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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.
See how the Reserve Bank of India outlook moves the INR bank consensus across 36 desks
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The Commodities Feed: Oil near $90 on escalating Middle East risks
Articles The Commodities Feed: Oil near $90 on escalating Middle East risks Published 08:12 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Oil remains supported near $90/bbl by Middle East tensions and attacks on vessels in the Stra
FX Daily: Porridge cools for goldilocks
Articles FX Daily: Porridge cools for goldilocks Published 08:01 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download A slightly cooler run of US data recently has cut the chances of a Fed hike in September. Lower short-dated US rates and a mildly weake
Rates Spark: Long-end risks, ECB conviction and UK data tests
Articles Rates Spark: Long-end risks, ECB conviction and UK data tests Published 07:30 Rates Spark Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Lower Fed hike odds have calmed front-end USD rates, but long-end Treasuries remain vulnerable to higher
Yen: Why Bessent backs himself for successful intervention
Opinions Opinion by Chris Turner Yen: Why Bessent backs himself for successful intervention Published 07:10 FX United States In a recent podcast , I drew the conclusion that US Treasury Secretary Scott Bessent fancies his chances of the recent FX intervention being successful. We
Goldman Sachs: labour market "not that interesting" as inflation dominates Fed debate
Last week's in-line CPI print triggered a modest bond rally, with pricing for the Fed's September meeting easing slightly, according to Goldman Sachs. A cooler than expected PPI reading then helped push the S&P 500 to a record closing high last Thursday. Goldman flags that heavy
Global Rates & FX Views: August summer guide
Please join our rates & FX strategists to discuss key risk events in the second half of August. We will also update our core rate & FX views for the remainder of the summer. Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and globa