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 481–510+ results
Load more →The imminent rate cut by the National Bank of Hungary signals the central bank's continued commitment to easing monetary policy amid improving inflation…
The desk interprets Singapore's recent inflation data as an indication that the Monetary Authority of Singapore (MAS) is likely to maintain a tightening bias…
Lead — US long-end yields face increasing scrutiny as fiscal concerns, resilient economic growth, and energy risks exacerbate bearish steepening trends. Per…
The latest focus on US-Canada trade tensions, highlighted by significant tariffs imposed on $20 billion of imports, is expected to impact US consumers and the…
The desk sees the US dollar opening the week on a weak note, driven by market expectations surrounding upcoming US policy announcements. Per the full note from…
The desk posits that the ongoing slowdown in China’s economic growth, with Goldman Sachs projecting Q3 GDP near 4%, could keep pressure on the yuan and stifle…
The desk interprets J.P. Morgan's recent commentary on FX markets as a pivotal insight into the USD's trajectory, particularly following the U.S. Treasury's…
The desk opines that recent developments in the US Treasury's bond buyback strategy are exerting downward pressure on USD sentiment, as highlighted in a…
The expansion of the U.S. Treasury's buyback program signals a strategic shift in enhancing liquidity within the Treasury market, which could have downstream…
Per the full note [source], UBS's CIO has raised its S&P 500 price target, citing the ongoing AI rollout as a key positive, while flagging risks from higher…
Lead — The desk's thesis suggests that gold is finding renewed traction due to heightened investment demand and concerns over the U.S. fiscal outlook. Per the…
Next week, we anticipate a pivotal rate cut from the National Bank of Hungary (NBH) on Tuesday, marking the culmination of its mini rate-cutting cycle. This…
The desk contends that Scott Bessent's recent strategies to manage long-end Treasury yields will struggle against underlying fiscal constraints and…
Lead — The Eurozone PMI data released indicates continued steady growth in the region, bolstering the case for resilience despite global uncertainties. Per the…
The desk interprets recent comments from US Treasury Secretary Bessent regarding proposed Treasury buybacks as a sign that the bond market has caught the…
The recent US Treasury intervention in the bond market has sparked a discussion regarding its implications for the dollar, with many strategists anticipating a…
As artificial intelligence (AI) begins to permeate various industries, its long-term potential to serve as a 'Great Equaliser' of opportunity and productivity…
Lead — Current expectations for the Bangko Sentral ng Pilipinas (BSP) indicate a 25 basis point rate hike amidst elevated inflationary pressures. Per the full…
The recent dialogue between Matt McLennan and Jason Draho highlights a cautious outlook on the US economy, influenced by evolving monetary policy and the…
The desk believes the current Emerging Market (EM) fixed income landscape is characterized by a carry trade opportunity, though caution is warranted due to…
The Desk sees room for EUR belly curve recovery pending upcoming data, particularly the flash PMIs and ECB’s consumer inflation expectations survey slated for…
The desk interprets recent bank commentary suggesting that Poland's economy shows signs of uneven growth entering Q3, despite a strong end to Q2. While…
The Polish government's proposal for fiscally neutral changes in income taxation aims to increase the fairness of the tax system while addressing a significant…
The desk interprets the recent announcement by U.S. Treasury Secretary Besant about significantly increasing long-term government bond purchases as a critical…
The desk interprets Deutsche Bank's analysis as a warning sign for the dollar, emphasizing that the recent Treasury buyback announcement may signal a shift…
The Fed's July FOMC minutes, while appearing somewhat hawkish with three members calling for an immediate hike, ultimately support a more dovish trajectory…
The US Treasury's recent move to double buybacks of longer-dated bonds signals a clear attempt to control the upward pressure on long-term yields. Per the full…
The desk argues that Brazil and Colombia are in fundamentally different positions regarding interest rate policy, with Brazil maintaining substantial rate…
The US Treasury's recent increase in buybacks of long-dated Treasury bonds, expanding from $2 billion to $4 billion, reflects a strategic response to maintain…
Lead — 4-6 sentences. In the face of mixed international stock market performances in 2026, the desk asserts that regional divergences are pivotal for FX…