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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 39 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 39 institutional desks. No promotion.
Live cross-firm bank consensus across 39 desks — FX, oil & gold
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Morgan Stanley, Nomura sharply differ on AI chip outlook for SK hynix, Samsung - ANI News
Morgan Stanley, Nomura sharply differ on AI chip outlook for SK hynix, Samsung ANI News
Economic and event calendar in Asia Wednesday, November 11, 2026 - two Fed speakers
We heard from Bowman earlier: Fed's Bowman: Persistent inflation, firming labor conditions suggest 'work to do' She is on the agenda again duirng the Asian session. Her views won't have changed in the gap of a few hours! Paulson is also on the agenda. It's a failrly non-impactful
UBS Morning audio comment: A tale of two markets
Equity markets seem entranced by the shiny new toy of AI, and are overlooking interest rate expectations and inflation. Bonds, not so much. https://secure.ubs.com/campaign/r/?id=t6740a2cc,204b468a,28ff9a
Fed’s Goolsbee calls CPI ‘borderline disturbing’, flags three inflation worries
Strong language like this from Goolsbee adds weight to the hawkish run of Fed commentary after the CPI report, and it strengthens pricing for a December hike. His focus on services and expectations points to concern about entrenched inflation, not transitory shocks, which raises
Tech now accounts for two-thirds of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for two-thirds of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in September i
Tech now accounts for three-quarters of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for three-quarters of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in Septemb
Fed’s Collins backs another rate hike by year-end, flags three inflation pressures
Collins’ remarks reinforce expectations of another quarter-point rise before year-end, with recent Fed commentary leaning towards December rather than this month’s meeting. That should keep front-end Treasury yields supported and limit room for a sustained dollar pullback while h