JPMORGAN GLOBAL RESEARCHJPM
Global FX: The dollar & AI, CNY, IEEPA, euro bloc
The desk's thesis centers on the evolving dynamics of the CNY, GBP, SEK, and the dollar, particularly in light of recent geopolitical and economic…
Commentary
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
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European Rate Markets: Eurobonds, by-elections and the spring statement
The desk is positioning for a bullish outlook on Eurobonds, driven by recent political developments and upcoming fiscal announcements in the UK. Per the full…
- JPMORGAN GLOBAL RESEARCHJPM
Global Commodities: Gas Finds a Tighter Balance
The desk posits that the recent volatility in natural gas markets, particularly in Europe, signals a tighter balance in supply and demand dynamics, which could…
- MUFG EMEA
What’s Driving Renewed Yen Weakness as Geopolitical Tensions Between Iran and the US Rise?
The desk is positioning for continued yen weakness driven by speculation surrounding the Bank of Japan's (BoJ) potential policy shifts, as highlighted in the…
- STANCHART MARKET UPDATESStanchart
Macro Freestyle – Risks to market resilience
The desk highlights increasing risks to financial-market resilience, driven by geopolitical tensions and fiscal uncertainties, as articulated by Standard…
- GOOGLE NEWS · EUR/USDUbs
UBS Euro To Swiss Franc Forecast: EUR/CHF To Rebound Toward 0.93 - Exchange Rates UK
UBS projects a rebound in the Euro to Swiss Franc exchange rate (EUR/CHF) towards 0.93, indicating a positive outlook for the Euro against the Swiss Franc.…
- GOOGLE NEWS · EUR/USDDB
EUR/USD: Political risk clouds Euro outlook – Deutsche Bank - FXStreet
Political risks are weighing heavily on the euro's outlook, with Deutsche Bank highlighting uncertainties that could hinder its upward trajectory. These risks…
- GOOGLE NEWS · EUR/USDUbs
UBS Oil Price Forecast: Brent Toward $65-70 As Risk Premium Fades - Exchange Rates Org UK
UBS's forecast indicating Brent crude oil prices settling between $65 and $70 suggests a significant drop in risk premiums previously supporting higher prices.…
- JPMORGAN GLOBAL RESEARCHJPM
EM Fixed Income: Risks around a positive base case
The desk posits that while the emerging market (EM) fixed income landscape appears to be stabilizing, significant risks remain that could derail a positive…
- GOOGLE NEWS · GBP/USDCiti
Citi Pound To Dollar Year-Ahead Forecast: GBP/USD To Hit 1.24 By 2027 - Exchange Rates Org UK
Citi's projection of GBP/USD reaching 1.24 by 2027 contrasts starkly with current consensus expectations that see the pair trading well above these levels over…
- GOOGLE NEWS · GBP/USDCiti
Citi: GBP/USD To Hit 1.24 By 2027 - Forex Factory
Citi's projection of GBP/USD reaching 1.24 by 2027 suggests a more bearish outlook compared to the current market consensus. The recent consensus shows a…
- GOOGLE NEWS · EUR/USDING
ING Euro To Dollar Forecast: EUR/USD To See 1.22 By End 2026, Early 2027 - Exchange Rates Org UK
ING's bullish outlook for EUR/USD, projecting a target of 1.22 by late 2026 or early 2027, aligns with a generally optimistic consensus among major banks. This…
- GOOGLE NEWS · EUR/USDGS
Goldman Sachs Israeli Shekel Forecast: USD/ILS To Rebound From 3.10 - Exchange Rates Org UK
Goldman Sachs anticipates a rebound in the USD/ILS exchange rate, forecasting a rise from the recent level of 3.10. This prediction is rooted in expectations…
- BOFA GLOBAL RESEARCHBofA
Supply and demand in US bond markets
The desk interprets the current dynamics in the US bond market as indicative of strong demand amid robust supply, particularly driven by domestic investors'…
- JPMORGAN GLOBAL RESEARCHJPM
Global FX: Interrogating the optimistic baseline
The desk is currently evaluating a dollar bearish narrative amidst ongoing volatility in U.S. equities and geopolitical tensions. Per the full note from J.P.…
- JPMORGAN GLOBAL RESEARCHJPM
Global Commodities: Going Against the Grain on Oil
