Bank (CNB) in November, signaling a cautious but determined stance on monetary policy…
The desk believes the recent hawkish rate hike from the FOMC signals a commitment to combating inflation more aggressively, setting the stage for potential…
Lead — The National Bank of Hungary (NBH) is likely to maintain its current interest rate of 5.50% at the upcoming September meeting, as inflation remains…
The desk interprets the BoE's decision as a clear signal that its monetary policy hinges on energy price trajectories. Per the full note from ing-think, while…
The desk interprets recent Federal Reserve actions as a calculated step to counteract political interference, positioning the dollar favorably as the Fed is…
Per the full note from ING, the September FOMC delivered everything a dollar bull could ask for: a 25bp hike, a dot plot with 12 of 18 members projecting one…
The recent shift by Goldman Sachs to anticipate a second Federal Reserve rate hike as soon as October, abandoning their previous 'one and done' forecast,…
The desk highlights that the recent Federal Reserve hike of 25 basis points, which raised rates to a target range of 3.75% to 4.00%, serves as a firm…
Lead — The Federal Reserve's recent 25 basis point rate hike, coupled with indications of a potential second hike later this year, suggests a robust stance…
The desk anticipates that the U.S. 10-year yield will not only exceed but also stabilize above the 5% mark as pressures from inflation and fiscal dynamics…
In a nuanced view of the current energy market, Bank of America highlights a short-term relief in utility bill inflation against the backdrop of long-term…
Lead — US consumer spending displays surprising resilience despite prevailing pessimism, underscoring a K-shaped recovery. Per the full note [source], retail…
The desk views the recent surge in long-end Treasury yields as a reflection of robust economic growth coupled with significant government debt issuance amidst…
Lead — The ongoing competition for global AI dominance between the U.S. and China is increasingly important for market dynamics affecting FX strategies and…
Lead — The Central Bank of Uzbekistan's decision to maintain its policy rate at 14.00% signals a cautious approach, with a potential for a modest rate cut in…
The desk views the recent trends in Eurozone industrial production as reflective of ongoing economic challenges, with July's production declining by 0.1%…
The desk interprets central banks' current policy dilemmas, highlighting a series of external shocks they have faced since the pandemic, including supply chain…
The desk interprets the recent uptick in UK inflation, driven by higher fuel costs and projected to potentially rise to 3.6-3.7% over the winter, as not yet…