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…
Commentary
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
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Global Rates: Analysing Eurex and US futures roll
The desk anticipates a bullish trend for EUR/USD as the Mar26 and Jun26 rollover periods approach, driven by the dynamics of US and Eurex futures. Per the full…
- GOOGLE NEWS · EUR/USDDB
EUR/USD: Focus on US CPI and Fed cuts – Deutsche Bank - FXStreet
Deutsche Bank emphasizes the importance of upcoming US CPI data and anticipated Federal Reserve rate cuts in shaping the EUR/USD trajectory. As inflation data…
- BOFA GLOBAL RESEARCHBofA
Emerging markets may be at the beginning of a multi-year run
The desk is optimistic about Emerging Markets (EM), citing macroeconomic improvements and favorable structural conditions as key drivers for a potential…
- GOOGLE NEWS · USD/JPY
Thai Baht Forecast 2026: “Best Asian Performer” To Trade Sideways As Gold Link Fades - Exchange Rates UK
The desk anticipates that the Thai Baht will emerge as the "best Asian performer" in 2026, albeit trading sideways as its correlation with gold diminishes. Per…
- GOOGLE NEWS · GBP/USDBARC
Barclays Pound-Australian Dollar Forecast: Sell GBP/AUD, Target 1.85 - Exchange Rates Org UK
Barclays has advised selling GBP/AUD, setting a target of 1.85. This bearish stance is underpinned by an analysis of prevailing economic conditions and market…
- GOOGLE NEWS · GBP/USDMS
Morgan Stanley Pound-to-Euro Prediction: Sterling Vulnerable, GBP/EUR Losses Towards 1.13 - Exchange Rates Org UK
The desk views the GBP/EUR pair as poised for further declines, potentially reaching levels around 1.13, as articulated in the recent Morgan Stanley…
- GOOGLE NEWS · EUR/USDUbs
UBS Pound Sterling Year Ahead Forecast: GBP/USD To 1.35 By 2027 - Exchange Rates Org UK
UBS's forecast projects the GBP/USD pair to reach 1.35 by 2027, suggesting a steady yet moderate recovery for the Pound Sterling against the US Dollar in the…
- GOOGLE NEWS · EUR/USDUbs
UBS Gold Price Forecast: XAU/USD Tipped At $6,200 By Mid 2026 - Exchange Rates Org UK
UBS projects a substantial increase in gold prices, predicting XAU/USD to reach $6,200 by mid-2026. This forecast signals a significant bullish sentiment…
- GOOGLE NEWS · GBP/USDDB
Australian Dollar: "We Remain Positive on AUD" says Deutsche Bank - Pound Sterling Live
Deutsche Bank has expressed a bullish outlook on the Australian Dollar (AUD), reinforcing their positive view amidst recent market dynamics. They suggest that…
- BOFA GLOBAL RESEARCHBofA
Cyclical rebound triggers rotation and rate risk; productivity placates
The desk believes that a cyclical rebound in economic data is prompting a rotation in market positioning, particularly favoring cyclical sectors over…
- GOOGLE NEWS · USD/JPYGS
Goldman Sachs sees USD/JPY upside, 160+, as Japan fiscal bets lift intervention risk - investingLive
Goldman Sachs forecasts significant upside for USD/JPY, suggesting a target above 160 due to heightened intervention risks stemming from Japan's fiscal…
- GOOGLE NEWS · USD/JPYBofA
Japanese Yen Forecast: Bank of America’s Critical Analysis Reveals Post-Election Trajectory - Bitcoin World
The desk anticipates a strengthening of the Japanese Yen post-election, driven by potential shifts in monetary policy and market sentiment. Per the full note…
- GOOGLE NEWS · EUR/USDDB
Deutsche Bank Euro To Dollar Year Ahead Forecast: EUR/USD Tipped At 1.25 By End 2026 - Exchange Rates Org UK
The desk anticipates a bullish trajectory for the EUR/USD pair, projecting it to reach 1.25 by the end of 2026, as outlined in Deutsche Bank's recent forecast.…
- BOFA GLOBAL RESEARCHBofA
The potential new Fed chair
The desk interprets the potential nomination of Kevin Warsh as Fed chair as a pivotal moment for U.S. monetary policy, with implications for interest rates and…
- JPMORGAN GLOBAL RESEARCHJPM
Global FX: RBA, JP elections, euro/APAC rotation, dovish BoE, US data
The desk anticipates a significant shift in FX dynamics driven by a hawkish pivot from the Reserve Bank of Australia (RBA) and a dovish surprise from the Bank…
- JPMORGAN GLOBAL RESEARCHJPM
Global Commodities: Deconstructing the Metal Mania
The desk interprets the recent resurgence in metal volatility as a significant indicator of shifting market dynamics, particularly influenced by retail…
- JPMORGAN GLOBAL RESEARCHJPM
European Rates: ECB and BoE February meetings, skinny carry in Euro area, increased UK political noise
The desk views the upcoming ECB and BoE meetings as pivotal for shaping market expectations, particularly in light of the heightened political noise in the UK.…
- MUFG EMEA
How is the Lower House election impacting the yen?
