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 271–300+ results
Load more →The desk is suggesting a more cautious outlook on future rate hikes from the European Central Bank (ECB) than currently priced by the market. As articulated in…
The desk anticipates a 25 basis point Federal Reserve rate hike in September, framed as a necessary recalibration rather than the beginning of a tightening…
The FX desk reads the hot August US CPI print as a near-locked catalyst for a 25bp Fed hike at next week's FOMC, with Chair Kevin Warsh pushing the hawkish…
The desk believes that the Bank of England (BoE) is unlikely to adopt a hawkish stance in the near term, as indicated by the source commentary discussing the…
The desk believes that upcoming Polish inflation data will lead to increased scrutiny on monetary policy as it may influence the Polish Zloty (PLN) dynamics.…
The desk anticipates a 25 basis point rate hike by the Bank of Japan (BoJ) during its upcoming meeting on September 18, 2026, aligning with market expectations…
The desk sees Turkey's current account dynamics as a pivotal signal of underlying economic strain, particularly given the sharp widening of its 12-month…
Romanian CPI disinflated to 6.2% in August, but per the full note from ING the print reverses July's upside surprise on little more than seasonal food and gas…
The UK economy has demonstrated surprising resilience, with July GDP rising 0.4%, significantly above expectations for no growth, and following a 0.3% increase…
Lead — The desk positions that today's CPI release is pivotal in solidifying expectations for a Federal Reserve rate hike. Per the full note from ING, current…
The desk argues that the US central bank's current reliance on individual consumer price data is problematic, suggesting that single data points should not…
The desk argues that the proposed integration of Nordic capital markets, as highlighted in Nordea's recent commentary, is crucial for supporting local…
The desk interprets the emerging pressure in the interest rate environment, emphasizing the Fed's challenge to rein in the soaring US back-end rates as energy…
The desk anticipates that the Bank of Japan will raise interest rates by 25 basis points to 1.25% amid ongoing inflationary pressures. With Japan's inflation…
The desk sees a heightened probability of a further ECB rate hike in December, aligning with ANZ's expectation of a 2.75% deposit rate. This outlook is…
Lead — Recent developments in the Middle East have caused a sharp rise in oil prices, as the market reevaluates both the severity and the potential duration of…
The desk believes that the Emerging Markets (EM) fixed income sector remains resilient despite ongoing market volatility, primarily driven by cautious investor…
The desk views copper's recent price action as a critical juncture shaped by tariff uncertainty, revealing an overshoot from current fundamentals. As noted in…
The desk posits that the National Bank of Poland (NBP) will maintain its interest rates until at least mid-2027, despite indications from Governor Adam…
The Czech National Bank (CNB) is likely to maintain its current interest rates in a 'wait-and-see' mode, reflecting an overall mildly restrictive monetary…
The ECB's recent meeting highlighted its focus on immediate economic conditions, refraining from providing forward guidance on monetary policy. Per the full…
Lead — The desk anticipates the US 10-year yield will breach 5%, driven primarily by rising real yields amid fiscal and issuance concerns. Increased oil prices…
The desk reflects a bearish outlook for the euro ahead of the ECB's anticipated rate hike, positing that today's likely quarter-point increase in interest…
The health of the U.S. consumer remains resilient overall, despite pressures from inflation and rising fuel costs, especially affecting lower-income…
The Central Bank of Turkey's decision to hold rates steady at 37% reflects its cautious approach amid rising geopolitical concerns and inflation risks,…
The ECB's decision to hike interest rates by 25 basis points, bringing the deposit rate to 2.5%, reflects a proactive stance against inflation risks,…
The ECB is expected to raise interest rates by 25 basis points today, reaching a deposit facility rate of 2.50%. However, the real focus will be on President…
The ECB's forthcoming rate decision is anticipated to yield only a 25bp hike, with insufficient signals for further tightening, which sets a high bar for…
Per the full note [source], ING's Benjamin Schroeder and Padhraic Garvey argue the ECB will deliver a 25bp hike to a 2.50% deposit rate today, but that the…
Lead — The desk posits that the recent surge in Brent crude oil prices above $100 per barrel reflects increasing geopolitical tensions, particularly between…