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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.
See how the Federal Reserve outlook moves the USD bank consensus across 36 desks
View Federal Reserve outlookResearching this URL
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Rates Spark: Long-end risks, ECB conviction and UK data tests
Articles Rates Spark: Long-end risks, ECB conviction and UK data tests Published 07:30 Rates Spark Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Lower Fed hike odds have calmed front-end USD rates, but long-end Treasuries remain vulnerable to higher
Yen: Why Bessent backs himself for successful intervention
Opinions Opinion by Chris Turner Yen: Why Bessent backs himself for successful intervention Published 07:10 FX United States In a recent podcast , I drew the conclusion that US Treasury Secretary Scott Bessent fancies his chances of the recent FX intervention being successful. We
Goldman Sachs: labour market "not that interesting" as inflation dominates Fed debate
Last week's in-line CPI print triggered a modest bond rally, with pricing for the Fed's September meeting easing slightly, according to Goldman Sachs. A cooler than expected PPI reading then helped push the S&P 500 to a record closing high last Thursday. Goldman flags that heavy
Global Rates & FX Views: August summer guide
Please join our rates & FX strategists to discuss key risk events in the second half of August. We will also update our core rate & FX views for the remainder of the summer. Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and globa