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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
Live cross-firm bank consensus across 35 desks — FX, oil & gold
View bank forecastsResearching this URL
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Global Rates & FX Views: NFP & refunding review
Please join Sphia Salim in conversation with Aditya Bhave, Mark Cabana and Meghan Swiber post-payrolls and US Treasury refunding. Given the limited guidance at last week's FOMC meeting and resulting US curve steepening, data has become an even stronger focal point for markets. We
Global Commodities: Miraculous recovery
For the last few months, our focus has understandably been on oil and history's largest supply disruption. While we have spoken extensively about inventories and demand, one other component played a role - the positive supply response outside of the Middle East. Speaker: Natasha
Global FX: Payrolls a setback to USD; still constructive on carry post-JPY intervention
This week, our Global FX Strategists assess the impact NFP for the dollar in the wake of last week’s FOMC outcome and JPY intervention. We also expand on the carry trade’s resilience despite yen vol, and conclude with the latest news from the Euro bloc of currencies. Speakers: Pa
US joining JPY intervention matters but policy & fundamentals matter more
Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down with James Roulston in FX Institutional Sales to discuss the FX and rates impact following the much weaker than expected US jobs report. Derek also outlines the implications for USD/JPY foll