FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 61–90+ results
Load more →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…
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…
The desk is focused on the evolving landscape of geothermal energy as a critical player in the transition towards sustainable power solutions. Per the full…