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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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National Bank of Hungary review: All eyes on the next staff forecast
Articles National Bank of Hungary review: All eyes on the next staff forecast Published 14:00 Hungary Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download In line with the pre-announced 'mini cycle', the National Bank of Hungary continued to cut rates in A
All About the Data
AI is driving a data center boom ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
UBS On-Air: Paul Donovan Daily Audio 'How to survive an affordability crisis'
Iran and Oman are close to agreeing on a shipping route through the Strait of Hormuz. While this may not signal an immediate reopening of the strait, it does suggest Iran is considering reopening the strait. Crude oil prices have fallen (although gasoline prices in the US remain
FX Daily: Lower energy helps Bessent’s plans
Articles FX Daily: Lower energy helps Bessent’s plans Published 07:45 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Whether lower energy prices were part of Scott Bessent's 'asymmetric information' included in his plans to support long-end Treasu
The Commodities Feed: Oil falls as Strait of Hormuz talks advance
Articles The Commodities Feed: Oil falls as Strait of Hormuz talks advance Published 02:46 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Oil prices remain under downward pressure as Iran and Oman talks on the Strait of Hormuz move
Top of the Morning: CEO Macro Briefing Book - Insights on AI
This special edition of the CEO Macro Briefing Book presentation series outlines how businesses are embracing AI adoption, the implications of AI usage to operating efficiency, the evolving regulatory and political landscape surrounding AI heading into the US midterm elections, a