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.
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Load more →Lead — As the USD/JPY pair retraces its intervention-driven gains, the desk posits this reflects an underlying resilience in the carry trade environment…
The recent decline in US retail sales, marking a 0.6% month-on-month drop in July—the weakest performance in over a year—signals growing consumer caution…
Romania's current account deficit has deepened unexpectedly, standing at EUR14.2 billion for the first half of 2026, primarily due to increased income balance…
The CNB appears to be maintaining a cautious but firm stance as domestic inflationary pressures continue to be a highlight, exacerbated by tight labor and…
The Romanian economy demonstrated resilience by avoiding contraction in Q2 2026, according to the latest flash GDP data, which reported a stagnation with GDP…
The desk interprets Paul Donovan's insights from UBS regarding U.S. producer prices as suggesting a period of interest rate stability from the Federal Reserve.…
The desk sees EUR/USD as entering a buying opportunity as recent models suggest it is starting to appear undervalued. Per the full note from the bank's FX…
Per the full note [source], Bank Indonesia is expected to hold rates at 5.75% on Wednesday, with the central bank balancing rupiah stability against growth…
The recent commentary from J.P. Morgan highlights a notable increase in short-term credit supply, specifically within the Asset-Backed Commercial Paper (ABCP)…
The desk interprets the nuanced relationship between the Japanese yen and US Treasuries, emphasizing how current fiscal pressures and real yields can influence…
Poland's current account deficit has widened significantly, reaching €2,216 million in June, which is substantially higher than both ING's estimate of €1,339…
Per the full note [source], Poland's economy is demonstrating resilience in the face of external shocks from the recent conflicts in the Middle East. The…
The desk highlights a significant phenomenon where the rise of AI is leading to a drastic memory shortage known as "chipflation," which is expected to inflate…
The Central Bank of Turkey (CBT) signals a potential easing of monetary policy with an anticipated decrease in the effective funding rate from 40% to 37%,…
The desk views Romania's industrial production downturn as a harbinger of ongoing economic challenges, particularly given the reported 3.5% year-on-year…
The commentary from UBS highlights that the July US consumer price inflation data came in line with expectations, lending credence to the current economic…
The desk posits that the recent lackluster CPI data in the U.S. has instilled a sense of directionless trading within the FX markets as we approach the Jackson…
Per the full note [source], ING's commodities desk sees oil prices easing despite the US-Iran deadlock, driven by a bearish EIA inventory print and no fresh…
Goldman Sachs highlights potential triggers for Japanese yen intervention, emphasizing that Japan possesses the necessary reserve capacity to act, with current…
The desk interprets the recent RBC analysis as an indicator of strong consumer resilience in Canada, despite ongoing economic pressures. Spending increased by…
Lead — Recent US inflation data has proved to be muted, yet bond yields remain elevated, highlighting underlying pressures beyond inflation, as detailed in the…
The desk believes that recent cooling in US inflation, particularly following a disappointing July jobs report, will likely lead to the Federal Reserve…
The Romanian inflation landscape is proving to be more persistent than anticipated, complicating monetary policy dynamics. As per the full note from ing-think,…
Lead — Today's commentary by Paul Donovan at UBS highlights increased uncertainty surrounding U.S. consumer price inflation, as key data gaps lead to greater…
The desk anticipates that a soft US July CPI print could dampen expectations for a September rate hike by the Fed, providing an opportunity for dollar bears.…
The desk argues that the Reserve Bank of Australia (RBA) may need to reconsider its current policy stance due to rising external inflation pressures,…
The transition to higher U.S. yields is becoming increasingly influenced by the deteriorating fiscal deficit, which could overshadow the consumer price index…
The Czech Republic's core inflation report reflects strong upward pressures, driven predominantly by a significant increase in rents. Per the full note from…
Lead — The desk views Norges Bank's path toward potential rate hikes as cautiously optimistic despite recent cooler inflation data, suggesting the first hike…
Lead — Nordea's recent analysis highlights the ongoing upward pressure on interest rates due to persistent inflation driven by geopolitical factors and…