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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
Live cross-firm bank consensus across 37 desks — FX, oil & gold
View bank forecastsResearching this URL
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Global Commodities: Day 31 and beyond
Crude and natural gas markets have been volatile this week, driven by headlines of ceasefire talks and Saudi Arabian exports. However, most discussions revolved around the possibility of a US export ban on diesel. All told, a 30 day ban may work surprisingly well, at least initia
Global Rates & FX Views: Rates and inflation
Please join Ralf Preusser in discussion with Mark Capleton, Evelyn Herrmann, Stephen Juneau and Meghan Swiber. We will discuss the upcoming inflation prints in the Euro Area and the US. In light of the recent run up in commodity prices, inflation is back in the driving seat for c
Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
A fireside chat featuring Jeffrey Gundlach, Chief Executive Officer, Chief Investment Officer and Founder of DoubleLine Capital, hosted by Solita Marcelli, UBS Global Head of Investment Management, which covers the current market and macro environment, including thoughts on the U
Global FX: US diesel ban, dollar view, G10 central banks
Meera Chandan, Anezka Christovova, Pat Locke and Octavia Popescu unpack FX implications of a potential US diesel ban, the dollar view, and this week’s Scandi/ Swiss central banks. This podcast was recorded on 25 September 2026. This communication is provided for information purpo
Global Rates: Thoughts on long end EUR curve, SSAs and the recent Riksbank and Norges Bank meetings
In this podcast Francis Diamond, Khagendra Gupta and Matteo Mamprin discuss recent dynamics at the long end of the Euro curve, their latest views on SSAs and the recent Riksbank and Norges Bank meetings. This podcast was recorded on 25 September 2026. This communication is provid
Fixed Income contagion risks
Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down with Simon Mayes, Head of UK, Ireland & Swiss FX Corporate Sales to discuss the implications of the huge sell-off in fixed income over recent weeks. Derek highlights the growing risks of the