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 241–270+ results
Load more →The desk anticipates a clear U.S. Federal Reserve interest rate hike of 25 basis points (bps) to 4.0%—a widely expected move that should support the U.S.…
Lead — The desk asserts that India and the Philippines remain competitively positioned in the AI landscape, countering fears of decline in their outsourcing…
The latest RBC consumer spending tracker indicates that Canadian spending continues to rise, signaling positive economic momentum. Per the full note by Adam…
The desk believes a 50 basis point hike could be a bold and appropriate move for the Federal Reserve, setting a precedent for a more aggressive approach under…
The desk emphasizes that the current macroeconomic environment, influenced by rising inflation and changes in labor market dynamics, is creating pivotal…
The National Bank of Poland's monetary policy is likely to be influenced by the recent uptick in inflation driven primarily by surging fuel prices, confirmed…
Nordea's recent move to join the SWIFT payments scheme as a Gateway Intermediary positions it strategically within the Nordic financial landscape, enhancing…
The desk believes that the ongoing discussions from the Securities Lending Committee regarding the T+1 transition could signal important shifts in the FX…
The desk interprets the recent commentary on Europe's rearmament as a critical turning point for the region, indicating a substantial increase in defense…
The desk interprets recent Chinese economic data as indicative of ongoing domestic difficulties, particularly in retail and investment sectors, while external…
The UK jobs market is demonstrating signs of cooling, which raises questions about the necessity for further rate hikes by the Bank of England (BoE). Per the…
The desk highlights a noticeable uptick in the dollar's performance as it aligns with several positive short-term drivers, including robust front-end rates,…
The desk perceives China's ongoing weakness in domestic demand as a crucial factor impacting its economic growth outlook. As noted in the source, the…
The desk anticipates that the Bank of England (BoE) will hold rates steady this week, with market reactions hinging on the Monetary Policy Committee's (MPC)…
Per the full note from ING's commodities desk, oil remains firmly bid with ICE Brent settling above $105/bbl after an intraday spike to just under $110,…
The desk anticipates a shift in the Japanese yen's trajectory correlating with the Bank of Japan's (BoJ) forthcoming interest rate hike, particularly as…
The upcoming Bank of Japan (BoJ) meeting is poised to have significant ramifications for global FX markets, especially regarding USD/JPY dynamics. Per the full…
The desk believes the U.S. 10-year Treasury yield, having just touched the 5% mark, is likely to test that resistance again, especially in the face of the…
The desk posits that Canada is poised to attract substantial global investment due to its wealth of resources and strategic sectors undergoing innovation,…
The desk believes that Poland's current account balance is stabilizing, presenting a mixed outlook for the zloty. Per the full note from ing-think, July saw…
The desk continues to find opportunities within emerging markets (EM), emphasizing a constructive stance on EM carry despite several headwinds identified by…
The desk believes that the recent CPI figures will lead to a pivotal shift in Federal Reserve policy, impacting FX markets significantly. Per the full note…
The desk interprets the latest consumer spending data from Bank of America as indicating sustained economic momentum, driven by healthy household finances and…
The desk argues that the US dollar is positioned for a supportive lift from anticipated monetary policy changes ahead, driven predominantly by a likely 25bps…
In a notable shift, the consensus among major U.S. financial institutions is aligning towards a Federal Reserve interest rate hike as early as this week,…
The desk believes that the recent shutdown of Saudi Arabia's east-west pipeline will put upward pressure on oil prices in the short term. Per the full note…
The desk emphasizes the significance of the recent US inflation data as a pivotal influence on rates markets, suggesting a nuanced read on the economic…
In the wake of the US CPI print and leading into the FOMC meeting, the desk suggests that certain currencies could demonstrate resilience amid a Fed hiking…
The desk expects continued volatility in European rates, increasingly influenced by upcoming central bank actions and market positioning. Per the full note…
The FX market appears to show resilience amid a notable sell-off in bond markets, primarily influenced by rising global yields as traders incorporate more…