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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The Commodities Feed: Oil steadies as Middle East tensions linger
Articles The Commodities Feed: Oil steadies as Middle East tensions linger Published 07:37 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Crude oil prices recovered this morning, clawing back some of yesterday’s losses as pers
FX Daily: Hawkish Fedspeak breaks oil-USD link
Articles FX Daily: Hawkish Fedspeak breaks oil-USD link Published 07:32 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download While oil prices declined and global equities rallied, the dollar had a strong start to the week. That’s primarily thanks
Fed rate hike bets support the US dollar, but how much further can it run?
The dollar is finally starting to respond more convincingly to the shift in the rates backdrop, and both ANZ and Credit Agricole see reasons for that support to extend in the near-term. However, there is a subtle difference in the way that they are framing the move. ANZ says it e
10 takeaways from the Canada Investment Summit
RBC Royal Bank https://click.website.rbc.com/?qs=ABB7InYiOjEsImQiOjUwMDZ9AAQAAAAAAZ2hFJMI1YThm_jElUJAmuZDO4QYaiskCHjgThoEeGsE3PSQeQvDyYtzotq2c2JiLZqzCGm0GywEfPCn-TdOsWNPO6wdD3PMcQ View Online
Top of the Morning: CIO Strategy Snapshot - Being Kevin Warsh
With one source of uncertainty having been removed in the near-term, following last week’s Fed rate hike, there remain other risk factors on the minds of investors. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, outlines those risks, shares a
Rates Spark: Time not on France’s side
Articles Rates Spark: Time not on France’s side Published 16:51 Rates Spark Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The spread between 10Y French government bonds (OATs) and German Bunds has tightened below 100bp again, but we see more upside