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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 32 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 32 institutional desks. No promotion.
Live cross-firm bank consensus across 32 desks — FX, oil & gold
View bank forecastsResearching this URL
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SME exports: Destinations, dollars and opportunities
~~~~~~~~~~~~~~~ Bank of America ~~~~~~~~~~~~~~~ SME exports: Destinations, dollars and opportunities Small and medium-sized exporters have seen a surge in foreign currency revenues. Only a small share of US sm
German Ifo index improves for third consecutive month in July
Older quick take Quick take Published 09:25 Germany German Ifo index improves for third consecutive month in July At face value, the increase in the Ifo index is promising news for the German economy. However, in these highly volatile geopolitical times, even leading indicators h
Bank of England some way off a rate hike despite energy price spike
Articles Bank of England some way off a rate hike despite energy price spike Published 08:55 United Kingdom Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The Bank of England is poised to keep rates on hold on 30 July despite a rise in energy prices.
Bank Indonesia’s leadership change – continuity or shifting priorities?
Older quick take Quick take Published 08:36 Bank Indonesia’s leadership change – continuity or shifting priorities? A surprise resignation from Bank Indonesia's governor introduces fresh policy uncertainty at a time when investor sentiment toward Indonesian assets was improving.
UBS On-Air: Paul Donovan Daily Audio 'Oil’s tariff playbook'
The policy pattern of the trade war is echoed in the policy pattern of the ongoing Gulf war. In 2025, US threats over tariffs provoked market reactions, leading to a policy retreat in the face of those reactions. Escalating Gulf violence pushed oil prices over USD100/barrel, lead
FX Daily: Pre-FOMC positioning may favour the dollar
Articles FX Daily: Pre-FOMC positioning may favour the dollar Published 07:42 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The Fed should keep rates on hold on Wednesday, but Chair Kevin Warsh’s opposition to forward guidance may encourage