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.
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Load more →The desk anticipates a 25 basis point rate hike from the Bank of Korea (BoK), signaling the start of a tightening cycle in response to rising inflation and…
The commentary from RBC underscores a critical moment for Canada, with efforts to boost its competitiveness in global sectors like AI and energy being…
The desk emphasizes a cautiously optimistic outlook for emerging market (EM) fixed income as recent risk sentiments appear to revive. Per the full note from…
Poland's central bank governor Glapiński has turned more dovish, explicitly opening the door for a rate cut before end-2026, per the full note from ING Think.…
The Dutch economy appears poised for moderate growth, supported by an easing inflation outlook, which is projected to stabilize after a turbulent period…
The Dutch chemical industry is experiencing a temporary respite due to reduced Asian competition driven by geopolitical tensions, representing a short-lived…
The ECB's recently released minutes underscore the central bank's commitment to combating inflation, indicating that the June rate hike was not merely a…
The desk is positioning for a mildly bullish outlook on the EUR/USD pair, drawn from the recent ING Monthly report's insights on macroeconomic trends and…
The desk perceives heightened geopolitical tensions in the Middle East, particularly the potential disruption of oil flows through the Strait of Hormuz, as a…
The desk assesses that a potential turnaround for the global economy could encourage currency strength, especially in EUR/USD and USD/JPY. Per the full note…
As oil prices experience downward pressure following the US-Iran agreement, this piece highlights the complexities and risks surrounding future supply…
Per the full note [source], ING expects the Fed to skip a hike and cut in mid-to-late 2027, forecasting a neutral rate of 3.25%. The ECB's June hike is…
The current FX landscape suggests that slowing US inflation could lead the Federal Reserve to maintain its interest rate stance for the foreseeable future. Per…
The desk perceives a fragile economic recovery in the eurozone, spurred primarily by declining oil prices and their moderating effect on inflation, as…
The desk posits that China's economic divergence is set to continue into the second half of 2026, with persistent gaps between domestic demand and external…
The desk interprets lower oil prices as a positive development for the UK economy, potentially keeping inflation around 3% this year, thus alleviating pressure…
Per the full note [source], oil prices below recent highs have somewhat alleviated inflationary and external pressures in Asia, yet central banks are unlikely…
The desk interprets the recent shift in Central and Eastern European monetary policy, highlighted by softening inflation, as a potential catalyst for easing…
The desk views the resilience of the CIS-4 economies as a key factor in their financial outlook for the second half of 2026, despite persisting inflation risks…
The desk interprets Taiwan's trading position as weaker than anticipated, indicating potential moderation in growth momentum. The June trade surplus reached…
Per the full note [source], the Czech economy is demonstrating strong growth dynamics fueled by robust industrial output and rising new orders, projecting a…
Lead — The commentary from UBS highlights ongoing tensions between the US and Iran that are pushing oil prices upward, albeit only modestly compared to…
The FX market has shown a muted response to recent geopolitical tensions in the Gulf and subsequent oil price hikes, even as shifts in interest rates suggest a…
Lead — The desk contemplates a firm repricing of FX currencies as tighter monetary policies come into sharper focus, with rising oil prices acting as a…
The desk's core thesis is that the CNY's recent performance in 2026 is noteworthy, prompting a forecast band adjustment to 6.67–6.92 for the year. Per the full…
The desk anticipates that the moderate inflation trajectory in China will not impede a potential rate cut by the PBoC, as supported by June's CPI easing to…
The breakdown of the US-Iran ceasefire has reignited tensions in the Middle East, driving oil prices higher as geopolitical risks resurface. Per the full note…
The desk posits that the National Bank of Poland's (NBP) decision to maintain interest rates at 3.75% reflects a cautious approach to current economic…
The desk posits that current legislative developments in Washington, coupled with impending midterm elections, will shape market sentiment ahead of summer. Per…
The desk emphasizes that with market volatility persisting and traditional investment strategies under pressure, there is a heightened need for portfolio…