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.
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Load more →ING expects EUR/USD to climb back to 1.15 in July, arguing that US payrolls above 100k are already priced in and further USD rallies should be faded. The desk…
The record-breaking heatwave in Europe acts as a catalyst for economic downward revision, reinforcing concerns around growth and productivity. As a leading…
Per the full note [source], the desk believes that Colombia's central bank, Banco de la República (BanRep), does not need to pursue further rate hikes due to…
The oil market's muted response to escalating US-Iran tensions suggests a prevailing optimism surrounding supply recovery, despite significant geopolitical…
The desk posits that a recent increase in oil flows through the Strait of Hormuz has led to downward pressure on prices, highlighting a reliance on demand…
The desk anticipates that the Federal Reserve's commitment to a hawkish stance will continue to shape the U.S. interest rate landscape, potentially leading to…
The meeting of North American leaders at the Brookings Institution has sparked new expectations around CUSMA negotiations, indicating a more combative approach…
The desk notes that the emerging market (EM) fixed income landscape is evolving rapidly, primarily influenced by macroeconomic shifts and central bank…
In their latest review, J.P. Morgan's Global FX Strategists highlight pivotal market dynamics affecting key currencies, particularly focusing on the upcoming…
The USD looks set for further strength amid diverging monetary policies and ongoing political uncertainties in the UK, as articulated by MUFG analysts. Per the…
The latest Italian confidence data presents a nuanced picture of consumer and business sentiment, with pressures from geopolitical tensions possibly weighing…
The desk anticipates positive market sentiment following the upcoming US jobs data release, as noted in the commentary, which highlights the potential for a…
The desk is cautious on Yen intervention in the near term due to a lack of clear backing from the U.S. government, as highlighted by Citi in the research…
The desk assesses that declines in technology stocks, highlighted by the 8% drop in South Korean equities that halted trading, reflect deeper market concerns…
The desk posits that Nordea's partnership with European Energy will serve as a pivotal benchmark for financing renewable energy projects in Europe,…
The desk posits that the recent USD rally appears to be losing momentum, driven by a lack of upward traction despite a backdrop of shaky risk sentiment. Per…
The desk anticipates continued downward pressure on Eurozone rates, reflecting broader market dynamics and a subdued economic outlook. Per the full note from…
As we approach critical economic data releases in Asia, the focus will pivot to inflation metrics and manufacturing indices that could impact regional…
The Bank of Japan's (BoJ) hawkish tilt is gaining traction amidst rising inflation signals from Tokyo. As Tokyo's core CPI inflation rose to 1.9% in June,…
Lead — Recent developments in the Strait of Hormuz have highlighted the fragility of oil supply lines, leading to a brief recovery in oil prices despite…
Per the full note [ubs-on-air], net-lease investing structures leases so tenants bear operating expenses, contrasting with gross leases. The market is large…
In the current landscape of the US data centre industry, significant shifts driven by AI technology are highlighting crucial trends that institutional…
The Hungarian labour market showed signs of positive movement in May, with employment rising more than anticipated along with a drop in the unemployment rate…
The Czech National Bank (CNB) has raised its policy rate to 3.75%, citing pro-inflationary domestic factors such as strong wage growth, elevated core…
The desk views increased repricing risk at the front end of the rate curve given the recent stabilizing oil prices and their impact on inflation expectations.…
The desk interprets today's commentary from UBS regarding crude oil prices as indicative of potential volatility in energy markets, particularly affecting…
The desk interprets current market dynamics as a moment of stabilization for the euro, anticipating a potential rebound against a strong dollar. Per the full…
The desk believes that the upcoming transition of over €900 billion in Dutch pension assets in 2027 sets the stage for a notable curve steepening in the EUR…
The German housing market is demonstrating a surprising degree of resilience amid rising interest rates and geopolitical tensions, as outlined in the latest…
The desk interprets Standard Chartered's insights as supportive of a market recovery despite geopolitical turmoil, suggesting that recent de-escalation in the…