FX BANK FORECAST · COVERAGE
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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.
21 investment banks see GBP/USD at 1.3551 by Dec 2026
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Goldman calls September Fed hike very unlikely as inflation eases
Goldman's call, if it proves right, would extend the reset already underway in market pricing, where hike odds for September have fallen to around 30% and the next expected move has been pushed from December to January following softer July inflation data. Hatzius's argument rest
Morgan Stanley targets EUR/AUD at 1.53, backs Aussie dollar carry trade
The rate differential underpinning this call has widened materially over 2026, with the RBA delivering three 25 basis point hikes this year to take the cash rate to 4.35 per cent, against a single ECB move in June that lifted the deposit rate to 2.25 per cent after nearly three y
Must Read Research: AI Financing, Convertibles, AI and Labor, Australian LNGs
In this episode of Must Read Research on Global Research Unlocked, Candace Browning follows the flow of capital through the artificial intelligence ecosystem to explore where investment, adoption, and infrastructure spending are having the biggest impact. We examine how new chip-
Top of the Morning: CIO Strategy Snapshot - Holland days
We are in the home stretch of peak summer vacation season and that has translated to a calm in the markets. Economic data, however, continues to roll in with potential implications for the course of Fed monetary policy. Jason Draho, Head of Asset Allocation Americas from the UBS