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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.
See how the Federal Reserve outlook moves the USD bank consensus across 30 desks
View Federal Reserve outlookResearching this URL
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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
FX Daily: Dollar upside risks are rising rapidly
Articles FX Daily: Dollar upside risks are rising rapidly Published 07:50 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Crude has jumped, but still isn’t fully pricing in a fully-fledged new supply shock, meaning short-term risks remain on
UBS On-Air: Paul Donovan Daily Audio 'Free or fee'
US President Trump had declared the Strait of Hormuz open for free. Now Trump has declared it open for a 20% fee. Shipping data suggests there was less-than-universal belief in free safe passage through Hormuz on Monday. It is unlikely ships will go full steam ahead to take the s
Monitoring Hungary: Is it time to be optimistic again?
Articles Monitoring Hungary: Is it time to be optimistic again? Published 07:20 Hungary Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download In our latest update, we explore the impact of the recent positive data flow and what the 'stop-and-go' cycles of g