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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
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The Commodities Feed: Oil falls as Strait of Hormuz talks advance
Articles The Commodities Feed: Oil falls as Strait of Hormuz talks advance Published 02:46 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Oil prices remain under downward pressure as Iran and Oman talks on the Strait of Hormuz move
Rates Spark: An uneasy calm
Articles Rates Spark: An uneasy calm Published 16:55 Rates Spark Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download US Treasury long-end buyback talk continues to reverberate, but will slowly morph toward a front-end focus as we wind up towards Jackson H
Trump wants to bring aluminium home, but it won’t be easy
Opinions Opinion by Ewa Manthey Trump wants to bring aluminium home, but it won’t be easy Published 14:14 Commodities, Food & Agri President Donald Trump says the US “desperately needs” aluminium. His comments highlight the limits of the administration’s tariff-
German Ifo index is more evidence of the economy’s resilience
Older quick take Quick take Published 09:30 Germany German Ifo index is more evidence of the economy’s resilience Despite the obvious headwinds from low water levels, the never-ending war in the Middle East and the struggle to implement the announced reforms, the German economy h
UBS On-Air: Paul Donovan Daily Audio 'D-day or Light Brigade?'
The US affordability crisis stays in the headlines, with US President Trump suggesting a doubling of tariffs paid by US importers of Canadian cars. However, these tariffs would not take effect until 1 January and investors are likely to assume the US will retreat (this has been t
FX Daily: Dollar caught between many fronts
Articles FX Daily: Dollar caught between many fronts Published 07:50 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The dollar is starting the week on a firm footing, juggling several drivers at once: the bond market remains a key focus, while tra