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
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To what extent is the rise in long-dated rates attributable to AI?
Articles To what extent is the rise in long-dated rates attributable to AI? Published 12:30 Credit Rates TMT AI Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Probably 20% of the total influences. And of that, 70% reflects productivity and 25% is AI
France’s budget offers no quick relief for bond markets
Articles France’s budget offers no quick relief for bond markets Published 11:40 France Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download France’s fiscal package would prevent the deficit from reaching 6.5% of GDP next year, but it would not stabi
Czech manufacturing supported by new orders and strong hiring
Older quick take Quick take Published 11:20 Czech Republic Czech manufacturing supported by new orders and strong hiring The Czech industrial PMI remains firmly in expansionary territory, despite a soft correction. Strong hiring is good news for the economy, while low pricing pow
Monitoring Bulgaria: From euro adoption to the fiscal test
Articles Monitoring Bulgaria: From euro adoption to the fiscal test Published 10:25 Bulgaria Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Bulgaria has carried solid domestic momentum into the second half of 2026, even as elevated inflation, a wider