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FX BANK FORECAST · COVERAGE
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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.
Live cross-firm bank consensus across 37 desks — FX, oil & gold
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From USD debasement fears to a Fed policy rethink
Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down with Simon Mayes, Head of UK, Ireland & Swiss FX Corporate Sales to discuss the key takeaways from the Jackson Hole speech by Fed Chair Kevin Warsh. Derek also discusses the fleeting USD deb
No guidance from Jackson Hole?
The main event for markets today will come from Jackson Hole later, with all eyes on Fed chair Warsh's keynote speech. He will be put under the microscope in needing to provide more clarity on how the Fed would look to deal with inflation pressures, that especially if things cont
Isabel Schnabel: Central banks on-chain
SPEECH Central banks on-chain Speech by Isabel Schnabel, Member of the Executive Board of the ECB, at the Jackson Hole Economic Policy Symposium on “Financial Innovation: Implications for Payments and Policy” Jackson Hole, 28 August 2026 It is a great pleasure to discuss Darrell
[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
China's SAFE says FX market stable, resilient amid complex global backdrop
What stands out in SAFE's remarks is as much what wasn't emphasized as what was: the regulator devoted little specific commentary to the yuan's level or direction beyond a passing reference to stability, which could be read as a signal that Beijing currently has limited concern a