FX Flow · Live
Bank research, central-bank press, and macro Substacks ingested every 15 minutes. Tagged by firm and pair, ordered most-recent first. Click any row to read the source.
- [May 05, 05:58 PM]BOFA GLOBAL RESEARCHBofA“Conflict keeps midstream compelling, integrateds see a pipeline of cash”→
- [May 04, 04:38 PM]JPMORGAN GLOBAL RESEARCHJPM“In Focus: Equity & Credit Update on AI CapEx”→
- [May 04, 12:24 AM]INVESTINGLIVEBARC“Barclays warns yen recovery likely temporary despite Tokyo's $35bn intervention”→
- [May 02, 04:23 PM]BOFA GLOBAL RESEARCHBofA“Policy Derby: Rates for the Roses”→
- [May 01, 10:33 PM]JPMORGAN GLOBAL RESEARCHJPM“US Rates - I won’t see you next time”→
- [May 01, 08:06 PM]JPMORGAN GLOBAL RESEARCHJPM“Global Commodities: It’s Simple Math”→
- [May 01, 05:22 PM]JPMORGAN GLOBAL RESEARCHJPM“Global FX: Yen intervention, re-assessing USD bearish view, central bank rundown”→
- [Apr 30, 09:05 PM]INVESTINGLIVEMS“Morgan Stanley delays Fed cut call to 2027 (more info). Middle East risk drives dollar”→
- [Apr 30, 09:02 PM]JPMORGAN GLOBAL RESEARCHJPM“EM Fixed Income: To every thing there is a season”→
- [Apr 30, 11:51 AM]BIS SPEECHESMS“Tiff Macklem: Release of the Monetary Policy Report”→
- [Apr 30, 09:05 AM]BIS SPEECHESMS“Christina Papaconstantinou: Central banks and independence - a test for democracy”→
- [Apr 30, 08:42 AM]BIS SPEECHESDB“Burkhard Balz: Foundations of resilience - the role of cash and the digital euro”→
- [Apr 28, 10:03 AM]BIS SPEECHESMS“Chiara Scotti: From analysis to action - AI in financial markets”→
- [Apr 27, 03:15 PM]BOFA GLOBAL RESEARCHBofA“A changing Federal Reserve”→
- [Apr 24, 09:48 PM]JPMORGAN GLOBAL RESEARCHJPM“Global Commodities: Running the Numbers on Gas”→
- [Apr 24, 09:26 PM]JPMORGAN GLOBAL RESEARCHJPM“Global Rates: Central banks likely to wait-and-see against a backdrop of ongoing Middle-East uncertainty”→
- [Apr 24, 05:17 PM]JPMORGAN GLOBAL RESEARCHJPM“Global FX: De-dollarization, GBP deep-dive, DM central banks”→
- [Apr 23, 04:51 PM]JPMORGAN GLOBAL RESEARCHJPM“EM Fixed Income: Ceasefire implications and Washington takeaways”→
- [Apr 20, 12:41 PM]BOFA GLOBAL RESEARCHBofA“Inflation markets”→
- [Apr 17, 06:57 PM]JPMORGAN GLOBAL RESEARCHJPM“Global FX: Cease-fire, the dollar, DM/EM FX impact, IMF round-up”→
- [Apr 17, 04:57 PM]JPMORGAN GLOBAL RESEARCHJPM“Global Commodities: Prices Get Relief”→
- [Apr 15, 09:15 PM]BOFA GLOBAL RESEARCHBofA“Asia’s defense awakening: Higher domestic spend, more exports”→
- [Apr 10, 08:17 PM]BOFA GLOBAL RESEARCHBofA“Ceasefire, rates and the US consumer”→
- [Apr 10, 07:57 PM]BOFA GLOBAL RESEARCHBofA“No longer overbought, still advantaged; Emerging Markets”→
