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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
Live cross-firm bank consensus across 38 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/gold-rises-as-softer-dollar-and-cooling-oil-prices-improve-sug25y
Global Rates & FX Views: Global bond selloff & credit impact
Please join Sphia Salim in discussion with Ralf Preusser and Meghan Swiber alongside our colleagues from credit (Neha Khoda, Head of US credit strategy and Barnaby Martin, Head of European credit strategy). We will explore the nature of the recent extension in the global govt bon
Global Commodities: Dancing in the Dark
Oil is flowing, and natural gas might be starting to follow suit. LNG tanker crossings have posted the busiest week since March, dragging Qatar’s estimated liquefaction capacity utilization to the highest level since the war began. But can this continue? Speaker: Otar Dgebuadze,
Global FX: Contemplating a rotation amongst funders; outlook for BRL
Our Global FX Strategists Pat Locke, Meera Chandan, Tania Escobedo & James Nelligan break down the biggest event of the week - Brazil’s first-round election - and the implications for BRL. They then discuss the outlook for EUR with European spreads at still-high levels, and what
Is the coast clear for further USD strength?
Lee Hardman, Senior Currency Analyst, and Abdul-Ahad Lockhart, Currency Analyst, discuss the key data releases and events in the week ahead for the USD. Are short-term economic fundamentals aligned for further USD strength?