FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 481–510+ results
Load more →The desk sees a bullish outlook for GBP/USD, pointing to an upside surprise in Morgan Stanley's latest forecast which projects a Mar-26 target of 1.3800 and a…
The desk believes that Bank of America's recent revision of its USD/JPY forecast points to a strengthening yen, expecting it to trade at 147.0000 by the end of…
The desk views the recent revision by BofA to cut its USD/JPY forecast for the end of 2026 as a significant signal of an improving outlook for the yen,…
The key contention from our desk is that market reactions to geopolitical developments—specifically regarding Iran—are characterized by heightened skepticism,…
The current geopolitical climate, particularly the talks surrounding a potential US attack on Iran, has led to muted market reactions, highlighting investor…
The latest UK jobs report has raised significant doubts about the necessity for further interest rate hikes from the Bank of England (BoE). According to ING…
The desk interprets Bank of America's recent revision of their USD/JPY forecast, signaling a bullish outlook for the yen by the end of 2026. Per the full note,…
Lead — The EUR/USD recovery appears tenuous amidst a resurgence in bond yields, with the pair currently trading at 1.1500, highlighting the fragility of this…
The desk's thesis revolves around the recent shift in market perceptions regarding inflation's broader impact on economic conditions. Per the full note from…
ING's note [source] highlights the asymmetric vulnerability of CEE currencies to a second wave of energy price spikes, arguing that the Czech koruna and…
Lead — A recent report highlights Japan's stronger-than-expected GDP growth, bolstering expectations for a Bank of Japan rate hike in June. According to ING…
Lead — The extension of the US waiver on Russian oil imports signals persistent supply concerns in the global energy market. Per the full note from ING…
The desk believes that the US dollar will continue its upward trajectory, supported by recent hawkish signals from the Federal Reserve and…
Goldman Sachs' recent research indicates a bullish outlook for gold prices through 2026, primarily supported by strong official demand, which is expected to…
This week, the desk posits that the ongoing effects of weather disruptions linked to El Niño could further destabilize already volatile commodity markets,…
The desk believes that current inflationary pressures and rising interest rates pose significant challenges to market performance, which will likely prompt…
The latest discussion from BofA Global Research highlights the potential impact of the US-China summit and recent yen interventions on FX markets, particularly…
The desk observes a compelling correlation between North Asian equity market rallies, particularly in Korea and Taiwan, and potential strengths in their…
The rising costs associated with pet ownership, particularly in veterinary care, highlight a broader inflationary trend impacting disposable income and…
Lead — In a recent communication from Goldman Sachs, the desk highlights the importance of staying informed during upcoming briefings which are expected to…
ING's latest FX Talking note, titled 'Weatherproof markets,' argues that global currency markets are exhibiting unusual resilience to macro shocks, suggesting…
The desk sees the recent buoyancy of the US dollar persisting in the near term, driven primarily by strong inflation readings in the US which may challenge…
The desk argues that CEE FX remains robust amidst escalating geopolitical tensions, with the Hungarian forint notably outperforming its peers. Per the full…
The desk interprets recent market sentiment in Latin America, particularly concerning Brazil and Mexico's monetary policy outlook, as one of reduced optimism…
Lead — The latest FX commentary suggests a stabilizing outlook for the Euro, with forecasts indicating potential resistance around the 1.075 mark against the…
The desk interprets the commentary as signifying continued resilience in the Renminbi (CNY), with a potential test of lower fluctuation boundaries at around…
Lead — Christine Lagarde's recent address underscores the need for resilience in Europe’s economic policies, emphasizing themes of courage and unity. Per the…
Per the full note [source], Ms. Michelle Bowman's remarks at the 2026 Future of Banking Conference underscore a pivotal moment for the Federal Reserve…
The desk interprets Nordea's thematic and sector framework in sustainable banking as a pivotal shift towards considering environmental, social, and governance…
The desk contends that the ongoing work on the Eswatini Green Finance Taxonomy, highlighted by Felicia Dlamini-Kunene's remarks, underscores a strategic pivot…