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 31–60+ results
Load more →Per the full note [source], oil prices below recent highs have somewhat alleviated inflationary and external pressures in Asia, yet central banks are unlikely…
The desk interprets the recent shift in Central and Eastern European monetary policy, highlighted by softening inflation, as a potential catalyst for easing…
The desk views the resilience of the CIS-4 economies as a key factor in their financial outlook for the second half of 2026, despite persisting inflation risks…
The desk interprets Taiwan's trading position as weaker than anticipated, indicating potential moderation in growth momentum. The June trade surplus reached…
Per the full note [source], the Czech economy is demonstrating strong growth dynamics fueled by robust industrial output and rising new orders, projecting a…
The FX market has shown a muted response to recent geopolitical tensions in the Gulf and subsequent oil price hikes, even as shifts in interest rates suggest a…
Lead — The desk contemplates a firm repricing of FX currencies as tighter monetary policies come into sharper focus, with rising oil prices acting as a…
The desk's core thesis is that the CNY's recent performance in 2026 is noteworthy, prompting a forecast band adjustment to 6.67–6.92 for the year. Per the full…
The desk anticipates that the moderate inflation trajectory in China will not impede a potential rate cut by the PBoC, as supported by June's CPI easing to…
The breakdown of the US-Iran ceasefire has reignited tensions in the Middle East, driving oil prices higher as geopolitical risks resurface. Per the full note…
The desk posits that the National Bank of Poland's (NBP) decision to maintain interest rates at 3.75% reflects a cautious approach to current economic…
The desk posits that current legislative developments in Washington, coupled with impending midterm elections, will shape market sentiment ahead of summer. Per…
The desk emphasizes that with market volatility persisting and traditional investment strategies under pressure, there is a heightened need for portfolio…
The desk highlights Belgium's declining productivity as a critical risk for economic stability and growth, posing potential implications for the Eurozone and…
The recent military actions by the U.S. against Iran, coupled with further restrictions on Iranian oil sales, have raised uncertainties regarding the stability…
Lead — The desk frames this as a critical moment where real rates, rather than geopolitical tensions, are shaping market dynamics. Per the full note [source],…
The desk views the upcoming release of the FOMC minutes as a significant catalyst for reinforcing the dollar's bullish momentum, particularly in a context…
The recent escalation in tensions in the Persian Gulf, particularly Iranian military actions against commercial shipping, has caused oil prices to bounce…
The desk observes that the US Treasury's upcoming FX report is unlikely to label any country as a currency manipulator despite the recent depreciation of the…
The employment landscape in June presents a stronger payroll growth narrative, which could bolster economic sentiment and the currency outlook going forward.…
The desk's analysis suggests that the recent stress test results conducted by the Federal Reserve indicate a robust health of US financial institutions,…
Lead — The Dutch manufacturing sector is poised for a quicker rebound than its eurozone counterparts, particularly driven by rising demands for chipmaking…
The sentiment from Deutsche Bank's latest report underscores a fundamental shift driven by technological advancements and geopolitical tensions, particularly…
The return of Marine Le Pen to the presidential race ahead of the 2027 election has injected significant uncertainty into France's political landscape, which…
The desk maintains that the outlook for Czech inflation suggests a period of rate stability, outlining a careful balance in the economy. Per the full note from…
The recent stability of Hungarian inflation, which dipped to 1.7% in June from 1.8% in May, underlines the effectiveness of the forint in maintaining price…
The National Bank of Poland (NBP) is expected to maintain its current interest rate at 3.75% during the upcoming July meeting, as inflation has recently…
The desk maintains that Taiwan's recent CPI print, showing a surprising rise to 2.6% YoY, is a pivotal indicator for a potential September rate hike from the…
The desk anticipates continued intervention risks from Tokyo officials will likely limit the upside potential for USD/JPY around the 162 level. Per the full…
The desk articulates that while today’s US trade data lacks economic significance, its political implications anchor market attention—per the full note…