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FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
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Global FX: Keep calm and carry on
Arindam Sandilya, James Nelligan and Junya Tanase discuss the week in currencies. This podcast was recorded on 10 July 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GP
Policy Shifts and Market Risks: Japan, Inflation, and the Fed
Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down to speak with James Roulston in FX Institutional Sales to discuss the latest FX/Rates themes. Derek discusses the implications of Japan Finance Minister Katayama ‘s comment on encouraging ho
Assessing rate hike pressures for Japan and South Korea
Opinions Opinion by Padhraic Garvey, CFA Assessing rate hike pressures for Japan and South Korea Published 14:47 Rates Japan South Korea Here we calculate what buffers, if any, are built into Japanese and South Korean rates. We find that official rates in both centres remain too
Easing aluminium supply risk prompts lower forecasts
Articles Easing aluminium supply risk prompts lower forecasts Published 14:23 Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Aluminium prices have retreated from their recent highs despite renewed tensions in the Middle East. While geopolitical risks
Consumer Checkpoint: Consumers hit the back of the net
~~~~~~~~~~~~~~~ Bank of America ~~~~~~~~~~~~~~~ Consumer Checkpoint: Consumers hit the back of the net Are narrowing income gaps, the World Cup and online promotions providing a lift to summer spending? Headin
THINK Ahead: How our 2026 predictions have aged
Opinions Opinion by James Smith THINK Ahead: How our 2026 predictions have aged Published 11:12 James Smith checks in on the predictions we got right at the start of 2026. And the ones that would have been perfect, had there been a bit more oil and a bit less Harry Styles… All th