JPMORGAN GLOBAL RESEARCHJPM
Global Commodities: Prices Get Relief
The desk sees a significant shift in the aluminum market dynamics as geopolitical tensions in the Middle East continue to disrupt supply chains. Per the full…
Commentary
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 721–750+ results
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Oil Eases, Dollars React: What the Strait of Hormuz Reopening Means for Markets
The desk believes that the reopening of the Strait of Hormuz will lead to a depreciation of the US dollar as market sentiment shifts positively towards energy…
- ECB PRESS
Christine Lagarde: IMFC Statement
The desk is positioning for a cautious outlook on the euro amid rising geopolitical tensions and inflationary pressures. Per the full note [source], Christine…
- GOOGLE NEWS · USD/JPYDB
Deutsche Bank Euro To Dollar Forecast: EUR/USD Heading Above 1.20 In 2026 - Exchange Rates UK
Deutsche Bank reiterates a bullish EUR/USD outlook, forecasting the pair above 1.20 by 2026, aligning with the consensus median but standing out at the higher…
- BOJ
(Research Paper) The Limited Effects of Post-Pandemic U.S. Monetary Policy Tightening: Demand Composition and the Credit Channel
The desk interprets the findings from the recent research on U.S. monetary policy tightening, which suggests that the resilience of the U.S. economy can be…
- BOJ
(Research Paper) The Limited Effects of Post-Pandemic U.S. Monetary Policy Tightening: Demand Composition and the Credit Channel
The desk interprets the recent research from the Bank of Japan, which highlights the limited impact of U.S. monetary policy tightening on the economy,…
- BOFA GLOBAL RESEARCHBofA
Asia’s defense awakening: Higher domestic spend, more exports
The desk posits that Asia's burgeoning defense sector, particularly through South Korea's rise as a significant arms exporter, presents a compelling investment…
- GOOGLE NEWS · GBP/USDCiti
Citi: GBP/USD To Hit 1.24 By 2027 - Forex Factory
Citi's forecast of GBP/USD reaching 1.24 by 2027 underscores a more cautious outlook compared to the near-term consensus among major banks. This projection…
- GOOGLE NEWS · EUR/USDMS
The Pathway to Euro-Dollar Strength Widens: Morgan Stanley - Pound Sterling Live
Morgan Stanley reinforces bullish EUR/USD view, citing widening pathway for euro-dollar strength as U.S. exceptionalism fades and ECB policy divergence…
- GOOGLE NEWS · GBP/USDBofA
Bank Of America Euro To Dollar Forecast: EUR/USD To Target 1.20 By End 2026 - Exchange Rates UK
Bank of America projects the EUR/USD to reach 1.20 by the end of 2026, reflecting a positive outlook on the euro against the dollar. With current trading…
- GOOGLE NEWS · EUR/USDMUFG
Pound Sterling Out-Performance Not Sustainable, GBP/CHF Target 1.02: MUFG - Exchange Rates Org UK
MUFG warns that GBP overperformance is unsustainable and targets GBP/CHF at 1.02. No internal coverage data on GBP/CHF exists, so we rely solely on this view.
