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 301–330+ results
Load more →Today's ECB meeting carries significant weight, primarily due to the anticipated tone and guidance rather than the decision itself, which ING expects to result…
The desk highlights the ongoing demand for artificial intelligence (AI) and its related infrastructure as a significant theme emerging from Deutsche Bank’s…
Per the full note [source], the National Bank of Poland held its main rate at 3.75% in September, matching market consensus, with a press release broadly…
The rise in job switching, particularly among Gen Z and hourly workers, indicates a dynamic labor market that may impact inflationary pressures and overall…
The current disconnect between rising corporate earnings and stagnant stock prices points to underlying market tensions, as detailed in the recent commentary…
The desk views Canada's evolving capital landscape as a pivotal opportunity for investment, particularly in sectors highlighted by the RBC and McKinsey report.…
The desk posits that we are in a pivotal moment for global markets as 2026 draws to a close and pressures mount from multiple geopolitical and economic fronts.…
Lead — The desk sees the Central Bank of Turkey (CBT) likely continuing its easing cycle into Q4, following a reduction of the effective funding rate from 40%…
Lead — Taiwan's record trade surplus of US$22.3 billion in August underscores its pivotal role in the global tech landscape, driven primarily by robust export…
The desk believes recent inflation data from China points to a shift in how global price pressures are influencing the domestic economy, rather than a surge in…
The desk argues that the ongoing shift in European savings behavior presents an opportunity for increased investment and economic growth. This potential stems…
Lead — The commentary highlights a distinct shift in the inflation landscape in Germany, with companies absorbing cost pressures rather than passing them onto…
The desk interprets the recent analysis regarding European household savings as a nuanced revelation that challenges the prevailing narrative of Europe's…
The increasing shift of European households from traditional deposit accounts to investment vehicles signals a potential change in market dynamics, impacting…
The desk interprets that Europe's investment gap presents a significant opportunity for growth, as rising household savings could shift towards market-driven…
The desk interprets the commentary on Europe's investment gap as a reflection of underlying sentiment impacting the eurozone economy. Per the full note,…
The desk highlights a period of notable weakness in the US dollar despite supportive fundamentals such as elevated energy prices and firm short-dated US…
The desk believes that the current market pricing for UK interest rates is overly hawkish compared to the guidance from the Bank of England (BoE) and the…
Lead — As China's August inflation shows a modest increase to 0.8% YoY, the data highlights a recovery driven by higher technology and energy prices,…
The desk views the ongoing escalation in the Persian Gulf as a critical driver pushing oil prices closer to the $100/bbl threshold. This outlook is reinforced…
The desk interprets the discussion by UBS on key electoral issues as a significant signal for fiscal and regulatory policy trajectories that could impact FX…
The National Bank of Poland (NBP) is expected to maintain its interest rate policy unchanged in September, a stance that reflects concerns about inflation…
The desk assesses that the low inflation levels in Hungary, recently at 1.3% year-on-year, are insufficient to prompt an immediate interest rate cut by the…
The desk views the surge in US corporate credit issuance as a sign of resilient financial health and potential dollar strength moving forward. Per the full…
The desk believes the ECB will opt for a cautious approach in its upcoming meeting, weighing the risks of overtightening against inflation underestimation.…
Lead — With an increase in euro corporate issuance in August signaling a robust liquidity environment, the primary markets are exhibiting resilience as they…
Lead — Taiwan's inflation print in August came in below market expectations at 2.04% year-on-year, prompting uncertainty ahead of the Central Bank of China’s…
The desk expresses caution regarding the recent strength of the Japanese yen, suggesting that the ongoing rally is heavily reliant on optimistic expectations…
The desk notes that despite prevalent pessimism about Europe's economic outlook, Europeans continue to show a strong preference for domestic investments. Per…
The desk interprets the current dynamics of China's export performance, particularly its notable contradiction with US import data, as a potential signal for…