Gold vs Real Rates Research
Research grouped under the Gold vs Real Rates pillar — consensus, dispersion, and the gap to spot across firms. Every piece links back to the underlying firm reports.
Pillar live · No dispatch yet
Gold vs Real Rates is on the active research rota. The next briefing for this pillar has not been dispatched yet.
XAU consensus against TIPS-implied real yields and central-bank balance-sheet risk. New issues are typically published Tuesday 14:00 UTC. In the meantime, browse a related pillar below or read the full feed.
- eurusd-divergence
EUR/USD Divergence
Fed–ECB policy gap, terminal-rate dispersion, and the spot-vs-consensus tape.
- usdjpy-boj
USD/JPY · BoJ
Yen carry, BoJ exit risk, and where street targets sit against the JGB curve.
- gbp-cable
GBP Cable
Sterling consensus, BoE path, and gilt-driven dispersion across firms.
- usdcad-boc
USD/CAD · BoC
Loonie consensus, Bank of Canada vs Fed policy gap, and oil-driven dispersion across firms.
- audusd-rba
AUD/USD · RBA
Aussie consensus, RBA vs Fed path, and China/commodity-driven dispersion across firms.
- nzdusd-rbnz
NZD/USD · RBNZ
Kiwi consensus, RBNZ vs Fed path, dairy/commodity beta, and the AUD/NZD cross.
- usdchf-snb
USD/CHF · SNB
Franc consensus, SNB policy and intervention risk, and safe-haven-driven dispersion across firms.
- usdmxn-banxico
USD/MXN · Banxico
Peso consensus, Banxico carry vs Fed, nearshoring flows, and the dispersion across firm books.
- usdbrl-bcb
USD/BRL · BCB
Real consensus, BCB Selic carry, commodity terms of trade, and wide cross-firm dispersion.
- usdzar-sarb
USD/ZAR · SARB
Rand consensus, SARB path, commodity and risk-sentiment beta, and the spread across firms.
- usdtry-tcmb
USD/TRY · TCMB
Lira consensus, TCMB real-rate stance and inflation path, and the widest dispersion in EM FX.
- usdinr-rbi
USD/INR · RBI
Rupee consensus, RBI policy and FX management, oil-import sensitivity, and firm-level dispersion.
- usdkrw-bok
USD/KRW · BoK
Won consensus, BoK vs Fed path, tech-export and China beta, and the spread across firm targets.
- oil-supply-shock
Oil · Supply Shock
Brent/WTI dispersion, OPEC+ posture, and FX channels for a supply shock.
- em-fx
EM FX
Emerging-market crosses, carry vs vol, and dispersion across firm books.
- dxy-trend
DXY Trend
Dollar index regime, broad-USD consensus, and where the gap to spot has widened.
FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 20+ institutional desks. No promotion.