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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
Live cross-firm bank consensus across 30 desks — FX, oil & gold
View bank forecastsResearching this URL
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Path: /research/commentary/pound-to-dollar-price-forecast-gbp-steady-as-markets-eye-us-ozzgyq
Positive structural case for EM won’t collapse under a few Fed hikes
EM resilience tested by Fed, fueled by long-term flows Emerging market equities have more than doubled the S&P 500's return year-to-date, and have held up well despite rising Fed hike expectations and a stronger US dollar. In this episode, David Hauner explains why he remains str
FX Daily: Dollar upside risks are rising rapidly
Articles FX Daily: Dollar upside risks are rising rapidly Published 07:50 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Crude has jumped, but still isn’t fully pricing in a fully-fledged new supply shock, meaning short-term risks remain on
UBS On-Air: Paul Donovan Daily Audio 'Free or fee'
US President Trump had declared the Strait of Hormuz open for free. Now Trump has declared it open for a 20% fee. Shipping data suggests there was less-than-universal belief in free safe passage through Hormuz on Monday. It is unlikely ships will go full steam ahead to take the s
Monitoring Hungary: Is it time to be optimistic again?
Articles Monitoring Hungary: Is it time to be optimistic again? Published 07:20 Hungary Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download In our latest update, we explore the impact of the recent positive data flow and what the 'stop-and-go' cycles of g