Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 871–900+ results
Load more →Morgan Stanley's bold EUR/USD 1.23 forecast for June 2026 signals a major shift, but its December 2026 target at 1.16 implies a sharp reversal, diverging…
The desk anticipates a cautious yet upward trajectory for US rates following the recent FOMC meeting, as discussed by J.P. Morgan's Jay Barry and Phoebe White.…
The desk is highlighting the increasing risk of a carry trade unwind, particularly in light of geopolitical tensions and diverging inflation trends between the…
Lead — The Federal Open Market Committee (FOMC) has reaffirmed its commitment to its longer-term monetary policy goals, signaling a steady approach to interest…
Goldman Sachs projects a bearish outlook for GBP/EUR, recommending a sell with a near-term target set at 1.1440. This stance stems from expected economic…
Goldman Sachs raised its gold price forecast to $5,400 per ounce and maintains a bullish outlook into 2026, citing sustained central bank buying and…
The desk anticipates a significant rally in silver prices, driven by bullish sentiment in the gold market, with Citi projecting XAG to reach $150, a level…
The desk maintains a cautious outlook on the US economy as it navigates a bifurcated growth trajectory, with fiscal policies potentially obscuring underlying…
Goldman's bullish outlook on the EUR/GBP pair indicates a strong forecast for the Euro against the Pound by 2026. Their backing suggests a significant…
UBS has issued a cautionary note regarding the recent surge in silver prices, suggesting that a rally above the $100 mark may be reaching an unsustainable…
The desk believes that intervention risks will limit the upside potential for USD/JPY, as highlighted in the recent commentary from Goldman Sachs. The firm…
UBS has issued a bullish forecast for gold prices, projecting a level of $5,000 by 2026. This outlook is fueled by strong demand indicators, suggesting a…
UBS predicts that silver prices (XAG/USD) could exceed $100 before experiencing a cooling-off period. This bullish outlook is supported by strong demand…
The desk views the recent long-end steepening in Japanese government bonds (JGBs) as a pivotal moment that could influence JPY dynamics significantly. Per the…
The desk believes that while utility affordability concerns are rising, the growth narrative for data centers and AI-driven power demand remains robust. Per…
The desk is positioning for a bearish outlook on the USD, particularly against emerging market currencies and G10 cyclicals, as macro signals indicate a…
The desk's current thesis emphasizes a cautious approach to Euro area rates, highlighting limited opportunities for carry trades amid rising political…
Lead — The desk anticipates a tightening of the €STR/SOFR cross currency basis in the first half of 2026, driven by the interplay of European and U.S. monetary…
The USD has experienced a notable correction lower despite rising US yields, primarily driven by geopolitical risks and market sentiment shifts. Per the full…
UBS sees an opportunity in the New Zealand dollar, suggesting that its relative valuation makes it an appealing option for investors. With near-term support…
UBS has put forward an optimistic forecast for the Euro to Dollar exchange rate, anticipating it will reach 1.20 by 2026. This projection aligns with…
The desk highlights a critical technical signal emerging in the EM fixed income space, suggesting a potential shift in market dynamics. Per the full note from…
The desk posits that while recent energy price increases have elevated breakeven inflation rates, the potential for further rises in intermediate breakevens…
The desk argues that the U.S. defense sector is poised for significant growth, driven by a more assertive policy stance and potential increases in federal…
Goldman Sachs' 2026 outlook argues for a different type of dollar downside, potentially driven by structural shifts rather than cyclical factors, implying a…
JP Morgan's forecast for USD/JPY to reach 148 by mid-2026 contrasts sharply with the current consensus target of around 147.5 by December 2026. This divergence…
UBS's recent forecast positions the EUR/USD at 1.20 as the dollar is expected to weaken. This forecast aligns with a general bullish consensus toward the euro,…
UBS projects a powerful surge in EUR/USD to 1.20 as the dollar weakens in 2025, a bullish view that aligns with the consensus but exceeds near-term targets.…
UBS's forecast of EUR/USD reaching 1.20 in 2025 suggests a significant depreciation of the US dollar amidst a strengthening Eurozone economy. This view aligns…
The desk interprets the recent caution among Shiba Inu (SHIB) traders as a significant indicator of market sentiment, particularly as outflows continue to…
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.