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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.
Live cross-firm bank consensus across 39 desks — FX, oil & gold
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Pound to Dollar Forecast: Sterling Recovers as ING Warns of Dollar Correction - CurrencyNews.co.uk
Pound to Dollar Forecast: Sterling Recovers as ING Warns of Dollar Correction CurrencyNews.co.uk
Southern Copper stock: UBS lifts rating after monthly selloff - ad-hoc-news.de
Southern Copper stock: UBS lifts rating after monthly selloff ad-hoc-news.de
ECB’s Lane says the bar for directional rate guidance is high
Comments from the ECB’s Lane on inflation and policy guidance crossed the wires. We put a very high premium on consensus, would be difficult with dots. I would put high bar on directional forward guidance now. Important that ECB has an instrument for multiple equilibriums on bond
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