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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
View bank forecastsResearching this URL
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Path: /research/commentary/global-banks-revise-outlook-on-turkish-economy-following-v4eplj
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German Ifo index is more evidence of the economy’s resilience
Older quick take Quick take Published 09:30 Germany German Ifo index is more evidence of the economy’s resilience Despite the obvious headwinds from low water levels, the never-ending war in the Middle East and the struggle to implement the announced reforms, the German economy h
FX Daily: Dollar caught between many fronts
Articles FX Daily: Dollar caught between many fronts Published 07:50 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The dollar is starting the week on a firm footing, juggling several drivers at once: the bond market remains a key focus, while tra
Germany’s hot political autumn
Articles Germany’s hot political autumn Published 07:10 Germany Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The weather is cooling in Germany, but politics is heating up. Three state elections in a fortnight now decide how much authority the Merz
Europe’s Pitch Book: Doomed by demographics?
Opinions Opinion by Marieke Blom Europe’s Pitch Book: Doomed by demographics? Published 07:00 Europe’s ageing problem clearly poses economic challenges. But the conventional view often overlooks the continent’s large, untapped labour reserves. The participation of wom
The Commodities Feed: Oil shrugs off Bessent’s ‘D-day’ plan for Iran
Articles The Commodities Feed: Oil shrugs off Bessent’s ‘D-day’ plan for Iran Published 03:23 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Oil prices drifted lower yesterday despite renewed US plans to tighten economic pressure on
MUFG sees yen risk skewed weaker despite 80% BOJ hike odds
The disconnect MUFG highlights, hike odds near 80% without corresponding yen buying, points to a market that has priced in tightening ahead of any clear signal from the BOJ itself, leaving the currency vulnerable if the central bank either delivers less than expected or pushes ba