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.
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Load more →The decision by the National Bank of Kazakhstan (NBK) to cut the base rate by 50 basis points to 16.25% marks a notable shift but reflects cautious optimism…
The desk interprets the recent commentary from UBS as signaling a cautious stance on US monetary policy, reflecting Fed Governor Waller's preference for…
The desk views increasing pressure on major central banks as likely to spark a series of interest rate hikes, particularly reflecting on the upcoming Federal…
Current dynamics in the FX market indicate a resilient demand for risk assets, spurred by dovish comments from Fed's Christopher Waller, which have led to…
The desk anticipates significant volatility in the FX markets as the focus shifts to key economic data releases from Asia, particularly from China and India.…
The desk assesses Philippine inflation dynamics, noting that while headline consumer price index (CPI) has softened slightly, core inflation remains elevated,…
Per the full note [source], ING argues that oil's rally above $95/bbl is fragile despite Persian Gulf escalation, as Strait of Hormuz flows remain…
The desk is gauging a potential upward shift in USD/JPY driven by substantial yen short positions. Per the full note from JPMorgan, a significant bearish…
The desk interprets recent dovish comments from Fed official Waller as a temporary reprieve in the bearish trend for U.S. rates, which remains highly sensitive…
The desk contends that while summer may be ending, the pressures on emerging market (EM) fixed income securities will persist, driven by ongoing geopolitical…
The desk identifies a growing investment theme centered on the 'electrification of everything', positing that increasing demand for electricity—driven by a…
The desk summarizes the strategic choice of Exsitec to partner with Nordea as they expanded operations across the Nordic region, highlighting an evolving need…
The desk interprets the August 2026 Institute Employment Report from Bank of America as signaling a cooling labor market that remains resilient. Job growth has…
The Dutch economy maintains a solid growth trajectory, driven primarily by export demand and rising investment, although inflationary pressures are dampening…
Lead — The desk views the recent adjustments made by ING as indicative of a stronger dollar outlook, extending the bullish sentiment for USD/JPY and a shift in…
The desk posits that despite significant geopolitical and economic shocks this summer, the global economy appears resilient, albeit possibly mispriced. Per the…
The desk interprets rising concerns over sovereign debt sustainability as potentially destabilizing for FX markets, particularly given that higher yields…
The desk contends that the long-end of global bond markets is at a critical juncture, characterized by a worrying upward trend in yields that could destabilize…
The desk asserts that the recent upward revision in energy price forecasts, as outlined in the ING report, reflects persistent geopolitical tensions and their…
The desk acknowledges the potential shift in monetary policy landscapes shaped by central bank communications, particularly from the Federal Reserve and the…
Recent commentary from Kevin Warsh at the Jackson Hole Symposium indicates a significant shift in the Federal Reserve's policy posture, moving from a patient…
The Eurozone economy showcases resilience, bolstered by unexpected growth despite geopolitical and energy pressures, positioning the European Central Bank…
The upcoming German state elections this September are poised to significantly shape the political and economic landscape, potentially delivering both risks…
The desk believes that China's economic challenges are intensifying, particularly as evidenced by the widening K-shaped recovery divergence noted in recent…
The core argument from the desk positions the Bank of England (BoE) to potentially cut interest rates by 2027, contrary to market expectations for rate hikes,…
Emerging Asia's economic growth trajectory is being significantly bolstered by investments in artificial intelligence (AI), intra-regional trade, and supply…
Lead — The desk continues to support a cautious outlook on the CEE currencies amid resilient growth juxtaposed with persistent fiscal and geopolitical…
The desk observes a sustained bullish outlook for currencies in commodity-exporting CIS markets, driven by higher fuel prices and increased carry trade…
The dollar is underpinned by a flatter US yield curve, signaling a stronger outlook as Fed hawkishness persists, per the full note from ING. The projected…
The desk interprets the recent announcement of nine additional most-favored nation (MFN) deals as a strategic maneuver by the Trump Administration, which aims…