ING THINK
Turkey’s April inflation rises more than expected
The desk views the recent spike in Turkey's April inflation as a significant hurdle for the economy, with implications for monetary policy and currency…
Commentary
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 571–600+ results
Load more →- ECB PRESS
Results of the ECB Survey of Professional Forecasters for the second quarter of 2026
The desk anticipates a cautious outlook for the eurozone economy, driven by upward revisions in inflation expectations and downward adjustments in GDP growth…
- GOOGLE NEWS · EUR/USDMUFG
MUFG Euro To Pound Forecast: EUR/GBP To Trade Sideways With Upside Bias - Exchange Rates Org UK
MUFG's commentary on the EUR/GBP exchange rate indicates a forecast of sideways trading with an upside bias. This perspective suggests that despite potential…
- INVESTINGLIVERbc
Market outlook for the week of 4th - 8th May
Lead — The desk anticipates a cautious week for the FX market, with significant attention on the RBA's monetary policy decision and U.S. labor data releases.…
- INVESTINGLIVE
ECB's Muller: Inflation to accelerate in the coming months
The desk views the ECB's potential pivot towards rate hikes as increasingly likely, driven by rising inflation expectations linked to geopolitical tensions,…
- INVESTINGLIVE
Latest yen intervention starting to develop a bit of a pattern
The desk believes that the recent interventions by the Bank of Japan (BOJ) indicate a growing pattern of resistance against a weakening yen, particularly as…
- INVESTINGLIVE
USD/JPY quick dump
The desk is interpreting the recent $35 billion intervention by Japanese authorities as a significant signal in the USD/JPY dynamics, suggesting that further…
- INVESTINGLIVE
South Korea's central bank ready to turn hawkish as chip boom masks inflation pressure
The Bank of Korea (BOK) is poised to shift towards a hawkish monetary policy stance, as indicated by senior deputy governor Ryoo Sang-dai's recent comments.…
- INVESTINGLIVE
RBNZ board member Gai says Hormuz shock does not warrant reflexive rate hikes
The desk interprets Professor Prasanna Gai's recent remarks as a clear indication that the RBNZ is unlikely to pursue immediate rate hikes in response to the…
- ING THINK
The Commodities Feed: Oil steadier as market digests Trump’s Hormuz plan
The desk views the stabilization in the oil market as a critical juncture following President Trump's proposed measures for securing maritime passage through…
- INVESTINGLIVE
CBA tips RBA rate hike tomorrow but warns Iran war makes it a close call. Split RBA board
The desk anticipates a 25 basis point rate hike from the RBA to 4.35% at the May meeting, driven by persistent inflation pressures exacerbated by the ongoing…
- INVESTINGLIVEBARC
Barclays warns yen recovery likely temporary despite Tokyo's $35bn intervention
The desk maintains a cautious outlook on the yen, suggesting that recent intervention efforts by Japan are unlikely to yield a lasting recovery. Per the full…
- INVESTINGLIVE
Fed's Kashkari refuses to rule out rate hikes as Iran conflict stokes inflation
The desk interprets Neel Kashkari's recent comments as a significant indication of the Federal Reserve's cautious stance amid rising inflation risks linked to…
- INVESTINGLIVE
Monday open indicative forex prices, 04 May 2026
The desk interprets the recent markdown of the USD as a response to geopolitical developments, particularly the tentative peace proposal involving Iran, which…
- ECB PRESSCommerzbank
Luis de Guindos: Interview with El País
The desk believes that the ECB's current cautious stance, as articulated by Vice-President Luis de Guindos, reflects a broader recognition of geopolitical…
- BOFA GLOBAL RESEARCHBofA
Policy Derby: Rates for the Roses
The desk views the recent shifts in central bank policies as a pivotal moment for FX markets, particularly in the context of rising interest rates. Per the…
- INVESTINGLIVEGSING
Newsquawk Week Ahead: US NFP, ISM Services PMI, RBA, Canadian jobs and OPEC+
Lead — The desk anticipates a volatile week for FX markets, driven by key economic indicators and central bank decisions, particularly in the US and Australia.…
- JPMORGAN GLOBAL RESEARCHJPM
US Rates - I won’t see you next time
The desk anticipates a continued upward bias in Treasury yields, driven by a shift in Fed sentiment and geopolitical tensions. Per the full note from J.P.…
- JPMORGAN GLOBAL RESEARCHJPM
Global Commodities: It’s Simple Math
The desk is increasingly concerned about the ongoing supply shock in global commodities, particularly in oil and industrial metals, as highlighted by J.P.…
- JPMORGAN GLOBAL RESEARCHJPM
Global FX: Yen intervention, re-assessing USD bearish view, central bank rundown
The desk sees a nuanced shift in the FX landscape, particularly regarding the Japanese Yen and the U.S. Dollar. Per the full note from J.P. Morgan, the recent…
- INVESTINGLIVE
Trump serves up a huge opportunity for the EU by raising auto tariffs
The desk interprets President Trump's recent announcement to raise EU auto tariffs as a significant tactical error that could provide the EU with a strategic…
- MUFG EMEAMUFG
Can USD/JPY Extend Its Decline After BoJ Intervention?
The desk believes that USD/JPY is likely to extend its decline following recent Bank of Japan (BoJ) interventions, which are seen as temporary measures rather…
- INVESTINGLIVE
BOE chief economist Pill says choosing to hold on rates is not a passive choice
The desk interprets the recent remarks from BOE Chief Economist Huw Pill as a clear signal of the Bank of England's commitment to maintaining flexibility in…
- INVESTINGLIVE
ECB policymaker Makhlouf says concerned about energy prices staying higher for longer
The desk anticipates a more hawkish stance from the ECB in light of rising energy prices and inflation concerns. Per the full note from Justin Low, ECB…
- INVESTINGLIVE
USD/JPY wipes out a chunk of the likely intervention play earlier, so what's next?
The USD/JPY's recent price action suggests a cautious approach from Tokyo regarding intervention, as highlighted in the commentary by Justin Low. The pair's…
- ING THINK
THINK Ahead: The big June gamble
The desk anticipates that European central bankers' threats of rate hikes in June may not be met with the clarity on inflation they seek, as highlighted by…
- INVESTINGLIVE
ECB policymaker Nagel says more appropriate to respond in June if outlook does not improve
The desk believes that the ECB's current communication strategy signals a precarious balancing act between addressing inflation and maintaining economic…
- INVESTINGLIVE
USD/JPY tumbles again after early bounce, Japan MOF back in the market?
The USD/JPY is experiencing significant volatility, with a recent drop of 130-150 pips bringing it back near previous lows, as Japan's Ministry of Finance…
- ING THINKING
FX Daily: Japan’s 2026 FX intervention campaign begins
The desk views the recent intervention by Japanese authorities in the USD/JPY market as the beginning of a sustained effort to maintain the exchange rate below…
- INVESTINGLIVE
Japan intervenes to defend yen and warns of further action over Golden Week
The desk views Japan's recent FX intervention as a tactical response to defend the yen, which has been under significant pressure amid structural economic…
FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.