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 61–90+ results
Load more →The recent intriguing divergence between robust economic indicators and rising interest rates may signal potential shifts in FX strategies. Per the full note…
The European construction sector is expected to experience subdued growth, primarily driven by infrastructure investment and a gradual recovery in Germany,…
The current commentary exposes the vulnerabilities of the US rare earth supply chain, highlighting its deep dependence on China despite local resource…
The US is strengthening its rare earth supply chain as a strategic response to its excessive reliance on China, underscoring a broader geopolitical shift that…
The desk identifies that the recent U.S. employment report underscores the volatility of labor data, leading to reduced expectations for monetary tightening.…
The desk anticipates continued euro weakness driven by fiscal uncertainties linked to French politics, which is causing investors to adjust their positions…
The recent coordinated release of diesel from strategic reserves is exerting downward pressure on oil prices and distillate margins, fundamentally altering the…
The desk aims to capitalize on MUFG's recommendation to short EUR/JPY, highlighting shifts in euro-area yields and prospective BoJ policy changes as critical…
The desk frames the current commodities landscape as a critical moment shaped by renewed oil flow from the Middle East, despite persistently high crude and…
The desk interprets the recent J.P. Morgan analysis focusing on the nuanced interplay between OATs and FX market behavior, particularly in the aftermath of the…
The desk posits that the dynamics in Euro Area sovereign spreads, particularly concerning France, amid mixed themes in global rates markets point to a further…
Lead — As the risk of cheapest-to-deliver (CTD) switches in U.S. Treasury (UST) and Eurex futures escalates, institutional traders need to recalibrate their…
The FX market is experiencing notable spillovers from a global bond market sell-off, particularly influencing the U.S. dollar's performance. Per the full note…
The desk is calling an October Fed hold and a December hike following a sharply weaker September jobs report, framing the print as the decisive data point that…
Lead — The upcoming Polish rate decision presents a transient period for the zloty amid rising inflation pressures, as expected policy inertia may fuel…
The dramatic rise in Eurozone inflation to 3.8% in September signals increasing price pressures that could influence European Central Bank (ECB) policy…
The desk interprets that while the UK faces rising yields amid global pressure, it is not yet in a dire situation like France's current bond market crisis. Per…
The current labor market scenario presents notable anomalies as highlighted by UBS’s Paul Donovan, suggesting a steady employment picture contrary to the…
The desk argues that the recent sell-off in French debt represents a pivotal moment for global markets, challenging the prevailing narrative of continually…
The desk interprets widening fiscal concerns in Europe, particularly following the recent French budget presentation, as a critical factor influencing EUR/USD…
This week's focus pivots towards the Reserve Bank of India's imminent rate decision, with a 25bp hike widely anticipated as the central bank proactively…
The desk is interpreting Goldman's recent adjustment to its Fed rate hike expectations, pushing the next anticipated increase to December, indicating a…
The evolving sustainability agenda in the U.S. is reshaping corporate strategies as businesses strive to future-proof against climate risks and leverage new…
The desk projects significant downside risks for the euro amid escalating fiscal troubles, particularly as France's recent budget announcement could exacerbate…
The desk interprets the emerging trend of an aging consumer demographic in the U.S. as a pivotal shift for economic conditions and consumer spending patterns.…
The desk frames the current dynamics in China as a dual-speed economy, navigating between high technological advancement and entrenched consumer caution. Per…
Lead — The rise in long-dated rates, which is partially driven by AI-related spending and productivity, underlines the complex interlinkages between technology…
The desk interprets France's recent budget announcement as insufficient to alleviate pressure on bond markets, with the projected public deficit for next year…
The Czech manufacturing sector is demonstrating resilience through strong new orders and hiring trends, positioning the economy for continued growth. Per the…
The current economic outlook for Bulgaria illustrates a complex transition towards euro adoption, grappling with domestic growth supported by consumption and…