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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Philippines’ central bank stays hawkish as inflation risks remain elevated
Older quick take Quick take Published 10:45 Philippines Philippines’ central bank stays hawkish as inflation risks remain elevated The BSP raised rates by 25bp to 5.0% and struck a hawkish tone, upgrading its 2027 inflation forecast amid concerns over El Niño-related food
Eurozone bank lending growth accelerated in July
Older quick take Quick take Published 09:20 Eurozone bank lending growth accelerated in July Despite economic uncertainty, bank lending growth to households and, in particular, corporates, increased in July. Continued moderate economic growth in the second half of the year is sti
FX Daily: September Fed conundrum remains
Articles FX Daily: September Fed conundrum remains Published 08:00 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download We read yesterday’s PCE print as benign enough to stick to our call for no Fed hikes this year. But markets are still hawkish,
ING says Canadian dollar has further to fall on tariff chaos
ING's call sets up a bearish CAD view even after a period of relative currency resilience, arguing that markets are still applying a 2025 style playbook that assumes escalation gives way to negotiation and fades the initial FX reaction. That framework has kept CAD's underperforma