Forecasts
Forecasts
At fxbankforecast.com, we aggregate and normalize FX research from 18 leading institutional desks, including major players like JPMorgan, Goldman Sachs, and HSBC. Our comprehensive coverage allows traders and analysts to access a wide range of insights and forecasts from top banks, providing a clearer picture of the foreign exchange market.
The forecasts section serves as a valuable resource for understanding market trends and expectations. Users can explore various analyses and commentary from institutions such as Citi, BNP Paribas, and Deutsche Bank, enabling informed decision-making based on the latest research and market developments.
Top bank desks we track
INR supported by RBI reserve accumulation slowing and improving portfolio flows. India's growth premium vs EM peers provides fundamental support, though low beta limits upside.
INR steady with RBI support. Low beta limits upside but provides defensive positioning. Targeting 86.50.
BNP Paribas forecasts EUR/USD at 1.21 by Q4 2026 (5.2% higher vs current 1.15). Consistent with the report's broader thesis: "Gradual USD depreciation in an Expansion regime; EUR and high-yield EM lead, Asia FX lags". Bullish stance on EUR
Citi forecasts USD/MXN at 19.2 by Q4 2026 (4.3% lower vs current 18.4). Consistent with the report's broader thesis: "Out-of-consensus bullish USD; cyclical re-acceleration drives a stronger dollar through H1, fading into year-end". Bearish
Commerzbank forecasts AUD/USD at 0.71 by Q4 2026 (7.6% higher vs current 0.66). Consistent with the report's broader thesis: "USD under pressure on excessive Fed cuts and Fed independence concerns; EUR overvalued but USD overvaluation great
INR supported by improving portfolio flows and RBI policy shift. India growth premium provides fundamental support. Targeting 85.00.
Bullish MXN on carry, nearshoring flows, and USMCA resolution expectations. Positioning is clean after 2025 washout. Banxico's measured easing pace preserves carry advantage. MXN 13% YTD gain not overextended vs EM peers.
Latest bank commentary
Monday open indicative forex prices, 25 May 2026
· investinglive-fx· May 24, 2026I'll be back with the weekend news soon. In war developments, the two-week war entered day 86. The two sides are edging closer to a deal, so they say. The USD is down a little from late Friday levels, so early FX is a believer! This article was written by Eamonn Sheridan at inves
Four Charts for Sunday
· robin-brooks-substack· May 24, 2026The Japanese Yen has fallen below Turkish Lira to become the world's weakest currency
Update on the blockade, Canada, Turkey and yields
· robin-brooks-substack· May 23, 2026A recording from Robin J Brooks's live video
The US Blockade of Iran after Six Weeks
· robin-brooks-substack· May 23, 2026Much of the commentary on the US blockade says it's failed, but that's total nonsense
US Week Ahead: Looking for signs of stress in personal spending
rbc· gmail-imap· May 22, 2026RBC Royal Bank https://click.website.rbc.com/?qs=ABB7InYiOjEsImQiOjQ4ODR9AAQAAAAAAGXWEdUff1CyVU37y85ym1ibrL-FOSNY_J2U1PLvO4hhAIvemqQfeWbvot_V4HxH7GueSCfUSDBe6Bi-3I4jQx1lPQKs5MkbzyD7ZQ View Online
Global FX: Broader impacts from the dollar bid
jpmorgan· jpm-at-any-rate· May 22, 2026We run through some of the broader considerations from the recent dollar bid including the JPY intervention outlook. This podcast was recorded on 22 May 2026. This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for importan
Frequently asked questions
- What types of forecasts can I find on this page?
- This page aggregates FX forecasts and analyses from 18 institutional banks, covering various currency pairs and market trends.
- How often is the forecast data updated?
- The forecast data is updated regularly to reflect the latest research and insights from the participating banks.
- Which banks are included in the FX research aggregation?
- Our coverage includes prominent banks such as ANZ, Bank of America, Barclays, and Goldman Sachs, among others.
- Can I access historical forecasts from these banks?
- While this page focuses on current forecasts, you may find historical insights in the individual reports from each bank.
- Are the forecasts provided by fxbankforecast.com independent?
- Yes, we aggregate and normalize research from various banks, ensuring that users receive a balanced view of market expectations.
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.