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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/evening-wrap-asx-200-posts-a-second-straight-100-point-gain-bp0etw
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
Yen: Why Bessent backs himself for successful intervention
Opinions Opinion by Chris Turner Yen: Why Bessent backs himself for successful intervention Published 07:10 FX United States In a recent podcast , I drew the conclusion that US Treasury Secretary Scott Bessent fancies his chances of the recent FX intervention being successful. We
Goldman Sachs: labour market "not that interesting" as inflation dominates Fed debate
Last week's in-line CPI print triggered a modest bond rally, with pricing for the Fed's September meeting easing slightly, according to Goldman Sachs. A cooler than expected PPI reading then helped push the S&P 500 to a record closing high last Thursday. Goldman flags that heavy
Global Rates & FX Views: August summer guide
Please join our rates & FX strategists to discuss key risk events in the second half of August. We will also update our core rate & FX views for the remainder of the summer. Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and globa