FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 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 anticipates that the Federal Reserve will maintain its current policy stance during the upcoming FOMC meeting on July 28-29, 2026, refraining from…
The desk views the recent Eurozone PMI improvement as a double-edged sword, buoyed by stronger performance but clouded by escalating geopolitical tensions. The…
The FX desk identifies a heightened volatility environment in response to rising energy prices and anticipated central bank reactions, particularly impacting…
Per the full note [source], ING argues that oil is the dominant driver of euro rates, with Brent above $100 keeping front-end swaps elevated. The ECB's July…
In the upcoming week, the primary focus will be on monetary policy decisions in Japan and Singapore, with both central banks likely to maintain their current…
Lead — The recent surge in Brent crude oil above $100 per barrel underscores escalating tensions in the Middle East, particularly following attacks on Saudi…
The desk posits a cautious outlook on the emerging markets (EM) fixed income landscape as investor sentiment wavers amid recent monetary policy communications…
The ECB appears increasingly poised for a September rate hike, supported by President Lagarde's recent comments highlighting rising inflation concerns. Per the…
Lead — The resilience of middle-income households in the face of rising prices is indicative of robust consumer sentiment, which may imply a stabilizing force…
The Central Bank of Turkey (CBT) has opted to hold its key interest rate at 37% amid escalating geopolitical risks and rising inflation driven by surging oil…
The European Central Bank's (ECB) recent decision to maintain interest rates is a calculated move to avoid market volatility amid rising energy costs. Per the…
The recent military escalations in the Middle East are reshaping market dynamics, particularly in oil pricing and risk sentiment. As reported by Paul Donovan…
The ECB is poised to maintain its policy rate at 2.25% today, aligning with market expectations, but a September rate hike appears increasingly likely as…
The desk anticipates that the European Central Bank (ECB) will maintain its interest rates during today's meeting, focusing on supporting a hawkish sentiment…
The desk interprets the recent rally in sterling as unsustainable, driven more by positioning and speculative flows than by substantial improvements in UK…
Lead — In a recent analysis, ING indicates that Dutch households are managing the pressures from elevated energy prices primarily due to strong income growth…
The overarching narrative posits that the oil market is showing signs of rebalancing following recent disturbances. Key factors contributing to this shift…
The desk is optimistic about the municipal bond market for the second half of 2026, building on the strong performance observed in the first half amidst…
Per the full note from J.P. Morgan's podcast, the recent focus on Federal Reserve policy emphasizes a new structure with task forces, signaling a shift towards…
Lead — The narrative surrounding U.S. trade policy has intensified with the announcement of new tariffs on Canadian goods, but markets remain unfazed,…
The rising influence of open-source AI is a pivotal theme shaping technological advancements and financial markets, as highlighted in Deutsche Bank's…
The Polish economy shows resilience with a surprising boost in Q2 GDP growth driven by strong investment despite a slowdown in consumer spending. Per the full…
Bank Indonesia's surprise rate hold at 5.75% signals a pivot toward growth support, prioritizing rupiah stability via SRBI yields and FX intervention rather…
The desk posits that the second half of 2026 will be critically shaped by inflation trends, U.S. dollar dynamics, and evolving geopolitical contexts, as…
In light of the latest UK inflation data, the desk argues that the case for Bank of England rate hikes has been weakened significantly. Per the full note from…
The desk observes ongoing weakness in defensive currencies, specifically the Japanese yen and Swiss franc, as higher energy prices and maintained interest…
Per the full note [source], UBS Chief Economist Paul Donovan downplays the near-term market impact of Trump's proposed pharma tariffs, arguing that the delayed…
Our desk interprets the escalation of geopolitical tensions in the Middle East as a significant driver for rising oil prices, as highlighted in the latest…
The Deutsche Bank QIS Research Team has launched a new podcast series titled 'Stochastic Conversations', designed to provide greater insight into the…
The desk interprets recent equity performance discussions from UBS Asset Management as indicative of a volatile yet fundamentally robust market, with key…