News
News
Welcome to the news section of FX Bank Forecast, your go-to aggregator for foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and Bank of America. Here, we compile and normalize the latest insights and analyses from top banks, providing you with a comprehensive view of market trends and economic indicators.
This page serves as a hub for recent commentary and updates from major financial institutions, allowing readers to stay informed about significant developments in the FX market. Whether it's central bank decisions, economic forecasts, or geopolitical events impacting currencies, our coverage ensures you have access to the most relevant information to navigate the FX landscape.
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
Bank of Korea holds at 2.50% but dot plot points firmly to rate hikes ahead
· investinglive-cb· May 28, 2026The Bank of Korea held its benchmark rate at 2.50% but two board members dissented in favour of an immediate hike, and the dot plot showed 10 of 21 projections at 3.00% within six months. Governor Shin Hyun Song press conference scheduled 0210 GMT Summary: Source: Bank of Korea m
Japanese bond yields rise as bridging bond plan stirs fresh fiscal worry. Yen soft.
· investinglive-fx· May 28, 2026Japanese government bond yields rose Thursday after reports the ruling LDP plans to issue bridging bonds to fund investment, reviving fiscal concerns alongside growing speculation of a BOJ rate hike in June. Summary: The benchmark 10-year JGB yield rose 3 basis points to 2.72%, n
PBOC sets USD/ CNY reference rate for today at 6.8240 (vs. estimate at 6.7861)
· investinglive-cb· May 28, 2026The PBOC allows the yuan to fluctuate within a +/- 2% range, around this reference rate. More here. Injects 101.3bn yuan via 7-day reverse repos in open market operates today. Unchanged rate of 1.4%. This article was written by Eamonn Sheridan at investinglive.com.
Fed's Jefferson says stopping second-round inflation effects is the Fed's core task
· investinglive-cb· May 28, 2026Fed Vice Chair Jefferson says monetary policy cannot offset first-round energy price effects but must prevent them converting into second-round inflation, with the resilient labor market keeping the focus firmly on the 2% target. Summary: Source: Federal Reserve Vice Chair Philip
ECB's Lane warns Iran war inflation could persist long after conflict ends
· investinglive-cb· May 28, 2026ECB Chief Economist Lane warned that inflation from the Iran conflict could persist well beyond any resolution, citing second-round effects, supply chain repositioning, and non-linear price dynamics. Summary: Source: ECB Chief Economist Philip Lane, speaking at the Bank of Japan-
Fed's Kashkari says inflation much too high and remains his top priority
· investinglive-cb· May 28, 2026Minneapolis Fed President Kashkari says inflation is much too high and remains his top priority, warning that unanchored expectations could force more aggressive action, with energy and fertilizer costs key drivers Summary: Source: Minneapolis Federal Reserve President Neel Kashk
Frequently asked questions
- What types of insights can I find on the news page?
- The news page features insights from 18 major banks, covering central bank decisions, economic forecasts, and significant geopolitical events affecting currency markets.
- How often is the information on this page updated?
- The news page is regularly updated to reflect the latest commentary and research from the participating banks, ensuring you have access to timely information.
- Which banks are included in the FX Bank Forecast coverage?
- Our coverage includes 18 leading banks such as JPMorgan, Goldman Sachs, Bank of America, HSBC, and more, providing a diverse range of perspectives on the FX market.
- Can I trust the information provided on this page?
- Yes, the information is sourced from reputable institutional desks, ensuring that the insights and analyses are credible and based on expert research.
- Is there a focus on specific currencies or regions?
- The news page covers a wide range of currencies and regions, reflecting the global nature of the FX market and the diverse insights from our participating banks.
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.