FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
Live cross-firm bank consensus across 37 desks — FX, oil & gold
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Xi-Trump summit: Pandas and positive vibes but limited progress
Opinions Opinion by Lynn Song Xi-Trump summit: Pandas and positive vibes but limited progress Published 03:50 United States President Xi’s first state visit to the US since 2015 helped reinforce high-level communication and efforts to build a more stable and constructive Ch
Goldman cuts USD/JPY forecasts, sees 150 in a year as BOJ tightening boosts yen case
A 15-yen cut to a 12-month target from one of the most influential desks carries weight. It gives yen bulls cover just as USD/JPY pushes towards 160. The bigger risk for the market is to carry trades: if Japanese investors really do start moving money home, positions that borrow
Rates Spark: US 10yr continues to target 5.25%+
Articles Rates Spark: US 10yr continues to target 5.25%+ Published 19:00 Rates Spark Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The overshoot to the 5.25%-5.5% area for the US 10yr yield is ongoing. The front end paused after valuations looked st
Global Rates: DM inflation markets under higher real rates
In this podcast, Frida Infante and Harry Downie discuss the latest inflation data and breakeven markets across the euro area, the UK and the U.S. This podcast was recorded on 24 September 2026. This communication is provided for information purposes only. Institutional clients ca