FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 91–120+ results
Load more →The desk interprets the recent commentary from BofA Global Research as a strong signal for investors to pivot towards large-cap value and sector-specific…
The recent June jobs report reveals a moderation in US payroll growth, underlining a trend of decelerating labor market conditions. According to UBS's…
The recent weaker-than-expected US jobs data has diminished the likelihood of immediate rate hikes by the Federal Reserve, as highlighted in the latest…
The desk views the upcoming direction of the EUR/USD pairing with a cautious bias toward stability, as articulated in recent minutes from the London FXJSC…
Headline inflation in the Netherlands fell more than expected in June, decreasing from 3.4% YoY in May to 2.5%, driven primarily by declining energy prices and…
The desk views the recent commentary from the FXJSC Operations Sub-Committee meeting as indicative of a stable FX market despite rising geopolitical tensions…
The German government's newly unveiled reform package aims to enhance flexibility and competitiveness, signaling a renewed commitment to economic improvement.…
The current landscape painted by Paul Donovan from UBS suggests a cautious approach in evaluating the US labor market data releasing today. Donovan highlights…
The ECB is poised to alter its monetary policy framework by potentially increasing the Minimum Reserve Requirement (MRR) for banks, which could tighten…
The desk interprets recent developments with the GBP favorably, as the currency gains traction following Kevin Warsh's comments at Sintra, indicating a delay…
Lead — The desk posits that the recent resilience in U.S. equities signals a continued bullish sentiment in the market, attributed chiefly to robust earnings…
The desk interprets the latest insights from J.P. Morgan Global Research as indicative of cautious optimism in the EM fixed income market, positioning for…
The desk interprets Deutsche Bank's commentary as a celebration of the United States' enduring entrepreneurial spirit as it approaches its 250th anniversary of…
Lead — The Dutch real estate market is grappling with an inherent undervaluation of sustainability efforts within homeowners' associations (HOAs), as detailed…
The desk highlights the ongoing economic tension between energy supply shocks and resilient growth patterns as pivotal in shaping FX markets through the second…
The desk argues that the €3 parcel levy is unlikely to transform consumer behavior in Belgium, as barriers to sustainable fashion persist amid a culture of…
The desk interprets the recent improvement in the Czech manufacturing PMI as a potential turning point, signaling resilience despite heightened geopolitical…
As inflation in the Eurozone continues to ease, the desk believes that the worst-case scenarios surrounding a potential price spike are being postponed,…
The desk interprets Poland's updated energy strategy as a pivotal move toward decarbonization, but highlights substantial execution challenges. Per the full…
The current outlook indicates potential hawkish remarks from Fed Chair Warsh amidst ongoing pressures from the administration, as articulated by UBS's Paul…
Per the full note from ING [source], UK gilt markets remain acutely sensitive to inflation shocks, meaning any near-term Labour fiscal expansion would trigger…
The desk anticipates that the dollar will remain well-supported, particularly in light of statements expected from Kevin Warsh at the ECB's Sintra conference.…
Per the full note [source], ING's commodities desk argues that oil's worst quarter since 2020 is driven by growing confidence in Persian Gulf supply recovery,…
The desk believes that while the verbal intervention risk from Japan is rising, it does not currently indicate an imminent yen-buying operation. This…
The desk emphasizes that Canada's tech ambitions, particularly in data sovereignty, will be tested through investments in public infrastructure and private…
The desk interprets the increase in wedding spending as a sign of resilient consumer behavior amid inflationary pressures, suggesting that discretionary…
The UBS podcast with Spectrum's Bob Giangregorio frames the preferred securities market as a 'coupon clipping' environment for 2026, with mid-single-digit…
The recent drop in German inflation to 2.3% year-on-year signals a stabilizing price environment, reflecting little impact from surging energy costs. Per the…
The desk interprets the slight decline in Italian inflation as fundamentally stabilizing, with headline inflation falling to 3% in June from 3.2% in May,…
Lead — The Czech economy is expanding at a slower pace, with real GDP growth confirmed at 2.2% amidst downward revisions in private consumption and fixed…