FX Flow · Live
Bank research, central-bank press, and macro Substacks ingested every 15 minutes. Tagged by firm and pair, ordered most-recent first. Click any row to read the source.
- []BOFA GLOBAL RESEARCHBofA“Task force hawkish”→
- []ING THINKING“Aluminium deficit persists despite easing Middle East tensions”→
- []UBS ON AIRUbs“Top of the Morning: The Great Wealth Transfer - An introduction”→
- []ING THINKING“Polish activity data slows further in 2Q but 3.4% growth still achievable for 2026”→
- []UBS ON AIRUbs“UBS On-Air: Paul Donovan Daily Audio 'Sticking with the optimistic bias'”→
- []ING THINKINGEUR/GBPEUR/USDGBP/USD“FX Daily: Lack of GBP political premium cuts both ways”→
- []ING THINKING“ING lifts South Korea 2026 GDP growth forecast to 4% from 3%”→
- []ING THINKING“Germany’s reform train is picking up steam”→
- []ING THINKING“The Commodities Feed: Oil rises amid shaky start to US-Iran ceasefire”→
- []RBC THOUGHT LEADERSHIPRbc“Trade Zone: How energy markets could shape up post-Hormuz”→
- []UBS ON AIRUbs“Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook”→
- []JPMORGAN GLOBAL RESEARCHJPM“Global FX: Bullish Beta, Bullish Dollar”→
- []JPMORGAN GLOBAL RESEARCHJPM“Global FX: 2H Vol Outlook: Carry the Day, Vol the Tail”→
- []MUFG EMEAMUFG“FX Crosscurrents: The Impact of Global Central Bank Decisions”→
- []JPMORGAN GLOBAL RESEARCHJPM“Global Rates: Scandi and BoE Central Bank wrap up, UK politics (again)”→
- []ING THINKING“Belgian housing market starts 2026 strong, but underlying dynamics soften”→
- []ING THINKING“THINK Ahead: The case for rate cuts”→
- []ING THINKING“Polish industrial production picks up May as K-shape split emerges”→
- []UBS ON AIRUbs“UBS On-Air: Paul Donovan Daily Audio 'Little of substance'”→
- []ING THINKINGEUR/GBPEUR/USDGBP/USD“FX Daily: US holiday offers Japan intervention window”→
- []ING THINKCommerzbankINGEUR/USDGBP/USDUSD/JPY“Rates Spark: Hawkish sentiment helps the long end stay anchored”→
- []ING THINKING“The Commodities Feed: Oil declines as Strait of Hormuz begins to normalise”→
- []ING THINKING“Why we don’t think the Fed will hike rates”→
- []ING THINKING“Asia week ahead: Tokyo CPI and effects of easing geopolitical risks in focus”→
- []JPMORGAN GLOBAL RESEARCHJPM“Global Commodities: Seeing the Invisible”→
- []JPMORGAN GLOBAL RESEARCHJPM“Global Rates: Inflation Markets in Europe, the UK and the US”→
- []UBS ON AIRUbs“Top of the Morning: June FOMC meeting recap & macro update”→
- []BANK OF AMERICA INSTITUTEBofA“Small Business Checkpoint: Glass half full”→
- []ING THINKING“Prospect of August hike in Norway can help the krone”→
- []ING THINKING“Czech National Bank hikes rates to keep inflation in check”→
- []ING THINKINGUSD/JPY“What the US-Iran peace deal means for Asia”→
- []ING THINKINGEUR/USD“What the US-Iran Memorandum of Understanding means for macro and markets”→
- []ING THINKINGEUR/USDGBP/USDUSD/JPY“Still king – why the petrodollar isn’t going anywhere soon”→
- []ING THINKING“Bank of England decision points to prolonged pause”→
- []JPMORGAN GLOBAL RESEARCHJPM“In Focus: G7 Summit”→
- []ING THINKING“National Bank of Hungary preview: Gradualism versus a stronger start”→
- []ING THINKING“Middle East conflict puts energy efficiency back at the heart of eurozone housing”→
- []ING THINKINGEUR/USDGBP/USDUSD/JPY“Iran peace deal not enough to halt tightening in the Philippines and Indonesia”→
- []NORDEA INSIGHTSNordea“Nordea’s mobile feature helps customers take control of their financial situation”→
- []ING THINKINGEUR/CHFUSD/CHF“Benign inflation keeps Swiss National Bank on hold”→
- []UBS ON AIRUbs“UBS On-Air: Paul Donovan Daily Audio 'Say more'”→
- []ING THINKING“UK jobs data keeps questioning the need for rate hikes”→
- []ING THINKINGEUR/CHFEUR/GBPEUR/USD“FX Daily: Dollar enjoys Fed’s hawkish adjustment”→
- []ING THINKING“The Commodities Feed: Oil falls as US-Iran sign deal”→
- []NORDEA INSIGHTSNordea“AI-powered research transforms our service for corporate clients”→
- []ING THINKINGEUR/USDGBP/USDUSD/CHF“Hawkish shift opens the door to Fed rate hikes”→
- []HSBC MACRO BRIEFHsbc“The Fed under new management”→
- []ING THINKINGEUR/USDGBP/USDUSD/JPY“Rates Spark: Warsh’s Fed takes inflation seriously”→
- []IN CONTEXT FROM J.P. MORGANJPMEUR/USD“A New Era”→
- []ING THINKING“Uzbekistan policy rate on hold, but cuts starting to look possible soon”→
FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.