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.
Welcome to the 'Forecasts' page on FX Bank Forecast, your go-to resource for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page provides a comprehensive overview of the latest currency forecasts and insights, normalizing bank research PDFs to present a clear picture of market expectations.
Here, you will find valuable commentary and predictions from major financial institutions such as Bank of America, BNP Paribas, and Deutsche Bank. Our goal is to help you navigate the complexities of the FX market by providing access to expert analyses and forecasts, allowing you to make informed decisions based on the latest trends and economic indicators.
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
Australian Dollar Outlook: AUD/USD Screams Sentiment Extreme Into Fed, CPI - Forex Factory
Australian Dollar Outlook: AUD/USD Screams Sentiment Extreme Into Fed, CPI Forex Factory
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
Economic and event calendar in Asia Monday, October 26, 2026 - RBA speaker soon
It's a light data ageanda ahead. Coming up soon from the Reserve Bank of Australia: Panel Participation by Brad Jones, Assistant Governor (Financial System), at the AFR Super and Wealth Summit, Melbourne 2110 GMT / 1710 US Eastern time I suspect Jones won't have much, if anything