News
News
Welcome to the news section of FX Bank Forecast, your go-to aggregator for the latest insights from 18 leading institutional banks, including JPMorgan, Goldman Sachs, Bank of America, and HSBC. Here, we compile and normalize research PDFs, providing you with a comprehensive overview of market commentary and economic forecasts from top financial institutions.
Our coverage includes a wide range of topics, such as currency trends, interest rate outlooks, and macroeconomic analyses. By bringing together expert opinions and research from these reputable banks, we aim to equip you with the information needed to navigate the complex world of foreign exchange markets effectively.
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
Fed Gov Cook says rates should hold for now but flags hike risk on stubborn inflation
· investinglive-cb· May 27, 2026Fed Governor Cook says holding rates steady is right for now but warns she is prepared to hike if inflation fails to ease, citing tariffs, Iran war, and AI investment as key price pressures. Summary: Source: Federal Reserve Governor Lisa Cook, remarks prepared for the AI policy f
Bond market selloff
bofa· bofa-research-podcast· May 27, 2026Please join Sphia Salim in conversation with global rates strategists to discuss the broad bond market selloff of the past week. We will explore its drivers across regions and the risks of a further extension of the moves, as well as the policy elements that can cap the rise in y
USD/CAD Rally Above 1.38 Looks “Overdone”: Scotiabank Canadian Dollar Forecast - Exchange Rates Org UK
· google-news-eurusd· May 27, 2026USD/CAD Rally Above 1.38 Looks “Overdone”: Scotiabank Canadian Dollar Forecast Exchange Rates Org UK
AUD/NZD experiences the largest single-day decline since 2022 on divergent drivers
· investinglive-fx· May 27, 2026The pair looks to have reached an inflection point that is leading to a deeper pullback from its recent 13-year high. The RBNZ held its Official Cash Rate steady at 2.25% today but delivered a hawkish surprise. The central bank revealed that its decision was split 3-3, forcing a
ECB's de Guindos says current shock is causing lower economic growth and higher inflation
· investinglive-cb· May 27, 2026Full report here De Guindos characterized the current situation as a global supply shock that will ultimately lead to a combination of lower economic growth and higher inflation. He said that while the overall net impact is inflationary, the resulting economic slowdown is already
A Seismic Shift
jpmorgan· gmail-imap· May 27, 2026What’s driving the evolution of shareholder activism? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
Frequently asked questions
- What types of insights can I find in the news section?
- In the news section, you can find insights on currency trends, interest rate forecasts, and macroeconomic analyses from 18 leading banks.
- Which banks are included in the FX Bank Forecast coverage?
- Our coverage includes major banks such as JPMorgan, Goldman Sachs, Bank of America, HSBC, and many others, totaling 18 institutional desks.
- How often is the news content updated?
- The news content is regularly updated to reflect the latest research and commentary from our covered banks.
- Can I access the original research documents from the banks?
- Yes, we aggregate and normalize research PDFs, allowing you to access and review the original documents from the banks.
- What should I consider when interpreting the news content?
- While the news section provides expert insights, it's important to consider the broader economic context and your own investment strategy before making decisions.
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