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 31–60+ results
Load more →The desk interprets recent comments from US Treasury Secretary Bessent regarding proposed Treasury buybacks as a sign that the bond market has caught the…
The recent US Treasury intervention in the bond market has sparked a discussion regarding its implications for the dollar, with many strategists anticipating a…
As artificial intelligence (AI) begins to permeate various industries, its long-term potential to serve as a 'Great Equaliser' of opportunity and productivity…
Lead — Current expectations for the Bangko Sentral ng Pilipinas (BSP) indicate a 25 basis point rate hike amidst elevated inflationary pressures. Per the full…
The recent dialogue between Matt McLennan and Jason Draho highlights a cautious outlook on the US economy, influenced by evolving monetary policy and the…
The desk believes the current Emerging Market (EM) fixed income landscape is characterized by a carry trade opportunity, though caution is warranted due to…
The Desk sees room for EUR belly curve recovery pending upcoming data, particularly the flash PMIs and ECB’s consumer inflation expectations survey slated for…
The desk interprets recent bank commentary suggesting that Poland's economy shows signs of uneven growth entering Q3, despite a strong end to Q2. While…
Per the full note [source], the resilience of auto sales, driven predominantly by higher-income households, remains a critical theme amidst rising fuel costs.…
The Polish government's proposal for fiscally neutral changes in income taxation aims to increase the fairness of the tax system while addressing a significant…
The desk interprets the recent announcement by U.S. Treasury Secretary Besant about significantly increasing long-term government bond purchases as a critical…
The desk interprets Deutsche Bank's analysis as a warning sign for the dollar, emphasizing that the recent Treasury buyback announcement may signal a shift…
The Fed's July FOMC minutes, while appearing somewhat hawkish with three members calling for an immediate hike, ultimately support a more dovish trajectory…
The US Treasury's recent move to double buybacks of longer-dated bonds signals a clear attempt to control the upward pressure on long-term yields. Per the full…
The desk argues that Brazil and Colombia are in fundamentally different positions regarding interest rate policy, with Brazil maintaining substantial rate…
The US Treasury's recent increase in buybacks of long-dated Treasury bonds, expanding from $2 billion to $4 billion, reflects a strategic response to maintain…
Lead — 4-6 sentences. In the face of mixed international stock market performances in 2026, the desk asserts that regional divergences are pivotal for FX…
Lead — The emergence of AI technologies is poised to be a major driver of US economic growth, with projections suggesting that it could account for a third of…
The desk detects a resurgence in inflation concerns driven by persistently high crude oil prices, which remain above USD 90 per barrel amid escalating…
Lead — Oil prices have risen for the fourth consecutive session, primarily fueled by increasing tensions surrounding the US-Iran conflict and the specter of…
The UK inflation narrative is currently shaped by unexpectedly stable food prices, which are counteracting increases in energy and rent costs. Per the full…
Lead — The commentary indicates a steady recovery in the Korean won, buoyed by domestic growth factors and structural improvements. Per the full note [source],…
The desk posits that the recent rise in long-end yields, particularly US real yields, reflects a move toward normalization rather than systemic instability,…
The desk interprets a growing trend toward socially responsible investing, emphasizing the increasing attention institutions are paying to investments that…
The desk views the small business sector's revival as a crucial indicator of overall economic health, with rising hiring and profitability enhancing the…
The desk interprets the recent spike in Brent crude oil prices, now above USD 90 per barrel, as a reflection of heightened geopolitical tensions following the…
Lead — The desk believes that rising geopolitical tensions, particularly around US-Iran relations and security concerns in the Strait of Hormuz, will continue…
The UK's job market continues to show signs of weakness, raising questions about the necessity for interest rate hikes from the Bank of England (BoE) in the…
The desk sees Europe's recent challenges as a narrative fueled by pessimism rather than factual decline, aligning with [source]'s notion that excessive…
The desk posits that the recent uptick in energy prices and long-dated bond yields may provide temporary support for the US dollar, making a significant…