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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
View bank forecastsResearching this URL
We’re aggregating cross-firm research for this URL. Coverage publishes once our desk has synthesised enough material from the firms we track. Check back shortly — in the meantime, the latest commentary and firm views below are always live.
Path: /research/commentary/economics-week-ahead-action-forex-guuk8q
Can Venezuelan oil displace the oilsands?
RBC Royal Bank https://click.website.rbc.com/?qs=ABB7InYiOjEsImQiOjQ5ODl9AAQAAAAAAXTD2THZM5ZTl3Pclj08a-vuFdUol4rA5Nb3jNiqHy0vSC1YN1Uzd53eGHnkp6sPv4Cvr96ZRzw3tBNIXOuBN8UOWR0uATvf View Online
Global Rates & FX Views: NFP: what it means for US rates & USD
Please join Sphia Salim in conversation with Shruti Mishra, Meghan Swiber and Alex Cohen post-payrolls report. We will discuss how relevant it is for the Sep Fed decision relative to CPI next week, and implications for US rates & the USD in a context where long-dated US yields co
Global FX: Dollar Debate Corner (again), Yen, RBNZ/RBA
Meera Chandan, Arindam Sandilya and team debate the dollar outlook (again) following the firm employment report. Yen developments on GPIF/ BoJ are discussed, as well as latest developments on the Antipodeans. Speakers Meera Chandan, Global FX Strategy Arindam Sandilya, Global FX
Global Rates: European Rate Markets – ECB meeting and European curves
In this podcast Francis Diamond and Khagendra Gupta discuss the upcoming ECB meeting and thoughts on the EUR and UK curves. This podcast was recorded on 04 September 2026. This communication is provided for information purposes only. Institutional clients can view the related rep
Are fundamental drivers falling into place for a stronger JPY?
Lee Hardman, Senior Currency Analyst, and Henry Cook, Senior Economist, discuss what has been behind the JPY’s recent rebound and whether it is likely to continue. In addition, they discuss the outlook for ECB policy ahead of next week’s meeting.
THINK Ahead: Why Kevin Warsh is wrong about inflation
Opinions Opinion by James Smith THINK Ahead: Why Kevin Warsh is wrong about inflation Published 14:20 The Fed Chair made it clear at Jackson Hole that underlying inflation is not improving. But this is simply not what the data is telling us, writes James Smith . A rate hike may b