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 901–930+ results
Load more →The Reserve Bank of New Zealand is anticipated to deliver a 25 basis point hike on July 8, 2023, amid shifting inflation expectations driven by lower oil…
In the context of Europe's aggressive push for Sustainable Aviation Fuels (SAF) amid rising climate pressures, the desk underscores that mere mandates will not…
As NATO leaders convene this week, the impact of rising defense spending on economic growth remains a focal point. However, as highlighted by UBS's Paul…
The dollar remains resilient in the wake of the soft June jobs report, buoyed by expectations of hawkish Federal Reserve signals in the upcoming FOMC minutes.…
The recent uptick in German industrial orders in May, reported to have risen by 1.9% month-on-month after a notable decline in April, suggests a tentative…
Goldman Sachs' fresh forecast of a weaker yen, with a revised target of 165 for USD/JPY by June 2024, highlights market sentiment swinging firmly toward…
The desk interprets the recent employment data as a mixed signal for the FX market, impacting major currencies such as the yen (JPY), British pound (GBP), and…
The desk posits that Bulgaria's economic resilience, characterized by domestic consumption and investment, will support sustained growth despite external…
The desk anticipates that upcoming U.S. CPI data will reinforce market expectations of a prolonged Federal Reserve pause, driven by anticipated month-on-month…
The French economy is showing signs of losing industrial momentum as manufacturing output declines, suggesting that growth may not be as robust as previously…
The desk believes the recent softer US jobs data signals a potential stabilization in the dollar, but the risk of Japanese yen (JPY) intervention remains…
Lead — The desk anticipates a continued steepening of the yield curve following Thursday's disappointing US payrolls data. The employment metrics indicate a…
The desk assesses that UBS's outlook on the Federal Reserve indicates a reduction in market expectations for rate hikes, positioning quality short- to…
The desk sees the current downturn in crude oil prices, particularly the ICE Brent nearing $70/bbl, as a reflection of increased flows through the Strait of…
The desk interprets the recent commentary from BofA Global Research as highlighting a pivotal shift in the Fed's communication strategy under Chair Warsh,…
Lead — J.P. Morgan's latest research highlights a renewed focus on gold amid changing sentiment in the markets, particularly following a hawkish FOMC stance…
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…