FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 811–840+ results
Load more →China's June trade data smashed expectations, with exports surging 27.0% YoY and the trade surplus hitting $125.62bn, the highest since January 2025. The tech…
The ongoing tension between the US and Iran is contributing significantly to rising oil prices, with ICE Brent climbing 9.6% to over $83 per barrel as military…
The current market landscape is marked by a dual narrative of stability in equity markets and underlying volatility, primarily driven by shifting investor…
As markets adjust to the complex interplay between U.S. rate hike probabilities and inflation expectations, Chair Warsh's testimony could serve as a pivot…
The current dynamics in the Strait of Hormuz present a cautiously optimistic narrative for markets, as the US confirms the passage's openness despite Iranian…
Lead — With mounting inflation concerns dominating the current economic landscape, the desk emphasizes the urgency to monitor global commodity prices and their…
The desk argues that the upside potential for the US dollar appears constrained, aligning with ING's view that the Federal Reserve is unlikely to raise rates…
The current outlook for the Polish zloty (PLN) suggests that its recent weakness is likely to be temporary. Per the full note from ing-think, the dovish stance…
In a fresh indication of market dynamics, Latin American currencies are showcasing strong performance driven by renewed carry trade interest, as highlighted in…
The desk believes that North Asian currencies are currently grappling with the disconnect between strong export flows and FX performance, as highlighted in the…
Per the full note [source], ING's FX team, led by Chris Turner and Francesco Pesole, is positioning for moderate fluctuations in major currency pairs over the…
The desk’s outlook suggests dampened enthusiasm for the dollar amid expectations that the Federal Reserve may adopt a more lenient approach to temporary…
The desk interprets the recent commentary on the Dutch commercial real estate market as indicative of a recovery lacking genuine strength. Per the full note…
In the current FX landscape, the dollar is gaining strength as rising energy prices and geopolitical tensions in the Gulf heighten demand for the greenback…
The desk believes that the recent shift in Kazakhstan's foreign exchange policy signals diminishing state support for the tenge, which could hinder any…
The desk views Goldman's forecast of a softer core CPI print for June, potentially at 2.8% YoY, as reinforcing the prevailing narrative of disinflation in the…
Lead — Oil prices are experiencing upward pressure due to escalating tensions in the Persian Gulf, particularly surrounding the Strait of Hormuz. With ICE…
The desk believes the influx of cash highlighted in the recent J.P. Morgan podcast indicates a robust demand for short-duration instruments that could support…
The desk views the potential construction of the West Coast Oil Pipeline (WCOP) as a critical juncture for Canadian crude's competitive positioning in the…
The desk observes that the recent escalation in geopolitical tensions related to the Strait of Hormuz and ongoing drone attacks on Russian refineries indicate…
The desk emphasizes maintaining a steady course in FX amidst global turbulence, highlighting the importance of continued resilience in currency markets. Per…
The desk interprets recent comments from Japan's Finance Minister Katayama around increasing domestic investments by households and pension funds as a pivotal…
The desk suggests that both Japan and South Korea are facing significant rate hike pressures, prompted by rising inflation and currency weaknesses…
The current dynamics of aluminium supply have shifted significantly, as operational progress from Emirates Global Aluminium (EGA) has improved market…
The desk argues that recent tariff adjustments in the U.S. reflect a broader economic shift towards affordability, as spotlighted by James Smith's latest…
ING's May Italian IP data shows a modest -0.3% m/m contraction, breaking three consecutive gains but confirming sector resilience. The quarterly run-rate of…
The grid bottleneck is the critical choke point for the electro-tech revolution, per ING's note. Capacity additions are lagging demand from AI data centers,…
The desk interprets recent commentary on Eurozone consumer behavior as indicative of a cautious spending environment paired with an evolving saving trend.…
The desk emphasizes that geopolitical tensions in the Middle East have surprisingly failed to bolster the dollar, while focus shifts decisively back to…
Current market sentiment appears to be disregarding new geopolitical tensions despite higher oil prices, which contribute to elevated inflation expectations…