Loading…
FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
Live cross-firm bank consensus across 35 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/gmail%3Ac0461b6d-9350-4909-b433-fb5f1fc5b73c%40las1s05mta0018.xt.local
Unpacking the AI Trade
Could AI be a success story for the entire market? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
US service sector remains robust, but hiring weakness persists
Older quick take Quick take Published 15:40 United States US service sector remains robust, but hiring weakness persists The ISM reports are consistent with 2.5% GDP growth, but they also suggest there is a lack of appetite to hire workers. Friday's jobs report may also be dampen
The Institute Employment Report: July 2026
~~~~~~~~~~~~~~~ Bank of America ~~~~~~~~~~~~~~~ The Institute Employment Report: July 2026 Lower-income households are seeing stronger job and after-tax wage growth in Bank of America data. Bank of America cus
Punchy fuel prices drive Czech inflation
Older quick take Quick take Published 11:40 Czech Republic Punchy fuel prices drive Czech inflation Inflation rose to 1.7% in July as expected by the market, as government measures to mitigate the impact of higher oil prices at fuel stations came to an end. Meanwhile, food prices