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 391–420+ results
Load more →The Turkish inflation data for August reveals a mixed picture, with the annual rate declining to 31.5%, slightly better than expectations but still…
The desk perceives heightened volatility in the Japanese Yen (JPY) as a direct result of speculation around potential Bank of Japan (BoJ) intervention and…
The eurozone is facing a fundamental shift in its growth model as external factors that previously bolstered its export-led economy have diminished, leading to…
The desk maintains a bullish stance on the USD, driven in part by recent volatility in the USD/JPY pair that has raised intervention concerns, as detailed by…
Lead — The desk highlights increasing concerns surrounding US long-term bond yields, emphasizing the potential for the US 10-year yield to reach or exceed 5%.…
In light of historical trends, September has consistently shown a tendency for stocks to underperform, posing potential implications for currency markets as…
The desk perceives an opportunity arising from the ongoing shift toward subscription spending, as reported by Bank of America. With subscriptions experiencing…
The Czech Republic's draft budget for 2027 proposes a deficit of 3.5% of GDP, significantly widening from this year's 2.6% and raising borrowing requirements…
The desk interprets the ongoing evolution of artificial intelligence as a pivotal influence shaping market dynamics and investor behavior in the coming months.…
The European Central Bank (ECB) is poised to raise interest rates by 25 basis points next week amidst persistent energy-driven inflation, reflecting a robust…
The desk argues that rising crude oil prices, driven by geopolitical tensions, are causing fluctuations in US gasoline prices and may influence Treasury…
The desk believes the risks are increasingly skewed towards a stronger dollar, especially in light of Kevin Warsh's recent hawkish comments. His emphasis on…
The escalating tensions in the Middle East are driving energy prices higher, with crude oil prices recently surpassing $95 per barrel and diesel cracks…
The desk is increasingly skeptical of UBS's rate cut thesis as recent market movements suggest a renewed upward pressure on yields, contradicting the bank's…
The desk interprets the recent dynamics in the eurozone and U.S. long-end rates as driven by a mix of geopolitical factors and inflation expectations that has…
The desk views Poland's 2027 budget as a mixed signal for market participants, primarily highlighting an ongoing structural deficit slated to persist for a…
The desk's report, 'A Smarter Immigration Strategy,' argues that Canada's immigration system is broken and requires a strategic reset, based on consultations…
The US manufacturing sector remains strong despite ongoing challenges in the jobs market, as demonstrated by the latest ISM manufacturing index reading of…
The recent announcement of a historic oil agreement between the United States and Venezuela presents significant implications for global energy markets and…
The desk interprets Hungary's steady GDP growth as a result of increased domestic consumption, though investment stagnation and demographic challenges cloud…
Lead — The recent increase in the Czech PMI to 54.1 in August, driven by improvements in output, new orders, and renewed employment, signals robust economic…
The revision of Italy's second-quarter GDP data illustrates the economy's unexpected resilience, with a growth rate of 0.2%. Domestic demand was pivotal in…
The latest Eurozone inflation data highlights a complex narrative: headline inflation surged to 3.3% in August, its highest level amidst the ongoing Middle…
The desk assesses that while Netherlands' inflation has eased to 2.8% year-on-year in August, underlying inflation trends suggest this may be temporary.…
The desk posits that the ongoing geopolitical tensions in the Gulf, particularly due to drone attacks attributed to Iran against the UAE, will have lasting…
The desk contends that despite the dollar's rally at Jackson Hole, it has struggled to maintain momentum, succumbing to broader market sentiments reflecting…
The European productivity gap relative to the US poses significant implications for growth trajectories across the region's economies. Per the full note by…
The desk interprets the recent insights from the Jackson Hole Economic Symposium as signaling a potential tightening ahead if inflation rates do not show…
The desk identifies shifting dynamics in interest rates as a pivotal influence on foreign exchange rates, particularly driven by oil prices and rising real…
The Polish economy demonstrated notable resilience, with GDP growth revised to 3.9% year-on-year in 2Q26, driven by rebounds in fixed investment and net…