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.
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Load more →Lead — The USD/JPY pair has reached a pivotal level following multiple interventions, with the outlook remaining bearish for the yen as geopolitical tensions…
The recent commentary from ING highlights a robust supply of corporate credit in April, reflecting a positive trend that surpasses historical averages for…
ING Economics argues that France's manufacturing PMI bounce is temporary, citing weak new orders and persistent supply constraints. The data likely won't alter…
The desk argues that the ongoing energy crisis, exacerbated by geopolitical tensions, poses significant risks to the euro area's economic stability and…
The desk believes that the ECB's wage tracker data signals a stable wage growth outlook, which may influence the euro's trajectory against the dollar. Per the…
Per the full note [source], UBS frames the Gulf war outcome as driven by 'publicly unpredictable' US policy and 'privately unpredictable' Iranian…
The desk interprets the current resilience of risk assets as a positive signal for broader market stability, which may encourage a bullish stance in the FX…
The desk argues that Asia is navigating a significant energy shock, which is likely to have a nuanced impact on currency movements across the region. Per the…
The desk observes a significant shift in USD/JPY dynamics following Japan's aggressive intervention efforts, which have successfully pushed the pair to a…
The USD/JPY has experienced a notable decline, dropping over 90 pips to just below the 157.00 level, as highlighted by Justin Low in his recent commentary.…
The desk anticipates a rate hike from the RBA to 4.60% in June, driven by escalating inflation pressures both domestically and from the Middle East conflict.…
The desk views South Korea's recent measures to limit inflation as yielding positive results in mitigating further increases. Per the full note from ING…
The desk believes the Australian dollar (AUD) is poised for a rebound following its recent weakness post-RBA decision, as the Reserve Bank of Australia (RBA)…
The desk sees downside pressure on oil prices as a result of the recent hiatus in Trump's 'Project Freedom', which aimed to boost U.S. energy independence. Per…
The PBOC's recent reference rate setting for USD/CNY at 6.8562 marks a significant shift, being the strongest level since March 24, 2023. Per the full note…
The desk anticipates that the Reserve Bank of Australia (RBA) will maintain its cash rate at 4.35% for the remainder of 2026, with potential rate cuts…
The MUFG Research team has acknowledged registration for new users to access their insights on G10 FX markets. Per the full note, this indicates an ongoing…
The desk anticipates the PBOC will set the USD/CNY reference rate at 6.8160, signaling a potential inclination to stabilize the yuan amid ongoing global…
The Australian dollar (AUD) is likely to face significant resistance above 0.72 against the US dollar, primarily due to a dovish shift in the Reserve Bank of…
The desk's thesis is that the municipal bond market is stabilizing amid recent geopolitical tensions and record supply levels. This viewpoint is supported by…
The desk sees the RBA's recent rate hike as a signal of persistent inflation pressures, particularly influenced by geopolitical factors. Per the full note…
The Reserve Bank of New Zealand (RBNZ) has reinforced its assessment of the financial system's resilience while cautioning that the ongoing Middle East…
Gilts are currently facing a triple challenge, driven by shifts in interest rates, economic forecasts, and inflation concerns. This confluence of factors is…
The desk sees a compelling opportunity in integrated oil and midstream stocks, driven by a potential reopening of the Strait of Hormuz and a structural shift…
The desk interprets the Atlanta Fed's GDPNow growth estimate for Q2 2026, which has increased to 3.7% from 3.5%, as a positive signal for the US economy. This…
The desk argues that climate change and the European Central Bank's (ECB) response to it will significantly influence monetary policy and economic stability in…
The desk posits that while the Riksbank is likely to maintain its current policy stance, there are growing hawkish risks that could lead to a shift in…
The recent commentary from ING Economics underscores the evolving dynamics of the Federal Reserve's policy outlook, highlighting the two-way risks that are…
The desk anticipates that the National Bank of Poland (NBP) will maintain its current policy rates despite rising energy prices and an unexpected uptick in…
The desk interprets Chang Yong Rhee's farewell address as a pivotal moment for the Bank of Korea, signaling potential shifts in monetary policy direction. Per…