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 331–360+ results
Load more →The desk suggests that Turkey's economic landscape is deteriorating, with domestic demand faltering significantly and negative net exports further constraining…
The desk views the dollar as maintaining its support ahead of a critical US May CPI release, as detailed in the latest research from ING. With real rates…
The desk posits that the recent inability of USD and EUR rates to track the decline in oil prices indicates a persistent upward pressure on global rates,…
Per the full note [UBS On-Air], Paul Donovan argues that May US headline CPI will rise sharply as Iran war-related energy costs pass through rapidly due to…
The current landscape suggests persistent inflationary pressures in China are leading to a more stable reflation environment. As reported, China's consumer…
The re-escalation of tensions in the Middle East, specifically between the US and Iran, has led to a modest recovery in oil prices after a significant…
The desk interprets the rising U.S. equities backdrop as a bullish driver for the dollar, especially given the S&P 500's recent surges despite geopolitical…
The desk believes the current market is structurally positioned to favor AI infrastructure winners amidst a backdrop of ongoing affordability challenges in the…
Currently, the desk emphasizes that geopolitical tensions and advances in artificial intelligence (AI) are poised to reshape market dynamics, particularly in…
The unexpectedly low inflation rate in Hungary, falling to 1.8% in May from 2.1% in the previous month, has reshaped the outlook for monetary policy by the…
Taiwan's May trade data smashed expectations with exports surging 51.7% YoY, driven by AI-related semiconductor demand and a record year for trade in 2025. The…
Lead — Goldman Sachs has shifted its expectation, now foreseeing no interest rate cuts by the Federal Reserve this year, pushing the first anticipated cut to…
The desk interprets recent stronger-than-expected trade figures from China, particularly in technology sectors, as a key bullish signal for emerging markets…
The desk maintains a cautiously optimistic view on the dollar, anticipating that it will continue to find support on dips amid a backdrop of improved risk…
Following the recent report on German industrial production, the desk interprets this as an indication of continued stagnation despite a modest uptick in…
The desk interprets recently outperforming trade data from China as a potential tailwind for the CNY, as the nation sees a significant rebound in exports,…
The desk believes that purchasing USD/JPY on dips, particularly around 160 as intervention unfolds, presents a key tactical opportunity for traders. Per the…
The desk interprets the recent downturn in the S&P 500, which saw nine weeks of consecutive gains end abruptly following the May jobs report, as a signal of…
The desk posits that the upcoming US payroll report from BofA Global Research will significantly influence the trajectory of US monetary policy and thus shape…
The desk sees recent data on Czech industrial output—showing 1.5% growth year-on-year in April—as indicative of a stabilizing but cautious economic…
The recent political transition in Hungary, marked by Péter Magyar's assumption of leadership after Viktor Orbán's long tenure, suggests a potentially…
The desk interprets the recent weakness in Asian bond and equity markets as a reflection of a rising risk sentiment rather than acute economic concerns. Per…
The dollar is gaining momentum, primarily driven by bullish Fed pricing and a backdrop of risk aversion triggered by a tech sector sell-off. Per the full note…
Goldman Sachs has revised its projections for Federal Reserve rate cuts, now anticipating no cuts until June 2027, as indicated in their recent analysis…
Lead — J.P. Morgan analysts Jay Barry and Ipek Ozil highlight a tumultuous environment for rates markets, suggesting further volatility as the year progresses.…
Per the full note [source], RBC Economics expects the Bank of Canada to hold rates steady on June 4, 2025, following a close call after April's pause. The…
J.P. Morgan Global Commodities Research warns that calm energy markets mask a supply shock, with the risk that the sanguine 'Is that it?' narrative could flip…
The desk interprets recent U.S. payroll data as a testament to American economic resilience amid global uncertainties. The latest report reflects a solid…
The desk anticipates that the upcoming inflation data will reinforce concerns about persistent price pressures in the U.S., as RBC forecasts a headline…
Per the full note [source], J.P. Morgan analysts are closely monitoring the upcoming ECB meeting, which could influence Euro area rate markets amidst ongoing…