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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.
See how the Bank of Japan outlook moves the JPY bank consensus across 36 desks
View Bank of Japan outlookResearching this URL
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Path: /research/commentary/boj-to-signal-more-rate-hikes-as-yen-politics-fuel-va7nin
Goldman Sachs: labour market "not that interesting" as inflation dominates Fed debate
Last week's in-line CPI print triggered a modest bond rally, with pricing for the Fed's September meeting easing slightly, according to Goldman Sachs. A cooler than expected PPI reading then helped push the S&P 500 to a record closing high last Thursday. Goldman flags that heavy
Global Rates & FX Views: August summer guide
Please join our rates & FX strategists to discuss key risk events in the second half of August. We will also update our core rate & FX views for the remainder of the summer. Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and globa
How should I be positioned? with Richard Bernstein (Janus Henderson) and Jason Draho (UBS CIO)
Rich rejoins for a wide-ranging conversation with Jason that covers equity valuations, Q2 earnings reflections, Fed monetary policy, the US macroeconomic environment, and more. Plus, thoughts on portfolio positioning through year-end. Featured are Jason Draho, Head of Asset Alloc
Global FX: Debate Corner
The Global FX team debates multiple issues: the outlook for USD, yen, as well as the fate of cyclical low-yielders. Speakers Meera Chandan, Global FX Strategy Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy Octavia Popescu