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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.
This page is part of FX Bank Forecast — an aggregator that normalises bank research PDFs into a searchable forecast and commentary database. Explore the top desks below or jump straight to the consolidated /forecasts and /reports indexes.
We refresh bank research every 15 minutes through our pdf-intake worker. New trade ideas, currency views, and quarterly forecasts surface automatically across the relevant currency, pair, and firm pages.
Year-end target EUR/USD 1.1500 vs 1.1212 spot — sees EUR ~2.6% stronger the dollar.
Year-end target USD/JPY 153.00 vs 157.98 spot — sees JPY ~3.1% stronger the dollar.
Year-end target USD/BRL 5.1000 vs 5.4000 spot — sees BRL ~5.6% stronger the dollar.
Year-end target USD/CHF 0.7800 vs 0.8100 spot — sees CHF ~3.7% stronger the dollar.
Bank of Canada preview: 81% chance of first hike in a year to 2.50%, economists split
With a hike close to fully priced, the Canadian dollar’s reaction will likely turn on the Monetary Policy Report and forward guidance rather than the decision itself. A hold would be a sizeable surprise, likely sending the loonie sharply lower and pulling short-dated Canadian yie
BOJ preview: Daiwa sees hold, but 2% inflation call could open door to December hike
A hold is largely the base case, so the yen and JGB yields are likely to take their cue from the language rather than the decision. A formal declaration that underlying inflation has reached 2%, a Takata dissent and any shift by Ueda toward “next meeting” phrasing would together
Preview: RBNZ set to lift OCR to 3% ahead of election as oil and weak kiwi fuel inflation
With a hike close to fully priced, the New Zealand dollar’s reaction is likely to hinge on guidance rather than the move itself, and the risk is asymmetric: a hold would catch markets badly offside and could trigger a sharp kiwi selloff. A hike paired with a clear tightening bias
Year-end target USD/INR 90.00 vs 88.50 spot — sees INR ~1.7% weaker the dollar.
RBA’s Hunter says inflation job not done after four hikes, November rise in view
The comments should keep the Australian dollar supported, at the margin, on rate differentials and hold short-dated Australian government bond yields elevated, with markets likely to lean further toward a November hike unless Wednesday’s inflation data surprise lower. Oil is the