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 871–900+ results
Load more →The desk highlights Belgium's declining productivity as a critical risk for economic stability and growth, posing potential implications for the Eurozone and…
Lead — The desk frames this as a critical moment where real rates, rather than geopolitical tensions, are shaping market dynamics. Per the full note [source],…
The recent military actions by the U.S. against Iran, coupled with further restrictions on Iranian oil sales, have raised uncertainties regarding the stability…
The desk views the upcoming release of the FOMC minutes as a significant catalyst for reinforcing the dollar's bullish momentum, particularly in a context…
The recent escalation in tensions in the Persian Gulf, particularly Iranian military actions against commercial shipping, has caused oil prices to bounce…
The desk observes that the US Treasury's upcoming FX report is unlikely to label any country as a currency manipulator despite the recent depreciation of the…
The desk's analysis suggests that the recent stress test results conducted by the Federal Reserve indicate a robust health of US financial institutions,…
Lead — The Dutch manufacturing sector is poised for a quicker rebound than its eurozone counterparts, particularly driven by rising demands for chipmaking…
The sentiment from Deutsche Bank's latest report underscores a fundamental shift driven by technological advancements and geopolitical tensions, particularly…
The return of Marine Le Pen to the presidential race ahead of the 2027 election has injected significant uncertainty into France's political landscape, which…
The desk maintains that the outlook for Czech inflation suggests a period of rate stability, outlining a careful balance in the economy. Per the full note from…
The recent stability of Hungarian inflation, which dipped to 1.7% in June from 1.8% in May, underlines the effectiveness of the forint in maintaining price…
The National Bank of Poland (NBP) is expected to maintain its current interest rate at 3.75% during the upcoming July meeting, as inflation has recently…
The desk maintains that Taiwan's recent CPI print, showing a surprising rise to 2.6% YoY, is a pivotal indicator for a potential September rate hike from the…
The desk anticipates continued intervention risks from Tokyo officials will likely limit the upside potential for USD/JPY around the 162 level. Per the full…
The desk articulates that while today’s US trade data lacks economic significance, its political implications anchor market attention—per the full note…
Lead — As tech investors reassess the landscape of AI funding, they are grappling with the implications for earnings growth among leading firms. Per the full…
The desk interprets the increasing investment in technology, media, and telecommunications (TMT) due to the AI race as a major driving force for debt issuance…
Lead — The desk argues that today’s court ruling regarding Marine Le Pen's eligibility to run for office is paramount for domestic politics, but its impact on…
The desk notes a possible reprieve for UK gilts despite a prevailing bearish sentiment in the market. This perspective aligns with the anticipated results from…
Recent industrial production data from Germany has dampened the optimism regarding a cyclical rebound in the country's industrial sector, casting shadows on…
The ING desk argues that despite a slight easing in Philippines headline inflation to 6.4% YoY in June, the acceleration in core inflation to 4.4% and sticky…
The desk believes that while a likely 25 basis point hike from the RBNZ is expected, any resulting gains in the New Zealand dollar will be limited in scope.…
The desk argues that the elevated levels of US dollar credit supply could suggest ongoing liquidity and a supportive environment for USD-denominated assets.…
The desk interprets the strong demand for Euro credit supply as indicative of a resilient corporate sector, despite a slight decrease in issuance from May. Per…
The desk's interpretation suggests that while easing energy prices have effectively removed the prospect of a July rate hike from the European Central Bank…
The desk believes that the Bank of England's liquidity support will stabilize money markets, ultimately leading to lower terminal rate expectations. The…
The desk believes that current US money market conditions favor terming out as the Federal Reserve appears poised to hold rates steady through 2026, contrary…
Paul Hsiao of UBS CIO argues that America's capital-market development—from the Mayflower financing to the Buttonwood tree—has been the engine behind 250 years…
The desk views Hungary's positive second-quarter growth, driven by strong consumption and exports, as a bullish signal for the HUF. Per the full note [source],…