FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
Live cross-firm bank consensus across 36 desks — FX, oil & gold
View bank forecastsFrom the original
Morgan Stanley: Tactical Views on EUR, JPY, and GBP eFXdata
The desk sees a nuanced shift in the FX landscape, particularly regarding the Japanese Yen and the U.S. Dollar. Per the full note from J.P. Morgan, the recent intervention in the Yen and evolving views on the Dollar suggest a more balanced outlook, moving away from a purely bearish stance. The potential for further rate hikes from the Fed, coupled with Japan's intervention efforts, indicates a complex interplay of monetary policies that could affect currency valuations. As we assess these dynamics, the upcoming RBA meeting and U.S. payroll data will be critical in shaping market sentiment.