Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 751–780+ results
Load more →The desk interprets the recent findings from the Bank of Japan regarding the Final Demand-Intermediate Demand Price Indexes as indicative of a nuanced…
Goldman Sachs has highlighted that the upcoming election in Hungary is likely to spur a rally in the Hungarian Forint (HUF). The firm anticipates political…
UBS has revised its gold price outlook, significantly lowering its near-term target but indicating a bullish long-term scenario with a potential upside of…
The desk sees the Bank of Japan's recent focus on the output gap and labor market indicators as a pivotal shift in understanding Japan's economic landscape.…
The desk anticipates continued volatility in the commodities market driven by geopolitical tensions, particularly in the Middle East. Per the full note from…
The desk believes that current FX market complacency could be misleading given the geopolitical risks and cyclical pressures highlighted by J.P. Morgan. With…
The desk views Goldman Sachs' recent commentary as indicative of a cautious outlook on gold prices, suggesting near-term downside risks while maintaining a…
The desk believes that the ongoing Middle East conflict will significantly impact global oil supply dynamics, leading to elevated prices and inflationary…
UBS suggests that the Japanese yen may depreciate to JPY 175 against the dollar, warning that any intervention efforts would likely deplete foreign exchange…
The desk interprets UBS Group's warning regarding the Japanese yen's potential decline to 175 against the USD as a significant indicator of ongoing bearish…
The desk anticipates increasing vulnerability for the British pound against the US dollar, with a target of 1.30 for GBP/USD as outlined in the recent Bank of…
The desk is increasingly concerned about the potential for oil supply disruptions to drive USD/JPY to unprecedented levels, with UBS projecting a rise to 175…
The desk maintains a cautious stance on emerging market (EM) fixed income, emphasizing the need for patience as geopolitical tensions persist. Per the full…
MUFG's 2026 USD/JPY forecast highlights intervention risk as a key factor supporting the yen below 160. The bank argues that Japanese authorities remain…
The desk's thesis centers on the significant implications of the ongoing Middle Eastern conflict on global commodity markets, particularly oil and precious…
The desk posits that recent positioning unwinds in the G10 FX space, particularly in the context of carry trades, have significantly influenced market…
The desk is increasingly bearish on sterling, citing heightened political risks and a deteriorating economic backdrop as the UK navigates the ongoing US-Iran…
The desk posits that the ongoing Middle East tensions are likely to lead to a significant impact on FX markets, particularly if crude oil prices escalate…
The desk argues that the current oil shock, driven by escalating tensions in the Middle East, poses a dual threat of inflation and potential growth concerns.…
Barclays has projected that the GBP/EUR exchange rate will reach 1.1630 by early 2027, driven by factors such as the UK's economic resilience and divergence in…
Barclays projects a bullish outlook for the GBP/EUR pair, forecasting a rise to 1.1630 by early 2027. This outlook hinges on anticipated stabilization in the…
Bank of America projects a strong performance for the U.S. dollar in Q2 2025, attributing this forecast to various macroeconomic factors. The prognosis aligns…
UBS's recent adjustment to its USD/JPY forecast reflects the ongoing influence of elevated energy prices on the Japanese economy. As the yen grapples with…
UBS has raised its USD/JPY forecast, citing elevated energy prices as a key driver, per the full note [source]. The bank now sees the pair at 153.00 by Mar26,…
UBS's upward revision of its USD/JPY forecast reflects expectations regarding persistently high energy prices, which are expected to exert upward pressure on…
UBS's upward revision of its USD/JPY forecast reflects a growing concern about elevated energy prices influencing Japanese monetary policy and the yen's…
The desk anticipates a volatile trajectory for EUR/USD, initially dipping to 1.14 before rebounding to 1.20 in the aftermath of geopolitical tensions. Per the…
The desk believes that while the card networks face heightened regulatory and technological risks, their underlying business models remain robust, supporting…
The desk posits that recent discussions on US bank liquidity regulations will significantly influence bank behavior and demand for USTs, ultimately impacting…
Goldman Sachs is positioning itself with a forecast of sustained high oil prices, coining the phrase 'higher for longer.' This outlook is likely to have…
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.