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 271–300+ results
Load more →The Dutch economy is showing surprising resilience despite a backdrop of heightened costs and a dimmer outlook, as noted in recent commentary. Per the full…
Lead — The unexpected decline in Poland's inflation to 3.1% year-on-year for May suggests a dovish tilt for the National Bank of Poland (NBP) moving forward.…
Lead — The recent US-Iran agreement suggests that oil supply may stabilize, potentially keeping UK inflation below the critical threshold of 4%, thereby…
In the latest economic update, the Eurozone's industrial production shows resilience, yet the trade balance indicates significant strain due to surging energy…
The desk expects sustained strength in the dollar, driven by higher US rates and a resilient labor market. Investors anticipate further Fed tightening as the…
The desk views the current investor affinity for Hungarian assets as a pivotal moment driven by positive governmental rhetoric towards euro adoption—per the…
The desk highlights emerging concerns in Latin American FX stability, particularly focusing on Brazil and Mexico. Per the full note, while Brazil's high yields…
The desk sees potential stabilization for Asian currencies as local authorities ramp up support measures amid ongoing market pressures, such as high energy…
Lead — The recent interim US-Iran peace deal has catalyzed a significant shift in energy markets, largely depreciating oil prices amid expectations of an eased…
The desk maintains a relatively bullish view on the dollar's strength as improvements in Middle East sentiment and sustained Fed tightening expectations…
The desk interprets ING's latest FX forecast as signaling a potential upward trend for the dollar, particularly against the euro, amidst expectations of…
The desk views the recent Iran-US peace deal as a critical factor likely to underpin risk markets and ease upward pressure on oil prices. Per the full note…
The desk envisions a bullish outlook for risk assets driven by geopolitical developments, coupled with a vital week for central bank policy. As the…
The latest BofA Global Research commentary provides critical insights into macroeconomic trends and central bank dynamics that could profoundly affect FX…
The recent re-evaluation of U.S. interest rate trajectories has significant implications for FX markets, particularly as it relates to borrowing which fuels AI…
J.P. Morgan's European rate strategy for 2H26 focuses on a structural shift in ECB policy expectations, with the desk arguing that the terminal rate has been…
The FX desk posits that the shifting dynamics in global commodity flows, particularly through key chokepoints like the Strait of Hormuz, will create…
In anticipation of an active week focused on central bank activities, the desk maintains a cautiously optimistic view on the FX market trajectory, particularly…
The desk believes that the upcoming week, marked by critical central bank meetings—including the Fed under new Chair Kevin Warsh—could be a pivotal moment for…
The desk views the recent improvement in U.S. consumer sentiment, reflected in the University of Michigan's sentiment index which rose to 48.9, as a sign of a…
The desk views Belgium's economic outlook as increasingly fragile, with higher energy prices and fiscal consolidation weighing heavily on consumption and…
The desk posits that the changing tone from the Federal Reserve, now led by Kevin Warsh, signals a potential shift toward future rate hikes amidst growing…
The ECB's rate hikes may have less immediate impact on the eurozone economy than history suggests, according to ING's James Smith. Per the full note [source],…
Poland's current account deficit has seen a significant deterioration in April due to surging fuel imports and unfavorable terms of trade from rising energy…
The desk interprets April's significant reduction in Turkey’s current account deficit as a pivotal development for the Turkish lira and broader market…
The upcoming US decision on copper import tariffs is poised to significantly affect the copper market, with the Commerce Secretary's recommendation expected by…
The desk interprets recent commentary from UBS, indicating a growing concern within the ECB about inflationary pressures due to oil prices, despite a lack of…
The desk interprets recent commentary on the ECB as underscoring the critical dependency of future rate hikes on oil prices. With the ECB's latest 25bp hike…
The desk posits that the potential US-Iran peace deal could impact the dollar negatively amidst a backdrop of softening oil prices. Following President Trump's…
The desk anticipates a pivotal week for Asian monetary policy, particularly focusing on the Bank of Japan's (BoJ) expected 25 basis point hike to 1.0% amidst…