BIS SPEECHES
Phil Mnisi: Speech - meeting with Eswatini ambassadors
The desk believes that the Central Bank of Eswatini's recent communication signals a commitment to maintaining a stable monetary policy amidst global economic…
Commentary
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 331–360+ results
Load more →- BIS SPEECHESMS
Michelle W Bowman: When regulation reshapes markets - the migration of corporate lending
The desk believes that regulatory shifts in corporate lending, as articulated by Michelle W Bowman, will significantly influence FX markets, particularly in…
- BIS SPEECHES
Christopher J Waller: Update on Federal Reserve Bank operations
The desk maintains a bullish outlook on the USD, driven by the Federal Reserve's recent operational updates and a tightening monetary policy stance. Per the…
- BIS SPEECHESMS
Lisa D Cook: Perspectives on tokenization and implications for the financial system
The desk posits that the ongoing discourse on tokenization, as highlighted by Lisa D Cook at the BCEAO Conference, signals a pivotal shift in the financial…
- BIS SPEECHESMS
Ida Wolden Bache: The conduct of monetary policy
The desk interprets Governor Ida Wolden Bache's recent remarks on monetary policy as a signal of Norges Bank's commitment to maintaining a cautious yet…
- INVESTINGLIVE
ECB policymaker Nagel says data will decide ECB's decision in June
The desk believes that the European Central Bank (ECB) is poised to implement a rate hike in June, driven by the necessity to manage inflation expectations.…
- INVESTINGLIVE
US, Japan both believe forex volatility is undesirable - Bessent
The desk interprets the recent commentary from Justin Low regarding US-Japan relations and forex volatility as a signal of potential stabilization in the…
- GOOGLE NEWS · USD/JPYGS
USD/CNY To Fall To 6.50 In 12 Months: Goldman Sachs - Exchange Rates Org UK
Lead — Goldman Sachs has projected that the USD/CNY exchange rate will decline to 6.50 over the next 12 months, indicating a bearish outlook on the yuan. Per…
- ING ECONOMICSING
FX Daily: Impact of US CPI mostly depends on equities
The current analysis from the desk emphasizes the interplay between US CPI figures and equity market performance, asserting that the strength of the impact…
- ING THINK
FX Daily: Impact of US CPI mostly depends on equities
The desk anticipates a stronger-than-expected US CPI reading, forecasting a 0.9% month-on-month increase in the headline figure, which could reinforce the…
- INVESTINGLIVE
A quick drop in USD/JPY before bouncing back up
The desk interprets recent price action in USD/JPY as indicative of diminishing effectiveness of intervention measures by Japanese authorities. Per the full…
- INVESTINGLIVE
US, Japan maintains robust coordination in dealing with FX market volatility - Bessent
The desk interprets the recent commentary from Bessent regarding US-Japan coordination on FX volatility as a signal of ongoing diplomatic engagement without…
- BOJ
Consumption Activity Index
Lead — The desk sees a potential uptick in the Japanese Consumption Activity Index (CAI) as a key indicator of private consumption trends, which are crucial…
- BOJ
Consumption Activity Index
The desk believes that the Consumption Activity Index (CAI) from the Bank of Japan (BoJ) will provide critical insights into Japan's economic landscape,…
- INVESTINGLIVE
Japanese yen starting to slip away again, will Tokyo officials step in?
The desk views the recent depreciation of the Japanese yen as a significant concern, particularly given the Bank of Japan's (BOJ) limited success in its…
- INVESTINGLIVE
What are investment banks expecting in US April inflation data? (It ain't pretty)
The desk anticipates that incoming Fed Chair Warsh will confront inflation levels significantly above the Federal Reserve's target, which could lead to a more…
- INVESTINGLIVE
Recap - Japan and US reaffirm currency cooperation after Bessent's Tokyo talks
The desk interprets the recent reaffirmation of currency cooperation between Japan and the US as a strategic move to bolster the yen amid significant…
- INVESTINGLIVE
PBOC sets USD/ CNY central rate at 6.8426 (vs. estimate at 6.7945)
The PBOC's recent setting of the USD/CNY central rate at 6.8426, significantly above market expectations of 6.7945, suggests a deliberate strategy to manage…
- BOJ
Bank of Japan Accounts (May 10)
The desk anticipates a cautious approach from the Bank of Japan (BoJ) as reflected in their latest asset report, which shows a significant reliance on Japanese…
- BOJ
Bank of Japan Accounts (May 10)
Lead — The desk views the latest Bank of Japan (BoJ) accounts as indicative of a continued commitment to monetary easing, which could weigh on the yen. Per the…
- INVESTINGLIVE
PBOC is expected to set the USD/CNY reference rate at 6.7945 – Reuters estimate
The desk anticipates a USD/CNY reference rate set by the PBOC at approximately 6.7945, reflecting the central bank's nuanced approach to managing the yuan amid…
- INVESTINGLIVE
Bessent heads to Tokyo pressing Japan on yen weakness and intervention
Lead — The desk interprets US Treasury Secretary Bessent's recent visit to Tokyo as a pivotal moment in the ongoing debate over Japan's monetary policy and…
- INVESTINGLIVE
BOJ 'Summary" - Japan rate hike back on table as BOJ signals next move still likely upward
Lead — The Bank of Japan's recent meeting signals a potential shift in monetary policy, with members indicating that rate hikes could be on the table as soon…
- INVESTINGLIVE
New Fed Chair Warsh could be locked in as soon as Tuesday
The desk views the imminent confirmation of Kevin Warsh as the new Federal Reserve Chair as a pivotal moment for U.S. monetary policy, potentially leading to a…
- INVESTINGLIVEGS
Goldman Sachs pushes Fed rate cut forecast to December 2026
The desk interprets Goldman Sachs' revised forecast for the Federal Reserve's rate cuts, now projected for December 2026, as a significant indicator of…
- ING ECONOMICSING
Rates Spark: A lot not to like for bonds
The desk interprets the recent commentary from ING Economics suggesting significant headwinds for bond markets, particularly related to inflationary pressures…
- BOFA GLOBAL RESEARCHBofA
Must Read Research: World Cup, Higher Oil Prices, and Mega IPOs
The desk interprets the recent BofA Global Research commentary as highlighting significant macroeconomic themes driven by the upcoming World Cup, rising oil…
- ING THINK
Rates Spark: A lot not to like for bonds
The desk sees a challenging environment for bonds, particularly U.S. Treasuries, as geopolitical tensions and fiscal concerns weigh heavily on the market. Per…
- ING ECONOMICSING
Why gold isn't acting like a safe haven right now
The desk posits that the underperformance of gold as a traditional safe haven reflects broader market dynamics rather than a rejection of gold's historical…
- BIS SPEECHESMS
Christine Lagarde: Stablecoins and the future of money - separating functions from instruments
The desk believes that Christine Lagarde's recent remarks on stablecoins signal a pivotal shift in the European Central Bank's (ECB) approach to digital…
FX BANK FORECAST · COVERAGE
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