OANDA, New York based forex trading serving provider recently revealed in an announcement that it has made a new addition to its APAC region senior level leadership team. As per statement released by the firm…
USD/JPY capped near 160.30 into Jackson Hole: the…
USD/JPY holds a 157.30–160.30 band into the September Federal Open Market Committee (FOMC) meeting, with a base case of 160.30 by September 30, 2026, a bull case of 163.91 and a bear case of 156.68.…
US 2-year yield to 3.75% by year-end: the…
The US 2-year Treasury yield falls to 3.75% by December 31, 2026 in the base case, 3.40% in the bull case, and rises to 4.60% in the bear case. The mechanism is the unwind of…
US 10-year to 4.85% by Q3 2026: the…
The US 10-year Treasury yield reaches 4.85% by September 30, 2026 in the base case, 5.10% in the bull-yield case and 4.30% in the bear-yield case, driven by a term-premium repricing that consensus forecasts have…
AUD/USD to 0.7150 by Q3 2026: the energy-windfall…
AUD/USD reaches 0.7150 by September 30, 2026 in the base case, 0.7300 in the bull case and 0.6750 in the bear case, driven by an Australian energy terms-of-trade windfall that has inverted the Aussie's usual…
S&P 500 to 7,650 by year-end 2026: the…
Base case: the S&P 500 reaches 7,650 by year-end 2026 on a 22.5× multiple applied to $340 of 2026 earnings per share. Bull case 8,100 (23.8×), bear case 7,100 (20.9×). The mechanism is multiple arithmetic,…
Copper to $11,100 by Q3 2026: the inventory-glut…
London Metal Exchange (LME) copper reaches $11,100/mt by September 30, 2026 in the base case, $10,500 in the bear case, and $13,000 in the bull case. The mechanism is a 540,000-tonne year-to-date build in visible…
Silver to $62 by Q3 2026: the ratio-compression…
Silver (XAG/USD) reaches $62/oz by September 30, 2026 in the base case, $73.60 in the bull case, and $48 in the bear case. The mechanism is gold-silver ratio compression from 69.2 towards 65 as June's…
EUR/USD to 1.12 by Q3 2026: the widening-gap…
EUR/USD falls to 1.1200 by September 30, 2026 in the base case, 1.1000 in the bear case, and 1.1700 in the bull case. The mechanism is a policy-rate gap of 125–150 basis points in the…