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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
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Path: /research/commentary/marvell-stock-sinks-8-is-its-120b-google-deal-taking-too-im4nhn
On the move: Renovation over relocation?
~~~~~~~~~~~~~~~ Bank of America ~~~~~~~~~~~~~~~ On the move: Renovation over relocation? Moving is slowing across the US, but home-related spending remains resilient thanks to renters and renovations. American
Poland’s draft 2027 budget: Not great, not terrible
Articles Poland’s draft 2027 budget: Not great, not terrible Published 14:00 Poland Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Poland is on course to run the EU's largest fiscal deficit in 2027 at 7.1% of GDP. While the draft budget is not as irr
Italian confidence data improves further in August
Older quick take Quick take Published 12:55 Italy Italian confidence data improves further in August The improvement is widespread, affecting consumers and businesses alike, highlighting the resilience of the Italian economy and lending further support to our forecast of 0.9% GDP
Hungary’s labour market eases, but structural pressures remain
Articles Hungary’s labour market eases, but structural pressures remain Published 12:45 Hungary Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Although wage growth moderated and participation rates rose, seasonal factors rather than structural change