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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

ANZUSD neutral
Bank of AmericaUSD bearish

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.

BarclaysUSD bearish

INR steady with RBI support. Low beta limits upside but provides defensive positioning. Targeting 86.50.

BNP ParibasUSD bearish

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

CitiUSD bullish

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

CommerzbankUSD 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

Deutsche BankUSD bearish

INR supported by improving portfolio flows and RBI policy shift. India growth premium provides fundamental support. Targeting 85.00.

Goldman SachsUSD bearish

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

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.