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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
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Path: /research/cmpec8nchb9cneovn3
France’s industrial momentum is fading
Articles France’s industrial momentum is fading 08:57 France Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Industry, the main engine of French growth, is losing steam while other growth drivers remain stalled Charlotte de Montpellier Manufacturing o
FX Daily: High alert on JPY intervention
Articles FX Daily: High alert on JPY intervention 08:08 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Softer US jobs data has weakened the dollar, but we do not see this as sufficient to extend USD losses on its own. We look for near-term stabili
Rates Spark: Resumed steepening impulse
Articles Rates Spark: Resumed steepening impulse 07:51 Rates Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Thursday's payrolls number prompted some steepening. We think there is more to come, as longer dated yields hold up while shorter dated yields
UBS sees Fed on hold as Warsh downplays inflation risk despite hike bets
UBS call that markets are overpricing Fed tightening. UBS see current elevated yields as a buying opportunity in short- to medium-maturity quality bonds rather than a level to fade. The disconnect between resilient headline jobs data and decelerating wage growth is central to UBS
The Commodities Feed: Oil under pressure amid rebound in Middle East flows
Articles The Commodities Feed: Oil under pressure amid rebound in Middle East flows 02:38 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The oil market is on target for a fourth consecutive week of declines as flows through the Stra
Post NFP Call
Please join Ralf Preusser in conversation with Aditya Bhave, Mark Cabana and Alex Cohen post-payrolls. Since Fed Chair Warsh is trying to move away from forward guidance, the importance of US data will only increase. We will discuss the outlook for the Fed, US rates and the USD i