The desk maintains a bearish outlook on oil prices, diverging from the prevailing optimism observed at the recent International Energy Week in London. Per the…
- MUFG EMEA
The US dollar advanced this week as economic data and the FOMC minutes prompted investors to pare rate cut expectations ahead
The US dollar has strengthened this week as economic data and the FOMC minutes led investors to adjust their rate cut expectations. Per the full note from MUFG…
- GOOGLE NEWS · GBP/USD
Will Bank of England Still Cut Rates in 2026? Falling Inflation Favors Loose Monetary Policy, Pound Exchange Rate May Struggle to Sustain Strength. - TradingKey
The desk believes that the Bank of England's potential for rate cuts in 2026 is increasingly probable due to falling inflation, which may hinder the pound's…
- GOOGLE NEWS · EUR/USDGS
Goldman Sachs Gold Price Forecast: Grind Slowly To $5400 By 2027 - Exchange Rates Org UK
Goldman Sachs projects a gradual rise in gold prices, forecasting a target of $5,400 by 2027. This long-term outlook aligns with expectations of persistent…
- GOOGLE NEWS · EUR/USDJPM
JP Morgan raise their forecasts for AUD, NZD and for USD/JPY (EUR/USD unchanged) - investingLive
JP Morgan's upward revision of forecasts for AUD, NZD, and USD/JPY signals their confidence in bullish trends for these currencies, reflecting a potentially…
- GOOGLE NEWS · EUR/USDJPM
JP Morgan raise their forecasts for AUD, NZD and for USD/JPY (EUR/USD unchanged) - investingLive
JP Morgan raised their forecasts for AUD, NZD and USD/JPY, but left EUR/USD unchanged. Our analysis contextualizes these revisions against consensus and other…
- GOOGLE NEWS · EUR/USDBofA
EUR/NOK Forecast: Bank of America’s Stark Warning on the Krone’s Persistent Strength - CryptoRank
Bank of America has raised concerns regarding the ongoing robustness of the Norwegian Krone (NOK) against the Euro (EUR), indicating potential challenges for…
- GOOGLE NEWS · GBP/USDUbs
UBS Gold Price Forecast: Target $6,200 In 2026 After Volatility Shakeout - Exchange Rates Org UK
UBS has projected a significant rise in gold prices, forecasting a target of $6,200 by 2026. This bullish outlook suggests that the market will recover from…
- GOOGLE NEWS · USD/JPYGS
Australian Dollar Forecast Soars: Goldman Sachs’ Bold Call as RBA Turns Hawkish | Forex News Finance - CryptoRank
The Australian Dollar (AUD) is gaining bullish momentum as Goldman Sachs shifts to a hawkish stance on the Reserve Bank of Australia (RBA). Per the full note…
- JPMORGAN GLOBAL RESEARCHJPM
Global Commodities: Are Commodities the Market’s Crystal Ball?
The desk believes that the recent volatility in commodities, particularly in metals and oil, signals potential shifts in market dynamics rather than mere…
- BOFA GLOBAL RESEARCHBofA
German fiscal & market implications
The desk anticipates a moderate bullish outlook for the euro against the dollar, driven by Germany's fiscal policy adjustments and projected economic growth.…
- JPMORGAN GLOBAL RESEARCHJPM
Global FX: How much is too much?
The desk posits that the current underperformance of US equities relative to global markets is a significant driver of FX dynamics, particularly affecting USD…
- JPMORGAN GLOBAL RESEARCHJPM
European Rates: Scandinavian rate outlook – a long winter hibernation
The desk anticipates a prolonged period of stability in Scandinavian interest rates, particularly in Sweden and Norway, as discussed in the recent J.P. Morgan…
- MUFG EMEA
How has Japan's election results & US data impacted the FX market?
The desk believes that the recent election results in Japan, coupled with robust US employment and inflation data, will support a continued rebound in the USD.…
- JPMORGAN GLOBAL RESEARCHJPM
EM Fixed Income: Getting fully back on the EM horse
The desk argues that the emerging market (EM) fixed income sector is poised for a robust recovery, driven by recent macroeconomic developments and a favorable…
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.