Global FX: Dollar down after Fed; central banks and US data center stage for FX next week
The desk argues that the recent decline in the US dollar is primarily a reaction to the Federal Reserve's latest policy signals and the evolving global…
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
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Load more →The desk argues that the recent decline in the US dollar is primarily a reaction to the Federal Reserve's latest policy signals and the evolving global…
The desk anticipates a significant oversupply in the global oil market, which is expected to exert downward pressure on prices through 2026 and 2027. Per the…
The desk anticipates increased volatility in the FX markets as the focus shifts from the recent FOMC meeting to upcoming decisions from the BoJ and BoE. Per…
The desk anticipates continued volatility in the EUR/USD pair as Rabobank's outlook for 2026 remains uncertain, suggesting a choppy trading environment. Per…
Lead — The desk anticipates a cautious approach from the Federal Reserve following the recent economic projections released from the December 9-10 FOMC…
UBS expects the U.S. dollar to face significant headwinds as it approaches the end of the year. Factors contributing to this outlook include increasing market…
Goldman Sachs has published a sensational FX forecast for 2026 that it claims could reshape global markets. The headline suggests a shocking departure from…
Bank of America maintains a bullish outlook on the euro, forecasting strength through 2026, driven by improving Eurozone growth dynamics and a hawkish ECB…
The desk anticipates that GBP/USD could face resistance around the 1.35-1.36 range, as highlighted in the recent Goldman Sachs analysis. This projection aligns…
BofA's end-2026 EUR/USD forecast of 1.22 aligns with the consensus median of 1.22 but sits slightly below the most bullish calls from Goldman and Deutsche Bank…
J.P. Morgan's 2026 market outlook emphasizes a multidimensional polarization, suggesting an evolving landscape in the FX market as economic conditions diverge…
Citi expects GBP/USD to reach 1.34 over the next 1-3 months, reflecting a bullish view on sterling supported by improving UK economic data and potential Bank…
UBS's recent analysis highlights notable movements in the Swiss Franc, particularly emphasizing the performance of key currency pairs like GBP/CHF, USD/CHF,…
The desk asserts that the divergence in commodity price movements signals a significant shift in market dynamics, with supply-constrained metals outperforming…
The desk is cautiously optimistic about the potential for USD/JPY to continue its downward trajectory as expectations for a Bank of Japan (BoJ) rate hike gain…
Bank of America (BofA) has made a contrarian forecast, predicting a rise for the Pound Sterling against the Euro by 2026. This outlook runs counter to…
Barclays is projecting that Europe will see a new class of outperformers by 2026, driven by several key economic and geopolitical factors. This view suggests a…
Goldman Sachs has cautioned that the Pound Sterling will continue to encounter substantial headwinds, emphasizing a challenging macroeconomic landscape. The…
The desk believes that while the Brazilian Real (BRL) offers a compelling carry advantage, it may not be sufficient to mitigate the risks anticipated for 2026.…
Goldman Sachs has issued a bullish forecast for the GBP/EUR pair, projecting a target of 1.11 within the next twelve months. This outlook suggests a…
Barclays believes that the recent rally of the Pound Sterling against the Euro has potential for further appreciation. This perspective is rooted in both…
Goldman Sachs argues that the anticipated weakness of the Indian Rupee (INR) is overstated and that the currency is likely to remain rangebound in the near…
Bank of America has put forth a bullish forecast for GBP/USD, predicting it will reach 1.45 by the end of 2026. This outlook suggests significant appreciation…
Deutsche Bank's projection for the GBP/EUR exchange rate indicates a weakening of the pound against the euro, forecasting a rate of 1.11 by 2027. This suggests…
Morgan Stanley's forecast for gold prices to reach $4,500 by mid-2026 reflects an ongoing bullish sentiment in the precious metals market. This target suggests…
The desk sees the Japanese yen at a critical juncture, particularly as it hovers near the psychologically significant level of 156 against the dollar. Per the…
The desk anticipates a deeper pullback for the New Zealand dollar against the yen following a recent rally that appears to be losing momentum. Per the full…
The desk anticipates a bearish outlook for the USD, forecasting a shift towards bullish beta across major currency pairs. Per the full note from J.P. Morgan,…
The desk anticipates subdued FX volatility extending into 2026, driven by resilient US economic growth and a lack of significant central bank activity. Per the…
The desk argues that fiscal concerns are significantly influencing GBP and JPY performance, particularly in light of the recent UK budget and the potential for…
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.