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.
Showing 781–810+ results
Load more →The desk is positioning for a potential decline in the US dollar, driven by increasing optimism surrounding a US-Iran deal that could lead to the reopening of…
Lead — The ING Economics commentary suggests that the evolving situation towards a US-Iran peace deal could have substantial implications for the commodities…
The desk views the recent ECB report as a pivotal indicator of improving financial integration within the euro area, despite ongoing fragmentation. Per the…
The desk interprets the PBOC's recent USD/CNY reference rate setting at 6.8487, notably above the market estimate of 6.8087, as a signal of the central bank's…
Lead — The desk sees the Bank of Japan's (BoJ) recent asset and liability report as a signal of continued monetary accommodation, which may weigh on the JPY.…
The desk anticipates that the PBOC will set the USD/CNY reference rate at 6.8087, which signals a cautious approach towards currency depreciation amid ongoing…
The desk interprets Japan's recent verbal intervention by Vice Finance Minister Atsushi Mimura as a clear signal of the government's heightened vigilance over…
The desk interprets the Bank of Japan's March minutes as indicative of a growing internal debate regarding the urgency of rate hikes, particularly in light of…
Lead — The desk views the recent monetary base data from the Bank of Japan as a pivotal indicator of ongoing liquidity conditions in Japan, which could…
The desk's thesis focuses on the shifting perception of emerging markets (EM) regarding volatility, suggesting that these markets are becoming less risky…
The desk interprets Governor Tiff Macklem's recent comments as a significant shift towards a more hawkish stance for the Bank of Canada, particularly in light…
The desk views the recent Japanese yen intervention as potentially the least effective in recent history, primarily due to the unpredictable geopolitical…
The desk interprets RBNZ Governor Breman's recent comments as indicative of a cautious outlook for New Zealand's economy, with expectations of higher near-term…
Lead — ING Economics highlights a profound shift in risk sentiment towards a more 'digital' market framework, suggesting that current conditions are sharply…
Lead — The upcoming visit of U.S. Treasury Secretary Scott Bessent to Japan underscores a pivotal moment in U.S.-Japan relations, particularly concerning the…
The desk interprets the recent comments from Chicago Fed President Austan Goolsbee as a signal that the ongoing U.S.-Iran conflict is contributing to…
The desk interprets Chicago Fed President Goolsbee's remarks on productivity and inflation as a signal of ongoing uncertainty in the economic landscape. Per…
The desk's thesis emphasizes an optimistic outlook for preferred securities, pressing on the theme that valuations have been the primary constraint to…
The desk interprets the National Bank of Poland's decision to keep rates on hold as a reflection of cautious policymaking amid rising geopolitical tensions and…
The desk posits that India's inflation targeting framework is poised for significant evolution, driven by the Reserve Bank of India's (RBI) commitment to adapt…
The desk argues that a coordinated approach to consumer fraud protection, as highlighted by Michelle W. Bowman, could have significant implications for…
Lead — The desk interprets St. Louis Fed President Alberto Musalem's recent comments as a clear signal that inflation risks are becoming increasingly…
Lead — The Institute Employment Report indicates solid payroll growth for April, yet wage gains remain inconsistent, primarily benefiting higher-income…
The desk anticipates a favorable shift in Zambia's financial landscape following the recent launch of the 2025 FinScope Survey results, which highlight…
Lead — Richard Doornbosch's recent remarks at the UoC SustainaBUL Awards highlight the Central Bank of Curaçao and Sint Maarten's commitment to sustainable…
The desk anticipates a bullish outlook for the Malaysian Ringgit (MYR) as Governor Abdul Rasheed Ghaffour emphasizes the importance of defining moments in…
The desk interprets Mr. Swaminathan J's recent lecture as a call for enhanced learning and judgment within banking, emphasizing the sector's public purpose.…
The desk posits that Norges Bank's management of the Government Pension Fund Global, as articulated by Governor Ida Wolden Bache, signals a strategic shift…
The desk interprets Luis de Guindos' recent remarks to the European Parliament as a signal of the ECB's commitment to maintaining a cautious approach to…
Lead — The USD/JPY pair has reached a pivotal level following multiple interventions, with the outlook remaining bearish for the yen as geopolitical tensions…