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 421–450+ results
Load more →Per the full note [source], Polish CPI inflation jumped to 3.4% y/y in August, well above the market consensus of 3.1%, with fuel costs the primary driver.…
The Turkish economy experienced a modest 2.3% growth in 2Q26, driven mainly by net exports amid a backdrop of declining domestic demand, indicating a slowdown…
Following the latest data release, German inflation for August has increased to 2.9% YoY, up from 2.8% in July, primarily driven by higher energy prices. This…
The current geopolitical tensions between the US and Iran are driving oil prices back above $90 per barrel, impacting inflation dynamics. Per the full note…
The desk sees the August PMI data as a mixed bag that underscores ongoing challenges for China's economy, with the manufacturing sector showing slight signs of…
Bank of America's analysis, per the full note [source], argues that Fed Chair Warsh's Jackson Hole speech has effectively boxed him into a September rate hike,…
Lead — The desk interprets the recent spike in oil prices as a response to escalating military tensions in the Persian Gulf following U.S. strikes against…
Goldman Sachs is maintaining a position that the Federal Reserve is unlikely to raise rates in September, countering market reactions to Kevin Warsh's hawkish…
The desk interprets the latest commentary from J.P. Morgan as reflecting a crucial moment for EUR/USD dynamics influenced by growth and fiscal developments in…
The desk posits a cautious outlook for USD pairs following the latest remarks from Fed Chair Kevin Warsh at Jackson Hole, highlighting a recalibration of…
Lead — The desk sees a net hawkish tilt emerging from Chair Warsh's latest commentary at the Jackson Hole Symposium, signaling potential shifts in monetary…
The Reserve Bank of New Zealand (RBNZ) is expected to raise its overnight cash rate by 25bps to 2.75% on September 2, 2026, a move that aligns with prevailing…
The desk interprets Poland's draft budget for 2027 as a missed opportunity for fiscal consolidation, projecting a significant deficit of 7.1% of GDP, the…
The desk argues that the recent uptick in Italian consumer and business confidence indicates robust economic resilience, backed by a potential GDP growth…
The desk anticipates that Hungary's labour market is experiencing short-term easing, but structural pressures remain due to demographic challenges. Per the…
The upcoming week is set to provide critical economic data from Central and Eastern Europe (CEE), particularly focusing on Poland's GDP and inflation figures…
Lead — The recent uptick in eurozone sentiment signals a resilient economy amid a challenging global backdrop marked by geopolitical tensions and environmental…
The desk interprets the resilience of Europe's economy amidst the ongoing Iran War as indicative of stronger fundamentals than previously anticipated. Per the…
The French economy is teetering on the edge of stagnation, as recent data revisions reveal a concerning loss of momentum. Per the full note from ing-think, GDP…
The desk posits that clarity in Federal Reserve communication, particularly from Chair Warsh, is crucial for market expectations, as uncertainty imposes a risk…
In the forthcoming week, critical macroeconomic indicators from key Asia-Pacific economies will set the stage for market direction, notably the GDP releases…
The desk believes that the upcoming speech by Fed Chair Kevin Warsh at the Jackson Hole symposium could provide key insights into the direction of long-dated…
The desk anticipates that Fed Chair Warsh's upcoming speech at Jackson Hole will prioritize longer-term strategic visions over immediate monetary policy…
The desk interprets the recent uptick in oil prices as fundamentally tied to diminishing prospects for US-Iran talks, which have shifted market sentiment. Per…
The desk emphasizes that French government bond spreads are under significant widening pressure due to mounting political uncertainties, which overhangs the…
The European Central Bank's (ECB) recent minutes suggest a gradual shift towards a potential rate hike in September, as highlighted by their increased concern…
The desk interprets the recent actions of the Bangko Sentral ng Pilipinas (BSP) as a firm commitment to maintaining a hawkish stance in response to persistent…
The increasing pace of bank lending growth in the Eurozone, as reported, suggests a degree of economic resilience despite underlying uncertainties. Per the…
Per the full note [source], ING sticks to its call for no Fed hikes this year following a benign core PCE print, but acknowledges the risk that the FOMC could…
The desk interprets the latest UBS commentary as highlighting geopolitical tensions and their implications for oil flows, especially through the crucial Strait…