FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 91–120+ results
Load more →Per the full note [source], Poland's economy is demonstrating resilience in the face of external shocks from the recent conflicts in the Middle East. The…
The desk highlights a significant phenomenon where the rise of AI is leading to a drastic memory shortage known as "chipflation," which is expected to inflate…
The Central Bank of Turkey (CBT) signals a potential easing of monetary policy with an anticipated decrease in the effective funding rate from 40% to 37%,…
The desk views Romania's industrial production downturn as a harbinger of ongoing economic challenges, particularly given the reported 3.5% year-on-year…
The commentary from UBS highlights that the July US consumer price inflation data came in line with expectations, lending credence to the current economic…
The desk posits that the recent lackluster CPI data in the U.S. has instilled a sense of directionless trading within the FX markets as we approach the Jackson…
Per the full note [source], ING's commodities desk sees oil prices easing despite the US-Iran deadlock, driven by a bearish EIA inventory print and no fresh…
Goldman Sachs highlights potential triggers for Japanese yen intervention, emphasizing that Japan possesses the necessary reserve capacity to act, with current…
The desk interprets the recent RBC analysis as an indicator of strong consumer resilience in Canada, despite ongoing economic pressures. Spending increased by…
Lead — Recent US inflation data has proved to be muted, yet bond yields remain elevated, highlighting underlying pressures beyond inflation, as detailed in the…
The desk believes that recent cooling in US inflation, particularly following a disappointing July jobs report, will likely lead to the Federal Reserve…
The Romanian inflation landscape is proving to be more persistent than anticipated, complicating monetary policy dynamics. As per the full note from ing-think,…
Lead — Today's commentary by Paul Donovan at UBS highlights increased uncertainty surrounding U.S. consumer price inflation, as key data gaps lead to greater…
The desk anticipates that a soft US July CPI print could dampen expectations for a September rate hike by the Fed, providing an opportunity for dollar bears.…
The desk argues that the Reserve Bank of Australia (RBA) may need to reconsider its current policy stance due to rising external inflation pressures,…
The transition to higher U.S. yields is becoming increasingly influenced by the deteriorating fiscal deficit, which could overshadow the consumer price index…
The Czech Republic's core inflation report reflects strong upward pressures, driven predominantly by a significant increase in rents. Per the full note from…
Lead — The desk views Norges Bank's path toward potential rate hikes as cautiously optimistic despite recent cooler inflation data, suggesting the first hike…
The desk interprets the recent insights from BofA Global Research as indicative of a more cautious market amid strong earnings, particularly in the U.S. equity…
The desk finds that the convergence in consumer behaviors, as noted in the Bank of America Institute's latest Consumer Checkpoint report, signals a possible…
UBS chief economist Paul Donovan casts the latest oil price creep toward $90/bbl as a geopolitical premium driven by US-Iran tensions over the Strait of…
The FX market remains in a low-volatility environment as traders soundly anticipate steady Federal Reserve policies in the near term, per the full note from…
Lead — Oil prices are experiencing upward momentum as optimism regarding a potential US-Iran deal weakens. With ongoing supply disruptions in the Middle East…
The desk believes that the Japanese yen's trajectory is closely tied to the Bank of Japan's potential rate hike rather than to government policy on capital…
The desk anticipates the RBA will maintain its cash rate at 4.35%, aligning with market expectations and suggesting limited volatility in the AUD and rates…
Per the full note from MUFG, the desk has a bullish stance on AUD/JPY, initiating a long position at 111.20 with targets set at 114.50, incorporating a…
The desk sees ongoing market momentum driven by a confluence of corporate earnings, economic data, and technological advancements, particularly in AI. Per the…
In light of the recent podcast featuring Phoebe White and Leslie Falconio from UBS, the desk emphasizes that the current hawkish sentiment in the fixed income…
The desk posits that the current low dollar hedge ratios signal a potential vulnerability for the USD, echoing prior instances where a similar positioning…
The desk highlights the implications of China's recent consumer and producer price inflation data, which undershot expectations, indicating a widening trend of…