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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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The costs—and the economic prize—of the West Coast Oil Pipeline
RBC Royal Bank https://click.website.rbc.com/?qs=ABB7InYiOjEsImQiOjQ5MzN9AAQAAAAAAOgTfUkP9DCdtgKhGkEh-T4d-Et2F4kiSooRJVsmzPPX4d0LHJpqayF3QueuOSgQ5vRo4xxCaSlGXMHgYhdWLBfeWIjFrVrd View Online
Global Commodities: A sense of déjà vu
Just as markets embraced an open Strait of Hormuz, a sense of déjà vu has washed over the commodities world when vessels were attacked this week. At the same time, Russian refineries continue to be targeted by drones, copper is again consumed by tariff uncertainty and the gas sit
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