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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
Live cross-firm bank consensus across 36 desks — FX, oil & gold
View bank forecastsResearching this URL
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Path: /research/commentary/gold-prices-surge-3-5-to-4-388-per-ounce-on-easing-m2rpk5
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Asia week ahead: Key data on Australia, China, India, Japan, Korea, Philippines
Articles Asia week ahead: Key data on Australia, China, India, Japan, Korea, Philippines Published 07:49 Asia week ahead Australia China Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download GDP releases from India and Australia are the main events, along w
FX Daily: Keeping an eye on the long end
Articles FX Daily: Keeping an eye on the long end Published 07:45 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download At the end of a quiet week in FX, the highlight today is a speech from Fed Chair Kevin Warsh at the Jackson Hole symposium. Given that
Jackson Hole preview: Fed Chair Warsh likely to skip September and December rate signals
If Morgan Stanley's read proves correct, traders hoping for explicit signals on a September move or the year end rate path may come away disappointed, reducing the odds of a sharp directional repricing immediately following the speech. Instead, market attention may shift toward p
The Commodities Feed: Oil prices up even as Hormuz flows increase
Articles The Commodities Feed: Oil prices up even as Hormuz flows increase Published 02:53 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Oil prices edged higher as prospects for renewed US-Iran talks diminished. Meanwhile, oil ship
Rates Spark: Hawkish ECB not helping French government bonds
Articles Rates Spark: Hawkish ECB not helping French government bonds Yesterday, 16:57 Rates Spark Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download French government bond (OAT) spreads face more widening pressure as political uncertainty adds to the pr
Can the AI buildout keep building?
~~~~~~~~~~~~~~~ Bank of America ~~~~~~~~~~~~~~~ Can the AI buildout keep building? Capital is still flowing to AI, but the next phase will depend on turning spending into measurable value. The AI infrastructur