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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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Goldman Cuts Yen Forecast to 165 Per US Dollar, Likes Carry Trades - Forex Factory
Goldman Cuts Yen Forecast to 165 Per US Dollar, Likes Carry Trades Forex Factory
German IP May26
Older quick take Quick take 06:55 German IP May26 Today’s industrial production data provides a cold shower for our long-held view of at least a cyclical rebound in German industry Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Carsten Brzeski Global
Hedge funds turn bearish on yen as currency nears 40-year low, supercharging carry trades - Crypto Briefing
Hedge funds turn bearish on yen as currency nears 40-year low, supercharging carry trades Crypto Briefing
The US Blockade of Iran after Six Weeks
Much of the commentary on the US blockade says it's failed, but that's total nonsense
ECBs Lane:Monetary policy decisions will continue to be made on a meeting-by-meeting basis
ECBs Lane gave a speech at a Dinner event. Below are the main commentary on the Economy/Policy. Supply-driven energy shocks hurt euro area growth: Lane said oil-price increases caused by supply disruptions — especially geopolitical events — tend to lower euro area GDP growth by a