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 91–120+ results
Load more →The desk maintains a bearish outlook on oil prices following recent developments. Per the full note from ing-think, easing fears surrounding Middle Eastern…
The desk underscores the importance of US consumer savings amid ongoing inflation pressures, as highlighted by Paul Donovan of UBS. Key findings include the…
The desk reinforces the bullish sentiment on the dollar as the DXY dollar index approaches 101.80, bolstered by resilient US economic activity that continues…
The desk interprets the recent US inflation data as a noteworthy pivot point that dampens immediate rate hike expectations, supporting the view held by NY Fed…
Lead — The Czech economy appears to languish below its potential, with the revised real GDP growth for Q2 2026 settling at 0.3% quarter-on-quarter, a situation…
The recent increase in German inflation, driven by rising fuel prices, has reached a three-year high, signaling challenges for the European Central Bank's…
The FX desk suggests that the resilience of the stock market post-Fed hike reflects stronger underlying economic fundamentals, challenging the historical…
Per the full note from [source], Italy's headline inflation jumped above 4% in September, but the desk argues the underlying picture is far softer and remains…
The recent recovery in Belgian building permits suggests a positive shift for the construction sector, yet significant challenges loom ahead that could dampen…
Lead — Higher fuel costs have pushed Polish inflation up to 4% year-on-year in September, largely impacting consumer prices amid a notable energy shock. Per…
Lead — The recent decline in Italian consumer and business confidence signifies a notable economic setback that could affect currency stability in the…
French inflation has surged unexpectedly to 3.0% year-on-year in September, sharply up from 2.4% in August, driving concerns about economic pressures and…
The recent drop in German unemployment is indicative of a post-summer stabilization in the labor market, though structural weaknesses persist beneath the…
The desk believes UK economic resilience, bolstered by rising real disposable incomes, will influence market dynamics favorably towards a stronger GBP. This…
The desk frames the recent soft US data as supportive of a cautious Fed, which, alongside elevated long-term yields, continues to underpin dollar strength. Per…
The desk interprets China's recent PMI data, which indicates a return to modest growth, as a potential support for the yuan in FX markets. The manufacturing…
The desk interprets the ongoing rise in U.S. treasury yields as a significant market driver that could influence FX dynamics, particularly for the USD. Per the…
The desk views Canada's biotech sector as facing significant challenges regarding talent and ownership retention, particularly as AI and competition from…
The desk maintains a cautious yet optimistic view on UK gilts, indicating that Prime Minister Burnham's new policies may reduce perceived political risk,…
The current economic landscape reveals conflicting signals as consumer sentiment declines while spending remains resilient, particularly among high-income…
The renewed focus on nuclear energy presents both opportunities and challenges in the energy market landscape. According to the recent commentary by Bank of…
The current commentary posits that escalating energy prices may compel the National Bank of Poland (NBP) to implement a 50 basis point rate hike by early 2027.…
The Reserve Bank of Australia's (RBA) recent decision to raise rates by 25 basis points to 4.60% signals their aggressive stance on inflation management,…
Per the full note [source], the German housing market is illustrating a peculiar scenario where rising mortgage rates and declining affordability coexist with…
As oil prices stabilize above recent lows, their ongoing influence on bond yields and central bank policy becomes crucial. Per the full note from UBS On-Air,…
The desk views Europe's digital technology advancements, particularly in AI, as a potential stronghold amidst its economic and geopolitical challenges. Per the…
Per the full note [source], the desk sees renewed risks for the euro following dovish comments from ECB President Christine Lagarde. Specifically, Lagarde's…
The desk posits that while inflation and consumer confidence metrics are pivotal for the eurozone's economic outlook, they are currently overshadowed by global…
The desk believes that the recent commitment from China's State Council to enhance policy support reflects a pivotal shift in economic management aimed at…
Lead — As U.S. Treasury yields increasingly reflect Federal Reserve expectations rather than economic data, the implications for currency markets are…