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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 39 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 39 institutional desks. No promotion.
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Morgan Stanley flags AI as a new risk for the Australian dollar after Democratic sweep
Morgan Stanley’s view makes the Australian dollar a cleaner way to trade AI sentiment in FX, which could leave it reacting more to Nasdaq swings than to domestic data in the near term. Today’s China trade data matters as a separate driver, since strong export demand linked to AI
Morgan Stanley says buy the AI dip, sees $3.4 trillion in hyperscaler spending through 2028 - investingLive
Morgan Stanley says buy the AI dip, sees $3.4 trillion in hyperscaler spending through 2028 investingLive
ESCO Technologies stock: JPMorgan cuts target to USD 350 - ad-hoc-news.de
ESCO Technologies stock: JPMorgan cuts target to USD 350 ad-hoc-news.de
Tech now accounts for two-thirds of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for two-thirds of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in September i
Tech now accounts for three-quarters of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for three-quarters of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in Septemb
Fed’s Collins backs another rate hike by year-end, flags three inflation pressures
Collins’ remarks reinforce expectations of another quarter-point rise before year-end, with recent Fed commentary leaning towards December rather than this month’s meeting. That should keep front-end Treasury yields supported and limit room for a sustained dollar pullback while h
Weekly Economic Commentary 5 Oct 2026 - Westpac IQ
Weekly Economic Commentary 5 Oct 2026 Westpac IQ
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