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FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
See how the Federal Reserve outlook moves the USD bank consensus across 37 desks
View Federal Reserve outlookResearching this URL
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Global FX: Spilled OATs, Payrolls, Risks to carry
Meera Chandan, Patrick Locke and James Nelligan unpack the FX spillover from OATs and potential hedges, as well as take-aways from the US payrolls report. This podcast was recorded on 02 October 2026. This communication is provided for information purposes only. Institutional cli
Global Rates: Mixed themes in European rates – Euro area sovereign spreads and France, seasonality in DM rates, cross-currency basis update and UK rate markets
In this podcast Francis Diamond, Aditya Chordia, Khagendra Gupta and Elisabetta Ferrara discuss recent dynamics in Euro area sovereign spreads and in particular France, seasonality in DM rate markets, cross-currency basis and UK rates markets ahead of the budget This podcast was
Global Rates - Increasing risk of CTD switches in UST and Eurex futures
In this podcast Khagendra Gupta and Ipek Ozil discuss increasing risk of CTD switches in UST and Eurex futures and their implications on hedging needs. Speakers: Khagendra Gupta, European Rates Strategy Ipek Ozil, Head of U.S. Interest Rate Derivatives Strategy This podcast was r
Are spillovers for the FX market from the global bond market sell-off getting bigger?
Lee Hardman, Senior Currency Analyst, and Abdul-Ahad Lockhart, Currency Analyst, discuss how the FX market is being increasingly impacted by the global market sell-off. How are FX option flows changing in response to renewed fragmentation risks in the euro-zone?
Cooler US jobs growth supports a Federal Reserve pause in October
Articles Cooler US jobs growth supports a Federal Reserve pause in October Published 14:10 United States Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download In the wake of dovish-leaning comments from the Fed leadership and softer-than-anticipated inflati
CEE & CCA week ahead: Polish rate decision and inflation data across Central Europe
Articles CEE & CCA week ahead: Polish rate decision and inflation data across Central Europe Published 11:25 Czech Republic Hungary Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Poland is expected to leave rates unchanged next week, while Hungary, t