Loading…
FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
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
View bank forecastsResearching this URL
We’re aggregating cross-firm research for this URL. Coverage publishes once our desk has synthesised enough material from the firms we track. Check back shortly — in the meantime, the latest commentary and firm views below are always live.
Path: /research/commentary/fxa-a-pure-play-on-the-australian-dollar-nysearca-fxa-wgfleh
Rates Spark: Hawkish ECB not helping French government bonds
Articles Rates Spark: Hawkish ECB not helping French government bonds Yesterday, 16:57 Rates Spark Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download French government bond (OAT) spreads face more widening pressure as political uncertainty adds to the pr
Can the AI buildout keep building?
~~~~~~~~~~~~~~~ Bank of America ~~~~~~~~~~~~~~~ Can the AI buildout keep building? Capital is still flowing to AI, but the next phase will depend on turning spending into measurable value. The AI infrastructur
ECB is gradually shifting towards a September rate hike
Older quick take Quick take Published 13:00 ECB is gradually shifting towards a September rate hike The minutes of the ECB’s July meeting suggest that the ECB is still struggling with how to react to a textbook supply-side shock. However, the number of ECB members supportiv
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