News
News
Welcome to the news section of FX Bank Forecast, where we aggregate and normalize research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, Bank of America, and HSBC. This page serves as a comprehensive resource for the latest insights and analyses on foreign exchange markets, providing you with access to valuable commentary and data from top financial institutions.
Here, you will find updates on market trends, economic indicators, and central bank policies that impact currency movements. Our coverage includes key perspectives on emerging markets, inflation expectations, and growth forecasts, allowing you to stay informed and make educated decisions in the ever-evolving 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
EM Fixed Income: EM resilience amid renewed USD strength and idiosyncratic pitfalls
jpmorgan· jpm-at-any-rate· May 28, 2026Anezka Christovova, Ben Ramsey and Nishant Poojary discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 28th May 2026. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may no
Atlanta Fed GDPNow estimate for Q2 comes in at 3.8% down from 4.3%
· investinglive-cb· May 28, 2026The Atlanta Fed GDPN estimate for Q2 growth comes in at 3.8% In their own words: The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the second quarter of 2026 is 3.8 percent on May 28, down from 4.3 percent on May 21. After this morning’s releases
More from Fed's Musalem: Baseline is inflation will take longer to come down
· investinglive-cb· May 28, 2026Baseline Outlook is that inflation will take longer to come back down to target. Sees risk that inflation may not converge to target as we would like. There is a scenario where economy might require a rate increase. If we don't see disinflation in the next one – two quarters that
Feds Musalem: Caution warranted in the face of upward inflation pressures
· investinglive-cb· May 28, 2026St. Louis Fed Pres. Musalem is speaking and he says: Fed’s real policy rate is below the long-run neutral rate, longer-term inflation expectations are drifting up, and the labor market remains stable. Fed’s caution is warranted given the risk of renewed upward inflation pressures
More from Feds Williams: We have a solid US economy.
· investinglive-cb· May 28, 2026More from NY Fed Pres. Williams: We have a solid US economy Characterizes the labor market as doing well says that AI will have lasting impact on productivity Calls US dynamism as a reason behind the rising productivity Some of the US productivity rise predates the rise of AI. Hi
ECB April meeting account notes that upside risks to inflation had intensified
· investinglive-cb· May 28, 2026Upside risks to inflation and downside risks to growth had intensified The economy had already been weakening, held back by persistent uncertainty Such weakness could persist well beyond the end of the conflict The energy price shock and associated supply disruption posed a dilem
Frequently asked questions
- What type of content can I find on the news page?
- The news page features aggregated insights and analyses from 18 major banks, covering market trends, economic indicators, and central bank policies relevant to foreign exchange.
- 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.
- How often is the news content updated?
- The news content is regularly updated to reflect the latest research and commentary from the participating banks.
- Can I trust the information provided on this page?
- Yes, the information is sourced from reputable institutional desks, ensuring that you receive high-quality and reliable insights.
- Is there a focus on specific regions or markets in the news section?
- The news section covers a wide range of topics, including emerging markets, developed economies, and specific currency movements, providing a holistic view of the FX landscape.
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.