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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
View bank forecastsResearching this URL
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Path: /research/commentary/s-p-500-forecast-spx-inches-higher-after-recent-chip-pwg1y2
Jackson Hole preview: Fed Chair Warsh likely to skip September and December rate signals
If Morgan Stanley's read proves correct, traders hoping for explicit signals on a September move or the year end rate path may come away disappointed, reducing the odds of a sharp directional repricing immediately following the speech. Instead, market attention may shift toward p
The Commodities Feed: Oil prices up even as Hormuz flows increase
Articles The Commodities Feed: Oil prices up even as Hormuz flows increase Published 02:53 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Oil prices edged higher as prospects for renewed US-Iran talks diminished. Meanwhile, oil ship
Rates Spark: Hawkish ECB not helping French government bonds
Articles Rates Spark: Hawkish ECB not helping French government bonds Yesterday, 16:57 Rates Spark Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download French government bond (OAT) spreads face more widening pressure as political uncertainty adds to the pr
Can the AI buildout keep building?
~~~~~~~~~~~~~~~ Bank of America ~~~~~~~~~~~~~~~ Can the AI buildout keep building? Capital is still flowing to AI, but the next phase will depend on turning spending into measurable value. The AI infrastructur
ECB is gradually shifting towards a September rate hike
Older quick take Quick take Published 13:00 ECB is gradually shifting towards a September rate hike The minutes of the ECB’s July meeting suggest that the ECB is still struggling with how to react to a textbook supply-side shock. However, the number of ECB members supportiv
Philippines’ central bank stays hawkish as inflation risks remain elevated
Older quick take Quick take Published 10:45 Philippines Philippines’ central bank stays hawkish as inflation risks remain elevated The BSP raised rates by 25bp to 5.0% and struck a hawkish tone, upgrading its 2027 inflation forecast amid concerns over El Niño-related food