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.
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Load more →The Australian Wage Price Index (WPI) for Q1 2026 has printed at 3.3% year-on-year, aligning with expectations but slightly below the previous quarter's 3.4%…
The PBOC's recent USD/CNY reference rate setting at 6.8431, significantly above the market estimate of 6.7946, signals a cautious approach to yuan depreciation…
The desk sees the PBOC's upcoming USD/CNY reference rate setting as a pivotal moment for the yuan, particularly in light of Goldman Sachs' assertion that the…
Lead — The desk is increasingly concerned about rising inflation expectations following a hotter-than-expected CPI print, which has driven five-year break-even…
The desk sees the recent data release from the Bank of Japan as a pivotal indicator of Japan's direct investment trends, suggesting a potential shift in the…
Lead — Goldman Sachs' recent analysis underscores a significant undervaluation of the Chinese yuan, estimating it to be over 20% lower against the US dollar.…
ING suggests that UK gilt yields face upward pressure with no clear ceiling, driven by persistent inflation, fiscal concerns, and aggressive QT unwind from the…
Lead — India's decision to more than double gold and silver import tariffs to 15% aims to support the rupee and narrow the trade deficit, but it risks reviving…
The Reserve Bank of New Zealand's upcoming quarterly Survey of Inflation Expectations is poised to be a critical indicator of inflation psychology, as…
The desk interprets the shifting macroeconomic landscape as a pivotal context for FX trading strategies going into the latter half of the year. According to…
The desk interprets recent comments from Fed's Goolsbee as indicative of a more hawkish stance on inflation, particularly concerning services inflation. Per…
The recent confirmation of Kevin Warsh as a Federal Reserve Governor marks a pivotal moment for U.S. monetary policy. Per the full note from investinglive-cb,…
The recent commentary from J.P. Morgan serves as a timely reminder for traders to confirm their subscriptions and stay updated with relevant insights. This…
ING Economics hosts a webinar on the interplay between oil prices, Iran sanctions, and broader market impacts, with potential FX implications for energy-linked…
The desk believes that the persistent inflationary pressures highlighted by Chicago Fed President Austan Goolsbee will necessitate a more aggressive response…
The desk posits that India's economic growth is increasingly reliant on the prosperity of its individual states, as articulated by Dr. Poonam Gupta, Deputy…
The desk interprets Yannis Stournaras's recent comments on the Greek insurance market as indicative of broader economic vulnerabilities that could impact the…
The desk interprets Mary-Elizabeth McMunn's remarks as a critical commentary on the evolving landscape of financial regulation, emphasizing the need for a…
The desk interprets Abdul Rasheed Ghaffour's remarks on Islamic social finance as a pivotal moment for enhancing poverty alleviation efforts through innovative…
The desk interprets Gent Sejko's address on empowering internal audit as a critical signal for the Bank of Albania's commitment to enhancing financial…
Italian industrial production rose again in March, suggesting the manufacturing sector is showing signs of recovery after a prolonged downturn.
Lead — The ECB's Frank Elderson emphasizes the need for deeper integration within Europe to combat fragmentation and enhance economic resilience. Per the full…
The desk projects a cautious outlook for consumer spending dynamics as recent data shows April spending growth reaching multi-year highs, but underlying stress…
ING Economics argues that a hidden force—likely structural demand-supply imbalances or policy credibility issues—is driving UK gilt yields to record highs,…
The desk argues that the erosion of central bank independence, as highlighted by Isabel Schnabel, poses significant risks to monetary policy effectiveness and…
The desk views the USD/JPY pair as poised for a potential reversal as it approaches the key resistance level of 158.00, with bearish sentiment on the yen…
The desk believes that the Central Bank of Eswatini's recent communication signals a commitment to maintaining a stable monetary policy amidst global economic…
The desk believes that regulatory shifts in corporate lending, as articulated by Michelle W Bowman, will significantly influence FX markets, particularly in…
The desk maintains a bullish outlook on the USD, driven by the Federal Reserve's recent operational updates and a tightening monetary policy stance. Per the…
The desk posits that the ongoing discourse on tokenization, as highlighted by Lisa D Cook at the BCEAO Conference, signals a pivotal shift in the financial…