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FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
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.
See how the Federal Reserve outlook moves the USD bank consensus across 37 desks
View Federal Reserve outlookWelcome to the commentary section of FX Bank Forecast, where we aggregate and normalize research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a valuable resource for forex traders and investors seeking insights from top financial institutions.
Here, you will find a diverse range of market commentary, including analysis on currency pairs, macroeconomic trends, and geopolitical events that influence the forex landscape. Our goal is to provide you with a comprehensive overview of the latest research, enabling you to make informed trading decisions based on expert opinions.
German state elections: Two states, two extremes
https://think.ing.com/snaps/german-state-elections-two-states-two-extremes/
House Call: Talking Equity Markets with UBS Asset Management
A monthly discussion around the drivers behind equity market performance, along with the review of notable equity themes, positioning preferences, and a performance outlook. Featured are Jeff Hans, Portfolio Manager, Private Client US Equity, and Dominic Schagar, Investment Speci
German state elections: Two states, two extremes
Older quick take Quick take Published 18:42 Germany German state elections: Two states, two extremes The AfD has won Mecklenburg-Vorpommern, the Left Party has won Berlin. Neither vote was a referendum on Friedrich Merz's reform agenda – but both make that agenda harder to delive
[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi - Newsquawk
[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi Newsquawk
Fed's Daly says tariff impact on inflation beginning to fade
Daly's comments add a somewhat more balanced tone to recent Fed commentary, acknowledging tariff driven price pressures while also flagging early signs those effects are fading, a nuance that could support market expectations for the Fed to stay patient rather than move toward hi
Top of the Morning: Fixed Income - Resilience, recalibration, and remedies
Leslie joins to spotlight recent market conditions and how they have impacted the repricing and recalibration of fixed income assets. We also reflect on the hawkish commentary delivered from Fed Chairman Kevin Warsh during his first press conference, and what will the Fed be focu