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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
Live cross-firm bank consensus across 38 desks — FX, oil & gold
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Dutch inflation rises in September, with fuel not the only culprit
Older quick take Quick take Published 12:07 The Netherlands Dutch inflation rises in September, with fuel not the only culprit Headline inflation in the Netherlands rose to 3.0% YoY in September. While fuel was the main driver of the acceleration, services and mobile phones also
Is a perfect inflation storm returning to the CEE region?
Opinions Opinion by Frantisek Taborsky Is a perfect inflation storm returning to the CEE region? Published 09:11 CEE inflation risks are rising as the US-Iran conflict drives energy, food and shipping costs higher. Weak food prices have delayed inflation, but fading base effects
Webinar: Is France pushing the eurozone into a new sovereign debt crisis?
Articles Webinar: Is France pushing the eurozone into a new sovereign debt crisis? Published 08:25 FX Credit Rates France Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download France's fiscal and political challenges have pushed bond spreads to levels not s
FX Daily: No trigger in sight for a dollar reversal
Articles FX Daily: No trigger in sight for a dollar reversal Published 07:45 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download A range of indicators suggests the dollar rally is becoming stretched. But with no clear macro or market catalyst in sight,
The Commodities Feed: Middle East conflict keeps oil well supported
Articles The Commodities Feed: Middle East conflict keeps oil well supported Published 03:01 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Oil prices remain well supported with plenty of risks still facing Persian Gulf supply. The
Goldman Sachs says yuan undervalued by up to 25% and markets underestimate how far it can rise
A gradual, policy-tolerated yuan appreciation would ripple through Asian FX, with currencies tied closely to China’s trade cycle likely to benefit from a firmer anchor in the region. A stronger yuan against the euro and dollar would ease some trade tensions but also squeeze margi