The desk anticipates that the upcoming Lower House election in Japan will exert significant influence on the yen, particularly as market participants assess…
- GOOGLE NEWS · GBP/USDBARC
Australian Dollar on Cusp of New Supercycle: Barclays - Pound Sterling Live
Barclays has indicated that the Australian dollar is poised to enter a significant new supercycle, driven by a combination of favorable economic factors and…
- JPMORGAN GLOBAL RESEARCHJPM
US Rates: Crypto market structure bill in limbo
The desk posits that the stalled progress on the crypto market structure bill in the U.S. Congress could have significant implications for the broader…
- JPMORGAN GLOBAL RESEARCHJPM
EM Fixed Income: A rest is as good as a change
The desk sees a cautious yet optimistic outlook for the EM fixed income market, emphasizing that current market conditions may provide a necessary pause rather…
- GOOGLE NEWS · EUR/USDGS
Goldman Sachs Dollar To Yen Forecast: USD/JPY Bias Higher On Election Risks - Exchange Rates Org UK
Goldman Sachs flags upside risk for USD/JPY on Japanese election uncertainties, aligning with its own Dec26 target of 148 while the consensus sees 147.5. The…
- GOOGLE NEWS · GBP/USDMS
Dollar Selloff Played a Role in Warsh Nomination: Morgan Stanley - Pound Sterling Live
Morgan Stanley's analysis suggests that the recent selloff of the dollar notably influenced the nomination of Warsh. They argue that weaker dollar dynamics…
- GOOGLE NEWS · EUR/USDGS
Goldman Sachs US Dollar To Yuan Forecast: Stronger Policy Backing To Drive USD/CNY Lower - Exchange Rates Org UK
The desk anticipates a downward trajectory for USD/CNY, driven by stronger policy backing from Chinese authorities. Per the full note from Goldman Sachs, this…
- JPMORGAN GLOBAL RESEARCHJPM
Global Commodities: A week of commodity whiplash
The desk views the recent volatility in commodities, particularly in metals and energy, as a significant indicator of broader market dynamics. Per the full…
- BOFA GLOBAL RESEARCHBofA
FX, intervention risks and technicals
The desk posits that recent rate checks in USDJPY are pivotal not only for the yen but also for the broader dollar landscape. Per the full note from BofA…
- JPMORGAN GLOBAL RESEARCHJPM
Global FX and Commodities: The dollar, metals, APAC and vols
The desk anticipates a bullish outlook for the dollar and metals, particularly in the APAC region, following a week of significant price movements. Per the…
- MUFG EMEA
USD challenges to persist
The US dollar is poised for a recovery, particularly following the nomination of Kevin Warsh for the Fed Chair position, which may signal a shift in monetary…
- JPMORGAN GLOBAL RESEARCHJPM
EM Fixed Income: Navigating choppier seas with a temperamental compass
The desk posits that emerging market (EM) fixed income is facing increased volatility due to shifting macroeconomic conditions and geopolitical tensions. Per…
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.