- [Apr 10, 05:25 PM]JPMORGAN GLOBAL RESEARCHJPM“Global FX: The beginning of the end?”→
- [Apr 09, 09:05 PM]JPMORGAN GLOBAL RESEARCHJPM“US Rates - GSIB and Basel III Endgame Update”→
- [Apr 09, 06:36 PM]JPMORGAN GLOBAL RESEARCHJPM“EM Fixed Income: Will EM markets keep trading Iran conflict de-escalation?”→
- [Apr 06, 05:55 PM]BOFA GLOBAL RESEARCHBofA“The war takes a toll on growth; but more on economic than earnings”→
- [Apr 02, 05:47 PM]JPMORGAN GLOBAL RESEARCHJPM“Global Commodities: A Month of Disruption”→
- [Apr 02, 02:33 PM]JPMORGAN GLOBAL RESEARCHJPM“Global FX: Wary of complacency in FX”→
- [Apr 01, 04:15 PM]JPMORGAN GLOBAL RESEARCHJPM“In Focus: Middle East Conflict”→
- [Mar 31, 04:32 PM]JPMORGAN GLOBAL RESEARCHJPM“EM Fixed Income: Still waiting for the conflict to pass over”→
- [Mar 27, 10:04 PM]BOFA GLOBAL RESEARCHBofA“The Traders’ perspective”→
- [Mar 27, 06:14 PM]JPMORGAN GLOBAL RESEARCHJPM“Global FX - Feelin ‘22”→
- [Mar 23, 02:04 PM]BOFA GLOBAL RESEARCHBofA“New payment tech unlikely to keep consumers from riding the rails”→
- [Mar 23, 01:54 PM]BOFA GLOBAL RESEARCHBofA“US bank liquidity regulations”→
- [Mar 20, 06:50 PM]JPMORGAN GLOBAL RESEARCHJPM“Global FX: Oil turns up the heat on central banks & FX”→
- [Mar 20, 05:01 PM]JPMORGAN GLOBAL RESEARCHJPM“EM Fixed Income: Middle East conflict week 3 damage assessment for EM”→
- [Mar 20, 08:55 AM]JPMORGAN GLOBAL RESEARCHJPM“Global Rates: Global DM Swap Spread Outlook”→
- [Mar 16, 01:39 PM]BOFA GLOBAL RESEARCHBofA“Central bank trade-offs”→
- [Mar 13, 10:19 PM]JPMORGAN GLOBAL RESEARCHJPM“Global Rates: Where next for CB and rates as the Middle-East conflict persists?”→
- [Mar 13, 06:35 PM]JPMORGAN GLOBAL RESEARCHJPM“Global FX: Winds of change for the dollar”→
- [Mar 12, 04:57 PM]JPMORGAN GLOBAL RESEARCHJPM“EM Fixed Income: Assessing the situation and path ahead for EM in Week 2 of the Middle East conflict”→
- [Mar 12, 05:07 AM]JPMORGAN GLOBAL RESEARCHJPM“US Credit: J.P. Morgan Global Leveraged Finance Conference 2026: Key Takeaways”→
- [Mar 11, 06:39 PM]BOFA GLOBAL RESEARCHBofA“Fast tax refunds and slow payments prolong stimulus, esp for high-income”→
- [Mar 11, 06:37 PM]BOFA GLOBAL RESEARCHBofA“Falling bank multiples, elevated risks: AI, credit, and the macro”→
- [Mar 06, 10:15 PM]BOFA GLOBAL RESEARCHBofA“US labor market call”→
- [Mar 06, 06:04 PM]JPMORGAN GLOBAL RESEARCHJPM“Global FX: The best escalation and recovery candidates”→
- [Mar 06, 03:52 PM]JPMORGAN GLOBAL RESEARCHJPM“EM Fixed Income: Taking stock one week into the Middle East conflict”→
- [Mar 04, 08:53 PM]BOFA GLOBAL RESEARCHBofA“Global curve dynamics”→
FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.