- GOOGLE NEWS · EUR/USDBARC
Expensive Oil Now A Headwind to Dollar: Barclays - Pound Sterling Live
Barclays has signaled that rising oil prices pose a significant challenge to the U.S. dollar's strength. As oil becomes pricier, it adversely impacts the…
- BOJ
Bank of Japan Accounts (April 10)
The desk anticipates a cautious approach from the Bank of Japan (BoJ) as it navigates its balance sheet amid ongoing economic challenges. Per the full note…
- BOJ
Bank of Japan Accounts (April 10)
The desk believes that the Bank of Japan's (BoJ) asset composition signals a commitment to maintaining accommodative monetary policy, which could keep the yen…
- GOOGLE NEWS · GBP/USD
Pound To Australian Dollar Week-Ahead Forecast: AUD Volatile On Middle East Developments - Exchange Rates UK
The desk anticipates increased volatility for the Australian Dollar (AUD) against the British Pound (GBP) due to ongoing geopolitical tensions in the Middle…
- GOOGLE NEWS · EUR/USDBofA
EUR/USD Forecast: Bank of America Unveils Critical Near-Term Outlook Amid Market Volatility - Dailyhunt
The desk believes that the EUR/USD pair is poised for a potential rebound, driven by recent volatility in the markets and the European Central Bank's (ECB)…
- BOFA GLOBAL RESEARCHBofA
Ceasefire, rates and the US consumer
The desk believes that the recent ceasefire announcement will limit the European Central Bank's (ECB) ability to price in fewer than two rate hikes this year,…
- BOFA GLOBAL RESEARCHBofA
No longer overbought, still advantaged; Emerging Markets
The desk maintains a cautiously bullish outlook on Emerging Markets (EM), particularly in Latin America, despite recent geopolitical tensions impacting…
- JPMORGAN GLOBAL RESEARCHJPM
Global FX: The beginning of the end?
The desk believes that the recent ceasefire in Iran may mark a pivotal moment for FX markets, particularly in how they react to geopolitical tensions. As…
- MUFG EMEAMUFG
What’s next for the USD after the ceasefire in the Middle East?
The desk anticipates continued weakness for the USD following the recent ceasefire agreement between the US and Iran, as highlighted by MUFG EMEA's analysis.…
- GOOGLE NEWS · EUR/USD
EUR/USD Price Forecast: Critical Analysis Reveals Hesitant Bears As Breakout Above 1.1670 Remains... - Binance
The desk views the EUR/USD pair as at a critical juncture, with a potential breakout above 1.1670 indicating a shift in bearish sentiment. Per the full note…
- GOOGLE NEWS · GBP/USDCiti
Pound-Dollar: Citi Says Too Soon to Sell USD - Pound Sterling Live
Citi argues it is too early to sell the US dollar, suggesting the greenback may have further room to strengthen before a turn lower. The comment, while lacking…
- GOOGLE NEWS · USD/JPYCiti
Brent Crude Price Analysis: Citi’s Crucial Insight Reveals USD/JPY Support Above Key Average - MEXC
Citi's note on Brent crude surprisingly influences USD/JPY, suggesting support above a key moving average. The commentary appears to link commodity prices to…
- BOJ
(BOJ Review) Verifiable Credentials for Identity Assurance in the Digital Society: An Overview and Trends in Standards Development
Lead — The desk believes that the adoption of Verifiable Credentials (VCs) will significantly enhance identity assurance in financial transactions, ultimately…
- JPMORGAN GLOBAL RESEARCHJPM
US Rates - GSIB and Basel III Endgame Update
The desk sees the recent updates on the G-SIB surcharge and Basel III endgame as a modestly positive development for funding markets, particularly in reducing…
- JPMORGAN GLOBAL RESEARCHJPM
EM Fixed Income: Will EM markets keep trading Iran conflict de-escalation?
The desk believes that emerging market (EM) fixed income is poised for a positive shift following the recent two-week ceasefire in the Iran conflict, which has…
- BOJ
Direct Investment by Region and Industry (4th quarter 2025, 2025 C.Y.)
The desk interprets the recent data release from the Bank of Japan regarding direct investment flows and income as a pivotal indicator of Japan's economic…
- BOJ
Bank of Japan Accounts (March 31)
The desk interprets the recent Bank of Japan (BoJ) accounts as indicative of a significant contraction in monetary policy support, which could lead to a…
- BOFA GLOBAL RESEARCH
The war takes a toll on growth; but more on economic than earnings
The desk believes that the recent surge in oil prices, driven by geopolitical tensions, will have a more pronounced impact on global economic growth than on…
- BOJ
Regional Economic Report (Summary) (Apr. 2026)
The desk interprets the Bank of Japan's latest Regional Economic Report as a sign of moderate economic recovery across all regions, which could support a…
FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.