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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
The increase in USD-pegged stablecoins poses risks to monetary sovereignty and financial stability, particularly in relation to policy transmission in the euro area.
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.