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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 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.
See how the Federal Reserve outlook moves the USD bank consensus across 38 desks
View Federal Reserve outlookResearching this URL
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Global Commodities: What is the price of oil?
What is the price of oil, really? While Brent crude is trading around $115, our pricing model based on market fundamentals suggests $94. How does this discrepancy arise? In this episode, we go through the basics of crude oil prices, as well as discuss the effects created by geogr
Global FX: Uneasy calm
Arindam, Patrick and Octavia discuss the placidity of currency markets amid cross-asset risk-off jitters and the outlook for G3 FX ahead of key central bank meetings. This podcast was recorded on 23 October 2026. This communication is provided for information purposes only. Insti
Diversifying with Commodities
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Global Rates: French spreads in focus again into the October ECB meeting
In this podcast Francis Diamond and Aditya Chordia discuss the upcoming October ECB meeting as well as the recent further widening in French spreads this week. Speakers Francis Diamond, Head of European Rates Strategy Aditya Chordia, Rates Strategy This podcast was recorded on 23