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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 39 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 39 institutional desks. No promotion.
The transition towards USD-pegged stablecoins is reshaping cross-border financial dynamics, amid a broader focus on fiscal events. This reflects regulatory nuances and evolving monetary sovereignty risks.
The specific trades, targets and full rationale behind this thesis are on the trades board. See the full cross-bank macro-theme board for every narrative the desks are trading.