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 →Per the full note [source], the Reserve Bank of Australia is expected to hold the cash rate at 4.35% at Tuesday's meeting, with inflation surprising decisively…
The desk views the recent spike in oil prices, which surged by 3.8% for ICE Brent to above $82/bbl, as a reflection of deteriorating prospects for a US-Iran…
The desk posits that despite significant shifts in core markets, emerging market (EM) fixed income remains resilient, offering attractive carry opportunities.…
The Czech National Bank (CNB) has opted to maintain its policy rate at 3.75%, reflecting a cautious stance amid significant economic uncertainties,…
Per the full note [source], J.P. Morgan's rates strategists interpret Treasury's August refunding announcement as a signal of stable near-term issuance, with…
The Hungarian economy appears to have taken a pause as indicated by June's economic activity data, aligning with the recent slowdown in Q2 GDP figures. Per the…
The desk views a potential for the U.S. dollar to weaken, hinging on the Federal Reserve's decision to refrain from raising interest rates in September, if…
The desk posits that Hungary's ongoing journey towards euro adoption presents significant appreciation potential for the Hungarian forint against the euro. Per…
The desk takes a cautiously bullish stance on the Brazilian real (BRL) as the nation heads into a critical election period. According to ING's latest…
The latest FX forecasts from ING, led by Chris Turner and Francesco Pesole, suggest a stable outlook for major currency pairs amid ongoing geopolitical…
Lead — In response to aggressive declines in East Asian currencies, including the Japanese yen and Korean won, U.S. Treasury intervention is expected to…
The FX market is currently navigating dual pivotal influences: escalating tensions in the Gulf and the forthcoming Federal Reserve meeting scheduled for…
Lead — Taiwan's persistent inflation signals a stronger possibility for a central bank rate hike in September, as local inflation metrics remain elevated. Per…
ING's June eurozone retail sales commentary underscores a subdued consumer backdrop, with a 0.3% month-on-month decline and a slowdown in annual growth to…
The Romanian retail sector is displaying significant strain as private consumption falters, a trend set to dampen GDP growth in Q2 2026. Per the full note from…
The Czech industrial sector exhibits signs of rebounding, with June's industrial production rising by 4.0% year-on-year, as reported in recent bank research…
The FX desk projects that uncertainty surrounding the U.S. economy will be further amplified with the upcoming release of second quarter productivity data, as…
The desk anticipates that the imminent US payroll report will suppress FX volatility, particularly as improved sentiment in the Gulf weakens the dollar. Per…
Our desk believes that the persistent hawkish bias from central banks will continue despite easing rates influenced by falling oil prices. Per the full note…
Lead — The recent agreement between Iran and Oman to establish new shipping routes through the Strait of Hormuz is exerting upward pressure on oil markets,…
The desk views Bank of America's revised forecast for USD/JPY, which suggests a year-end target of 149, as a significant signal of changing market dynamics…
Lead — Instability in the private credit space is shifting attention back to high-yield bonds, making this a potential opportunity for institutional investors.…
The desk believes that the AI trade presents significant opportunities across various sectors, not limited to technology alone. Per the full note from J.P.…
The desk argues that while the US service sector remains robust, as illustrated by the ISM services index, concerns about weak hiring persist, influencing…
Lead — The Czech Republic is grappling with inflation driven upward by surging fuel prices, where July's inflation recorded a year-on-year increase of 1.7%, as…
Lead — The desk interprets the recent commentary from Deutsche Bank as highlighting the increasing market volatility driven by rapid deleveraging in the wake…
The desk emphasizes optimism surrounding the global sustainable finance market, particularly its projected growth in issuance through 2026. Per the full note…
The desk views the potential settlement between Iran and Oman regarding the Strait of Hormuz as a key development influencing broader oil price sentiment and,…
The desk observes that US Dollar corporate credit supply remained unexpectedly robust in July, a trend typically muted during the summer months, signifying…
The slowdown in Euro credit supply during July reflects the traditional summer lull, which manifested in a significant drop to €17 billion in issuance from €52…