European Rates: January supply and technical drivers in Euro area rates, UK rates update
The desk argues that European rates are poised for a significant shift in January, driven by supply dynamics and technical factors. Per the full note from J.P.…
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
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Load more →The desk argues that European rates are poised for a significant shift in January, driven by supply dynamics and technical factors. Per the full note from J.P.…
The desk believes that while the recent US military operation in Venezuela has not yet influenced global commodity markets, the potential for long-term impacts…
The desk believes that the recent US jobs data will lead to a stronger dollar as the Federal Reserve may adopt a more hawkish stance in response to the labor…
Citi recommends selling EUR/AUD targeting 1.68, reflecting bearish euro sentiment against the Australian dollar on diverging central bank policies and…
UBS argues that the Polish zloty is firm as market expectations for rate easing are already priced in, suggesting limited further upside for EUR/PLN from…
The desk anticipates a cautious economic landscape leading into 2026, emphasizing the need for stronger labor demand to support sustainable growth. Per the…
Bank of America recently projected that USD/JPY will maintain a level above 150 in the coming months, supporting an overall bullish sentiment for the pair.…
UBS has signaled that the outlook for the Pound Sterling remains challenging, forecasting another tough year as economic headwinds persist. Analysts emphasize…
The desk anticipates a depreciation of the Swedish Krona against both the USD and EUR by 2026, driven by expected shifts in monetary policy and economic…
The desk believes that despite potential headwinds for North American electric vehicle (EV) production, lithium demand remains robust, driven primarily by…
CitiGroup's forecast suggests that the EUR/USD pair could slide towards the 1.10 mark, indicating a bearish outlook on the Euro as economic pressures mount.…
The desk anticipates heightened volatility in GBP as local elections loom, suggesting a strategic sell-off in GBP options. Per the full note from Goldman…
The desk interprets Standard Chartered's recent commentary as a reminder of potential market disruptions in 2026, emphasizing that while these scenarios are…
The desk anticipates that emerging growth drivers will create an uneasy calm in global markets leading into 2026, as highlighted by Standard Chartered's recent…
The desk posits that by 2026, gold, Bitcoin, and the U.S. dollar will play pivotal roles in shaping market dynamics, driven by evolving institutional…
The desk posits that the easing of monetary policies by key central banks could lead to a weakening of the dollar against major currencies, particularly the…
The desk anticipates that the USD will remain resilient against major currencies in the near term, driven by robust US economic data and a cautious stance from…
UBS has offered a 2026 forecast for EUR/CHF and USD/CHF, projecting continued depreciation of the Swiss Franc. With the current spot at 0.8100, this aligns…
UBS's 2026 forecasts for EUR/CHF and USD/CHF, reported by Investing.com Nigeria, are broadly in line with the bearish consensus on CHF, though specifics were…
UBS's projection for the EUR/CHF and USD/CHF currency pairs suggests a gradual weakening of the Swiss Franc by the end of 2026. The forecasted targets are part…
Goldman Sachs has set an ambitious target for gold prices to reach $4,900 by December 2026. This projection reflects a significantly bullish outlook, driven…
UBS has provided a forecast for EUR/CHF and USD/CHF for the year 2026, imparting a significantly bearish outlook for both currency pairs. The analysis…
The desk anticipates a bullish outlook for the Swiss Franc, particularly against the Euro and the US Dollar, as UBS projects the EUR/CHF to reach 1.075 and the…
The desk emphasizes the importance of maintaining liquidity in the current US rates environment, particularly in light of recent economic data delays and the…
The desk posits that the current environment is exceptionally favorable for emerging market (EM) fixed income, driven by recent market developments and a…
MUFG has issued a sell recommendation on GBP/AUD with a target of 1.93, reflecting bearish sentiment on the pound relative to the Australian dollar.
The desk views the recent recovery of the Australian dollar against the pound as a reflection of renewed risk appetite, despite a disappointing jobs report…
Goldman Sachs is forecasting a significant decline in the U.S. dollar, particularly against the euro, predicting a target of 1.2500 for EUR/USD by December…
Morgan Stanley's gold price forecast argues that ETF exposure remains too low relative to 2026 fundamentals, suggesting further upside potential for XAU.
Goldman Sachs' recent forecast on EUR/USD indicates a renewed decline for the dollar, suggesting that the euro may regain ground as the Fed's tightening cycle…
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.