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 31–60+ results
Load more →The desk interprets the latest employment dynamics as indicative of a cooling labor market, which is expected to affect currency valuations. Per the full note…
Per the full note from ING (edse dantuma), the Iran war delivered European chemical producers only a brief reprieve, not a recovery — production, capacity…
The recent policy shift from the Reserve Bank of India (RBI) reflects a modest yet definitive stance on tightening, as the first rate hike in four years…
The desk maintains that the overarching stability exhibited in FX markets, as highlighted in the recent FXJSC Operations Sub-Committee Meeting, is poised to…
The Hungarian inflation data released for September indicates a continuing lack of inflationary pressures, contrary to market expectations, which may set the…
Lead — The London FXJSC meeting highlights pivotal discussions about evolving dynamics in the wholesale FX market, emphasizing the importance of cross-asset…
Lead — As crude tanker rates reach unprecedented levels due to geopolitical strife in the Middle East, particularly the ongoing Iran conflict, fuel prices face…
In August, the Czech industrial sector displayed stronger resilience with a 2.6% increase in real output year-on-year, while construction output struggled with…
Per the full note from ING, the desk argues that today's September FOMC minutes should not surprise on the dovish side given the hawkish dot plot, yet softish…
The desk interprets the latest commentary concerning U.S. gasoline tax implications amid ongoing geopolitical tensions, framing it as a reflection of the…
The current narrative reflects a bifurcated risk sentiment as equities surge while commodity prices, particularly oil, ease. Per the full note, the improvement…
The desk is cautious about France’s National Rally fiscal plan under Marine Le Pen, outlining significant delivery risks that could undermine proposed savings…
The German industrial sector showed unexpected resilience in August, with a reported 2% month-on-month increase in production, rebounding from a decline of…
The Reserve Bank of India (RBI) is highly anticipated to raise its key repo rate by 25 basis points to 5.50% today, marking the first increase in over three…
The Reserve Bank of India (RBI) is widely expected to maintain its repo rate at 5.25% during today's policy meeting, reflecting a cautious approach amid rising…
Lead — The oil market is experiencing tension between improved supply dynamics and persistent geopolitical risks from the Persian Gulf. As outlined in the…
The desk is positioning for an increase in allocations to fixed income as yields reach attractive levels, noting the implications for portfolio construction…
Lead — Europe's trade challenges present a dual narrative of risk and opportunity, as flagged in the recent research from ing-think. The pressures from U.S.…
The recent surge in euro credit supply, particularly from the technology, media, and telecom (TMT) sectors, is a significant indicator of underlying market…
The desk posits that a significant increase in USD credit supply in 2026 could materially impact USD liquidity and positioning. Per the full note from…
The desk views rising Czech inflation, now at 2.5% year-over-year as of September, as a significant trigger for interest rate adjustments by the Czech National…
In the face of extreme weather disruptions, Hungary's economy remains surprisingly resilient, with a noteworthy rebound in industrial production supporting…
The Polish Monetary Policy Council (MPC) is expected to maintain the policy rate at 3.75% during its meeting on October 7, despite inflation rising to 4.0%…
The Philippines faces persistent inflationary pressures, with September's year-on-year inflation rate unexpectedly rising to 7.2%, largely due to non-rice food…
The desk interprets the recent uptick in French manufacturing output as insufficient to counter the looming risk of stagnation in the economy. Per the full…
The desk interprets current euro weakness as a reflection of ongoing French fiscal uncertainties, which are undermining ECB hawkish expectations. Per the full…
The desk is focusing on how geopolitical tensions are sustaining oil prices despite recent supply improvements in the Persian Gulf. As noted in the research…
Morgan Stanley's recent shift to a neutral view on the US dollar with a bullish skew indicates a preference for buy-the-dips strategies, especially in light of…
Following the September employment report, the desk interprets potential headwinds for the USD, driven by mixed signals in labor market data alongside ongoing…
The current turmoil in European government bond markets signals a potential dovish repricing by the European Central Bank (ECB), as highlighted by recent…