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 241–270+ results
Load more →Lead — The Central Bank of Uzbekistan has maintained its policy rate at 14.00%, but recent statements suggest a shift towards potential easing measures in the…
The desk identifies structural shifts within the private equity landscape, particularly within the secondaries market, which Nate Walton discusses in detail in…
The desk posits that affluent families are increasingly focusing on longevity and family business transfers as pivotal factors in wealth management strategies,…
US consumer spending resilience is surprising given ongoing financial constraints, which is key for GDP projections. Per the full note from ING, May retail…
Lead — The Swiss National Bank (SNB) is expected to maintain its policy rate at 0%, largely due to subdued inflationary pressures, as highlighted in the recent…
Lead — Hungary's strong wage growth is set to support consumer spending, with average gross wages rising by 9.0% year-on-year as of April, driven by the recent…
The Riksbank's recent meeting points to a central bank struggling to maintain its hawkish front while facing persistent low inflation. Although the Riksbank…
Lead — The desk is weighing potential shifts in Federal Reserve policy as Kevin Warsh takes the helm, anticipating a more hawkish tone tempered by hints of…
The Finnish corporate landscape is pivoting towards growth as firms transition from a focus on profitability to expansion, a sentiment championed by Antti Saha…
Lead — The desk believes the Federal Reserve will maintain its current interest rates, reflecting the broader trend of central banks balancing accommodative…
The desk interprets the recent data revealing UK food inflation remaining subdued, with CPI holding below 3% in May, as a potential indication against imminent…
The desk underscores that the resilience of the dollar is currently tethered to market expectations regarding Federal Reserve monetary policy, particularly in…
The Japanese yen remains weak despite the Bank of Japan's recent rate hike, highlighting a deeply entrenched bearish positioning among leveraged funds. As per…
The desk posits that while consumer companies face significant challenges, there is emerging resilience among consumers that may buoy market sentiment. Per the…
UBS CIO argues municipal bonds have outperformed other US fixed income sectors year-to-date despite geopolitical uncertainty, rate volatility, and elevated…
Lead — The recent U.S.-Canada summit highlighted significant themes that could reshape economic dynamics between the two nations. Per the full note by RBC…
The desk views the increasing prioritization of wellness and self-care among consumers as a defining shift in consumer spending behavior, impacting various…
The desk anticipates that the Riksbank will maintain a wait-and-see approach due to persistently low inflation, which limits the central bank's capacity to…
As healthcare systems across Europe grapple with a critical shortage of personnel, technology emerges as a vital enabler to reduce unnecessary hospital visits,…
The Bank of Japan's recent decision to raise its benchmark rate by 25 basis points to 1%, while committing to halt tapering by April 2027, underscores a…
The Reserve Bank of Australia (RBA) maintained its cash rate at 4.35%, emphasizing a prudent stance amid persistent inflation pressures and slowing growth. Per…
Per the full note [ING Think], oil's fourth consecutive decline reflects market pricing of a full Strait of Hormuz reopening after the US-Iran agreement, with…
The desk sees the dollar's recent strength as underpinned by solid fundamentals, particularly the outlook from the Federal Reserve, despite a significant drop…
Lead — The Bank of Japan's decision to raise interest rates to 1% is a pivotal moment for the Japanese economy, marking its first such increase since 1995. Per…
Economic indicators from China continue to raise concerns, suggesting that recent weak domestic data may prompt the government to introduce additional stimulus…
The desk argues that the overall resilience of the US economy is supporting a strong outlook for securitized markets, with 2023 issuance forecasted to reach…
The UBS commentary highlights a significant geopolitical development with the reported agreement between the U.S. and Iran to reopen the Strait of Hormuz,…
The desk views the current elevation in US real yields as a critical factor that will influence FX dynamics, particularly as the market adjusts its outlook…
In the second half of 2026, J.P. Morgan's analysis anticipates a favorable outlook for Emerging Markets, noting a sustained capital influx driven by positive…
The desk is anticipating that the recent interim Iran deal could substantially influence energy prices and subsequently the EUR/USD exchange rate. Per the full…