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 691–720+ results
Load more →The desk's central thesis focuses on recalibrating asset allocation strategies in light of shifting U.S. monetary policy and geopolitical risks, as discussed…
The Central Bank of Uzbekistan's recent decision to maintain the policy rate at 14.00%, coupled with the removal of rate cut guidance, signals a more hawkish…
The current surge in housing supply in the Netherlands is driving home sales to unprecedented levels, as per the full note from ING. This increased supply is…
The geopolitical tension arising from Iran’s missile strikes against US military bases has prompted a modest uptick in oil prices, indicating underlying…
The Reserve Bank of Australia (RBA) is likely to maintain its current interest rate hold throughout the remainder of the year, as broader inflation trends…
The desk argues that a Federal Reserve hold at today's FOMC meeting could lead to downside pressure on the U.S. dollar as market participants unwind…
The desk interprets the recent research from ING which suggests that even if the Federal Reserve holds rates steady, the market still prices a 30% chance of a…
Per the full note [source], ING commodities strategists argue that the renewed attacks on US troops and Saudi energy infrastructure upend the de-escalation…
The desk interprets the latest assessment from the UBS Chief Investment Office, which emphasizes a continued strategy of diversification in fixed income…
The desk posits that market participants should remain cautious ahead of the July FOMC meeting as uncertainty around the Federal Reserve's monetary stance is…
The desk believes the US economy is transitioning toward a Goldilocks scenario characterized by moderate inflation and stable growth, as noted in the latest…
The desk interprets recent volatility in technology equities, as highlighted by UBS's Paul Donovan, as symptomatic of broader economic trends with potential…
Lead — The Bank of Japan is expected to maintain its policy rate at 1.00% during its upcoming meeting on July 31, reflecting a cautious approach to further…
Per the full note [source], ING's rates desk argues the Fed under Chair Kevin Warsh is tempted to hike despite market pricing for no change, citing inflation…
The desk argues that the Swiss franc (CHF) is poised to become the favored funding currency amid a hawkish shift anticipated from the Federal Reserve at the…
The FX desk interprets the recent commentary on oil price dynamics as indicative of anticipated volatility in commodities markets, particularly influenced by…
The UBS Chief Investment Office underscores the persistence of market uncertainties, including potential Fed rate hikes and geopolitical tensions, alongside a…
The desk presents a perspective that philanthropy, particularly through strategic giving mechanisms like donor-advised funds, can play a pivotal role in…
The recent increase in the German Ifo index, which rose to 86.6 in July from 85.6 in June, signals a tentative uptick in business sentiment, although…
The desk interprets the Bank of England's position to keep rates on hold, despite rising energy prices, as a signal of a cautious approach to monetary policy.…
The recent resignation of Bank Indonesia Governor Perry Warjiyo introduces significant policy uncertainty at a time when investor sentiment toward Indonesian…
The desk views the current oil market dynamics as pivotal, given their parallels with past trade tensions and their implications for global monetary policy. As…
The desk sees potential for dollar strength leading up to the FOMC meeting, as market participants position themselves for any hawkish surprises. Per the full…
The desk anticipates a nuanced response from the Federal Reserve during its upcoming meeting, suggesting the Fed will likely maintain its current rate,…
Lead — Oil prices faced a sharp decline as tensions between the US and Iran showed early signs of easing, with both parties halting military actions for the…
In the context of shifting fixed income landscapes, the desk frames the current market environment as one undergoing intense recalibration, driven by hawkish…
The desk views the ongoing rise in global rates as a crucial factor shaping market dynamics, particularly in the context of hyperscaler issuance and credit…
Brent crude's nearly 40% leap in July underscores the growing influence of geopolitical factors on oil prices, as highlighted in the latest commentary from…
The desk suggests that the USD is poised for appreciation ahead of the upcoming FOMC meeting, bolstered by recent bullish sentiment and positioning indicators,…
The desk views the recent announcements from new UK Prime Minister Andy Burnham as pivotal for the short-term trajectory of the British economy and the British…