Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 901–930+ results
Load more →UBS's recent call for the EUR/USD to approach the 1.20 level is gaining traction as it forecasts a weaker dollar, supported by broader tightening across global…
UBS's bullish stance on GBP/USD forecasts highlights a key opportunity for investors looking to capitalize on potential dips below the 1.33 mark. Their…
Citi's recent analysis highlights a potential upward shift in BOJ's interest rate trajectory, suggesting three hikes by 2026 if the yen maintains its current…
The desk believes that the current dynamics in global yield curves, particularly in the USD, EUR, and GBP markets, suggest a cautious outlook for interest…
UBS has issued a cautious forecast for silver prices through 2026, as valuations appear to be tightening relative to gold. The firm believes that as silver's…
MUFG's forecast for the GBP/AUD currency pair advocates for a sell position, targeting a level of 1.93. This outlook is predicated on their expectations of a…
The desk anticipates a significant increase in developed market (DM) government bond issuance by 2026, driven by rising fiscal needs and potential shifts in…
The desk believes that the current geopolitical landscape, particularly the anxiety surrounding Federal Reserve independence and Japan's unexpected snap…
The desk believes that the current volatility in the commodities market, particularly in oil and gas, will have significant implications for FX trading…
The desk believes that political instability in Japan, particularly the potential for a snap election, poses significant risks for the JPY. Per the full note…
Deutsche Bank's recent forecast suggests a bearish outlook for GBP/USD, predicting a decline to 1.11 against the Euro within the next six months. This…
UBS's prediction of EUR/USD reaching 1.20 by 2025 adds to the bullish sentiment surrounding the currency pair. With the current spot rate at 1.1500 and a…
UBS is advocating a bullish stance on GBP/USD by suggesting a buy on the 1.40 option call, with a current spot price of 1.3100. This recommendation is in line…
CitiGroup's recent forecast for GBP/USD suggests a potential retreat to 1.29, marking a significant downside risk for the pair. Current trading at 1.3100…
The desk emphasizes a cautious yet optimistic outlook on emerging market (EM) fixed income, suggesting that current market dynamics favor a selective…
The desk posits that the recent surge in Agency MBS purchases by GSEs, spurred by President Trump's social media commentary, could significantly impact market…
Citi and TD are raising alarm bells over the potential for Japanese yen intervention as the currency continues to weaken significantly against major peers.…
Goldman Sachs predicts that economic growth will contribute to a 'modest' rise in European stocks this year, indicating a positive outlook for the Eurozone’s…
Barclays has positioned itself strongly behind the view that the USD's current rally is not merely a temporary phase but indicative of a longer-lasting trend.…
UBS recently released its price forecast for EUR/PLN and USD/PLN, indicating a bullish outlook for both pairs by 2026. They underscore that the expected…
The desk believes that the EUR/PLN and USD/PLN prices are likely to trend in specific directions leading up to 2026, as indicated by UBS's recent projections.…
The desk anticipates that both EUR/PLN and USD/PLN will experience notable price movements through 2026, as projected by UBS in their latest analysis. Per the…
The desk anticipates significant weakness in the Japanese yen against the US dollar, driven by escalating political uncertainty that threatens Japan's economic…
UBS's forecast for the EUR/PLN and USD/PLN exchange rates through to 2026 suggests a significant shift in valuation, reflecting a potentially stronger zloty…
The desk believes that the EUR/PLN and USD/PLN pairs are poised for a significant shift by 2026, driven by Poland's evolving economic landscape and monetary…
The desk anticipates significant weakness in the Japanese yen against the US dollar, driven by rising political uncertainty in Japan that threatens economic…
Bank of America’s recent recommendation to close USD/JPY longs as the pair nears the critical 160 level underscores a cautious outlook amid potential…
Bank of America's recent bullish outlook for the euro over the next few years reflects a shift in strategic currency positions, likely driven by macroeconomic…
The desk believes that the recent US labor market report underscores persistent tightness in the labor market, which complicates the Federal Reserve's policy…
The desk posits that the current FX landscape is characterized by a procyclical trend, particularly as 2026 begins, with significant opportunities emerging in…
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.