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 511–540+ results
Load more →Lead — The emergence of AI technologies is poised to be a major driver of US economic growth, with projections suggesting that it could account for a third of…
The desk detects a resurgence in inflation concerns driven by persistently high crude oil prices, which remain above USD 90 per barrel amid escalating…
Lead — Oil prices have risen for the fourth consecutive session, primarily fueled by increasing tensions surrounding the US-Iran conflict and the specter of…
The UK inflation narrative is currently shaped by unexpectedly stable food prices, which are counteracting increases in energy and rent costs. Per the full…
Lead — The commentary indicates a steady recovery in the Korean won, buoyed by domestic growth factors and structural improvements. Per the full note [source],…
The desk posits that the recent rise in long-end yields, particularly US real yields, reflects a move toward normalization rather than systemic instability,…
The desk interprets a growing trend toward socially responsible investing, emphasizing the increasing attention institutions are paying to investments that…
The desk interprets the recent spike in Brent crude oil prices, now above USD 90 per barrel, as a reflection of heightened geopolitical tensions following the…
Lead — The desk believes that rising geopolitical tensions, particularly around US-Iran relations and security concerns in the Strait of Hormuz, will continue…
The UK's job market continues to show signs of weakness, raising questions about the necessity for interest rate hikes from the Bank of England (BoE) in the…
The desk sees Europe's recent challenges as a narrative fueled by pessimism rather than factual decline, aligning with [source]'s notion that excessive…
The desk posits that the recent uptick in energy prices and long-dated bond yields may provide temporary support for the US dollar, making a significant…
The desk interprets Goldman's recent commentary as a reaffirmation of dovish sentiment regarding U.S. monetary policy, especially as it pertains to the…
The desk interprets Morgan Stanley's bullish outlook on the Australian dollar against the euro as a favorable carry trade opportunity, bolstered by a notable…
The desk interprets the latest insights from Bank of America on capital flows intertwining AI and energy sectors as pivotal for institutional strategies. Per…
The current market environment is characterized by a temporary calm as we approach the end of peak summer vacation season, which appears to be affecting…
Per the full note [source], Czech construction pricing is heating up, driven by strong demand and geopolitical tensions pushing construction material prices to…
The desk interprets recent GDP data from Japan as highlighting systemic economic fragility, particularly due to lackluster consumer spending. Per the full note…
Lead — China is grappling with a significant slowdown in domestic activity as illustrated by a disappointing set of July economic data, which reflects a…
Lead — As geopolitical tensions escalate in the Middle East, oil prices remain firmly supported near $90 per barrel, reflecting heightened supply risk…
The desk posits that recent cooler US economic data has diminished the likelihood of a Federal Reserve rate hike in September, leading to a weaker dollar and…
Lead — The desk suggests that while front-end rates in the USD are muted due to lowered Fed hike odds, the long end shows fragility primarily driven by upward…
The desk's thesis is that US Treasury Secretary Scott Bessent's recent intervention in the FX market signals a bullish outlook for the yen, which is considered…
The desk conveys that inflation concerns remain at the forefront of the Federal Reserve's policy decisions, with labour market dynamics playing a secondary…
In the latest commentary, Bank of America provides crucial insights into the evolving landscape of global rates and FX ahead of the second half of August,…
The current macroeconomic landscape in the U.S. is evolving, with expectations for the Federal Reserve's policy adjusting as we approach the end of 2026. Per…
The J.P. Morgan FX team posits a nuanced outlook on the USD and JPY while examining the prospects for cyclical low-yielders. As discussed in their recent…
The current inflation narrative is complex, highlighting diverging views across major economies like the Euro area, the UK, and the U.S., as emphasized in a…
The desk anticipates that upcoming UK inflation and labor market data will significantly influence market dynamics, particularly regarding the GBP. Per the…
This week's focus on Polish and Czech macroeconomic data is critical for gauging economic sentiment in Central and Eastern Europe, especially given the…