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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
Live cross-firm bank consensus across 30 desks — FX, oil & gold
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Path: /research/commentary/gmail%3A40b4e756ecc1418d94dd39fac4e3eda1%40slgnt.eu
From sports to pop culture: Prediction markets $1 trillion bet
Convergence of brokers, betting and prediction markets Prediction markets (PMs) have exploded in popularity over the past year, with volumes doubling since the start of May. By some measures, prediction markets are already approaching the scale of online sports betting. Julie Hoo
RBC bumps up Canadian and US growth forecasts, sees Fed and BoC frozen through 2026
RBC raised its Q2 Canadian GDP tracking estimate to 2.2% annualized from 1.7% previously. After two quarters of stagnation, the drivers are the usual suspects: resilient household spending (impressive given what gasoline prices did to buying power this spring), recovering busines
Poland’s current account deficit narrows in May amid softer imports
Older quick take Quick take Published 14:48 Poland Poland’s current account deficit narrows in May amid softer imports Poland’s external imbalance came in below our forecast and market expectations as import growth fell short of forecasts. The external imbalance remains nar
Positive structural case for EM won’t collapse under a few Fed hikes
EM resilience tested by Fed, fueled by long-term flows Emerging market equities have more than doubled the S&P 500's return year-to-date, and have held up well despite rising Fed hike expectations and a stronger US dollar. In this episode, David Hauner explains why he remains str