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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.
Live cross-firm bank consensus across 36 desks — FX, oil & gold
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Path: /research/commentary/canadian-dollar-set-to-converge-at-1-38-against-us-dollar-7bldez
Construction pricing heats up in the Czech Republic
Older quick take Quick take Published 09:46 Czech Republic Construction pricing heats up in the Czech Republic Price growth in construction remains upbeat, mainly due to accelerating construction material prices. Meanwhile, the annual decline of prices for non-durable consumer go
UBS On-Air: Paul Donovan Daily Audio 'Growth and delays'
Japan’s preliminary second-quarter GDP data was weaker than expected—though the headline changes were exaggerated by the fiction of annualization. Consumer spending weighed on the growth rate. While international investors have been eager to see the Bank of Japan as being too lat
China’s growth imbalance worsened with domestic activity slowing in July
Articles China’s growth imbalance worsened with domestic activity slowing in July Published 08:49 China Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download We had another month of disappointing data in July as domestic activity fell short of forecasts acr
The Commodities Feed: Oil near $90 on escalating Middle East risks
Articles The Commodities Feed: Oil near $90 on escalating Middle East risks Published 08:12 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Oil remains supported near $90/bbl by Middle East tensions and attacks on vessels in the Stra
FX Daily: Porridge cools for goldilocks
Articles FX Daily: Porridge cools for goldilocks Published 08:01 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download A slightly cooler run of US data recently has cut the chances of a Fed hike in September. Lower short-dated US rates and a mildly weake
Rates Spark: Long-end risks, ECB conviction and UK data tests
Articles Rates Spark: Long-end risks, ECB conviction and UK data tests Published 07:30 Rates Spark Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Lower Fed hike odds have calmed front-end USD rates, but long-end Treasuries remain vulnerable to higher