Loading…
FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
Live cross-firm bank consensus across 36 desks — FX, oil & gold
View bank forecastsResearching this URL
We’re aggregating cross-firm research for this URL. Coverage publishes once our desk has synthesised enough material from the firms we track. Check back shortly — in the meantime, the latest commentary and firm views below are always live.
Path: /research/commentary/australia-may-cpi-preview-fuel-drag-to-mask-sticky-py9wad
FX Daily: Lower energy helps Bessent’s plans
Articles FX Daily: Lower energy helps Bessent’s plans Published 07:45 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Whether lower energy prices were part of Scott Bessent's 'asymmetric information' included in his plans to support long-end Treasu
The Commodities Feed: Oil falls as Strait of Hormuz talks advance
Articles The Commodities Feed: Oil falls as Strait of Hormuz talks advance Published 02:46 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Oil prices remain under downward pressure as Iran and Oman talks on the Strait of Hormuz move
Top of the Morning: CEO Macro Briefing Book - Insights on AI
This special edition of the CEO Macro Briefing Book presentation series outlines how businesses are embracing AI adoption, the implications of AI usage to operating efficiency, the evolving regulatory and political landscape surrounding AI heading into the US midterm elections, a
Rates Spark: An uneasy calm
Articles Rates Spark: An uneasy calm Published 16:55 Rates Spark Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download US Treasury long-end buyback talk continues to reverberate, but will slowly morph toward a front-end focus as we wind up towards Jackson H
Trump wants to bring aluminium home, but it won’t be easy
Opinions Opinion by Ewa Manthey Trump wants to bring aluminium home, but it won’t be easy Published 14:14 Commodities, Food & Agri President Donald Trump says the US “desperately needs” aluminium. His comments highlight the limits of the administration’s tariff-
German Ifo index is more evidence of the economy’s resilience
Older quick take Quick take Published 09:30 Germany German Ifo index is more evidence of the economy’s resilience Despite the obvious headwinds from low water levels, the never-ending war in the Middle East and the struggle to implement the announced reforms, the German economy h