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 301–330+ results
Load more →ING’s commodities desk warns that oil’s current dip below $90/bbl is fragile, as Trump’s signal of an imminent Iran deal may prove premature. The desk frames…
Lead — The US small and mid-cap equity markets are showing exceptional strength in 2026, diverging notably from larger cap segments. Per the full note from…
The desk views the UK economic and political landscape as pivotal for GBP, suggesting that market participants should brace for fluctuations in response to…
The desk underscores the multifaceted nature of housing affordability issues in Belgium, emphasizing that while short-term rental platforms like Airbnb do…
The desk interprets today’s press conference as a strategic signaling maneuver by the ECB, indicating a readiness to consider additional rate hikes in response…
The Czech National Bank (CNB) is anticipated to implement a rate hike next Thursday, fueled by persistent core inflation despite emerging economic headwinds.…
The desk interprets the Central Bank of Turkey's recent decision to maintain its policy rate at 37% as a balancing act between moderating inflation and…
The ECB's recent interest rate hike of 25 basis points reflects a proactive approach to managing inflationary pressures exacerbated by geopolitical events,…
The current consumer spending dynamics suggest a buoyant economic atmosphere, supporting a potentially bullish outlook for the dollar. Per the full note from…
The current discourse suggests heightened macroeconomic uncertainty continues to overshadow concerns typically alleviated by sporting events like the World…
The desk expects energy prices to respond dramatically to geopolitical developments, particularly in the Middle East, which will have cascading effects across…
Lead — The current energy market is underestimating the implications of a supply shock resulting from ongoing tensions in the Strait of Hormuz, according to…
The desk's interpretation suggests cautious optimism for the European Central Bank (ECB) with anticipated rate hikes in the summer, juxtaposed against a…
Lead — The recent commentary highlights how Ireland's peculiar GDP accounting has significantly impacted eurozone growth figures, reflecting a contraction of…
The Federal Reserve's current decision-making leans towards maintaining interest rates, despite rising inflation and economic momentum, as highlighted in…
The desk views China's ongoing economic slowdown, particularly in domestic consumption and investment, as a pivotal shift signaling broader economic…
The desk anticipates that surging energy prices will compel the Bank of England (BoE) to raise rates in July, particularly in light of projections pointing to…
The desk anticipates significant policy adjustments across Asia, with central banks likely to raise interest rates in response to mounting FX and inflation…
Per the full note by ING strategists, CEE economies are diverging in policy paths but share a broadly benign outlook. Poland holds rates steady amid easing…
The desk interprets the outlook for the CIS-4, particularly Armenia and Azerbaijan, as increasingly favorable due to domestic resilience amidst a backdrop of…
The desk is adopting a bullish stance on the US dollar, aligned with emerging cyclical factors suggesting a rally. Per the full note from ing-think, investor…
The desk posits that while the market may be pricing in aggressive rate hikes, a more moderate approach is warranted based on the current rate hike narrative.…
The desk believes that the euro is pricing in a hawkish European Central Bank (ECB), with today's anticipated 25 basis point rate hike fully reflected in…
The ECB is poised to make a significant policy mistake by raising interest rates, a move that Paul Donovan from UBS argues will not address the underlying…
The European Central Bank (ECB) is poised for a 25 basis point rate hike today, supported by a hawkish narrative that suggests limited potential for additional…
Current geopolitical tensions between the U.S. and Iran have led to a bullish outlook on oil prices, as noted in the latest commentary from ing-think.…
The momentum trade, which has been a pivotal driver of equity markets, appears to be losing steam as we head into Q4 2023. Per the full note from J.P. Morgan,…
The desk posits that the advancement of technology in mental health solutions is crucial as society grapples with increasing demand expressed through mental…
The current commentary indicates a lessening of inflation concerns in the U.S. as core inflation showed unexpected resilience despite a spike in gasoline…
The latest data on Italian industrial production indicates a surprising resilience, with April marking the third consecutive month of growth. Per the full note…