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 61–90+ results
Load more →Lead — As tech investors reassess the landscape of AI funding, they are grappling with the implications for earnings growth among leading firms. Per the full…
The desk interprets the increasing investment in technology, media, and telecommunications (TMT) due to the AI race as a major driving force for debt issuance…
Lead — The desk argues that today’s court ruling regarding Marine Le Pen's eligibility to run for office is paramount for domestic politics, but its impact on…
The desk notes a possible reprieve for UK gilts despite a prevailing bearish sentiment in the market. This perspective aligns with the anticipated results from…
Recent industrial production data from Germany has dampened the optimism regarding a cyclical rebound in the country's industrial sector, casting shadows on…
The ING desk argues that despite a slight easing in Philippines headline inflation to 6.4% YoY in June, the acceleration in core inflation to 4.4% and sticky…
The desk believes that while a likely 25 basis point hike from the RBNZ is expected, any resulting gains in the New Zealand dollar will be limited in scope.…
The desk argues that the elevated levels of US dollar credit supply could suggest ongoing liquidity and a supportive environment for USD-denominated assets.…
The desk interprets the strong demand for Euro credit supply as indicative of a resilient corporate sector, despite a slight decrease in issuance from May. Per…
The desk's interpretation suggests that while easing energy prices have effectively removed the prospect of a July rate hike from the European Central Bank…
The desk believes that the Bank of England's liquidity support will stabilize money markets, ultimately leading to lower terminal rate expectations. The…
The desk believes that current US money market conditions favor terming out as the Federal Reserve appears poised to hold rates steady through 2026, contrary…
Paul Hsiao of UBS CIO argues that America's capital-market development—from the Mayflower financing to the Buttonwood tree—has been the engine behind 250 years…
The desk views Hungary's positive second-quarter growth, driven by strong consumption and exports, as a bullish signal for the HUF. Per the full note [source],…
The Reserve Bank of New Zealand is anticipated to deliver a 25 basis point hike on July 8, 2023, amid shifting inflation expectations driven by lower oil…
In the context of Europe's aggressive push for Sustainable Aviation Fuels (SAF) amid rising climate pressures, the desk underscores that mere mandates will not…
As NATO leaders convene this week, the impact of rising defense spending on economic growth remains a focal point. However, as highlighted by UBS's Paul…
The dollar remains resilient in the wake of the soft June jobs report, buoyed by expectations of hawkish Federal Reserve signals in the upcoming FOMC minutes.…
The recent uptick in German industrial orders in May, reported to have risen by 1.9% month-on-month after a notable decline in April, suggests a tentative…
Goldman Sachs' fresh forecast of a weaker yen, with a revised target of 165 for USD/JPY by June 2024, highlights market sentiment swinging firmly toward…
The desk interprets the recent employment data as a mixed signal for the FX market, impacting major currencies such as the yen (JPY), British pound (GBP), and…
The desk posits that Bulgaria's economic resilience, characterized by domestic consumption and investment, will support sustained growth despite external…
The desk anticipates that upcoming U.S. CPI data will reinforce market expectations of a prolonged Federal Reserve pause, driven by anticipated month-on-month…
The French economy is showing signs of losing industrial momentum as manufacturing output declines, suggesting that growth may not be as robust as previously…
The desk believes the recent softer US jobs data signals a potential stabilization in the dollar, but the risk of Japanese yen (JPY) intervention remains…
Lead — The desk anticipates a continued steepening of the yield curve following Thursday's disappointing US payrolls data. The employment metrics indicate a…
The desk assesses that UBS's outlook on the Federal Reserve indicates a reduction in market expectations for rate hikes, positioning quality short- to…
The desk sees the current downturn in crude oil prices, particularly the ICE Brent nearing $70/bbl, as a reflection of increased flows through the Strait of…
The desk interprets the recent commentary from BofA Global Research as highlighting a pivotal shift in the Fed's communication strategy under Chair Warsh,…
Lead — J.P. Morgan's latest research highlights a renewed focus on gold amid changing sentiment in the markets, particularly following a hawkish FOMC stance…