News
News
Welcome to the news section of FX Bank Forecast, your go-to source for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, Bank of America, and HSBC. Here, we compile the latest insights and analyses from top banks, providing you with a comprehensive view of market trends and economic factors influencing currency movements.
Our coverage includes critical commentary on events impacting the forex market, such as central bank speeches, economic reports, and geopolitical developments. By synthesizing research from multiple institutions, we aim to equip traders and investors with the information needed to make informed decisions in the dynamic world of foreign exchange.
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
Dollar faces renewed strength if US-Iran talks fail, MUFG warns
mufg· investinglive-cb· May 29, 2026MUFG analysts warn the dollar could strengthen further if US-Iran talks collapse, with energy-driven inflation risks potentially pushing Fed officials toward a more hawkish stance and lifting US yields. - The US dollar faces renewed upward pressure if Washington and Tehran fail t
Bank of England Bailey, Mann and Greene due to speak at conferences: rates, crypto
· investinglive-cb· May 29, 2026BOE Governor Andrew Bailey speaks in Reykjavik Friday at 0910 GMT, followed by hawk Catherine Mann in Dubrovnik Saturday at 0940 GMT and Megan Greene on stablecoins Sunday at 1230 GMT. Bank of England Governor Andrew Bailey takes the podium in Reykjavik on Friday morning at 0910
RBNZ's Breman signals faster and larger rate hikes than previously flagged
· investinglive-cb· May 29, 2026RBNZ Governor Anna Breman said the OCR is likely to increase sooner and by more than previously signalled, citing Middle East conflict-driven inflation, weaker growth and rising input costs across New Zealand and its trading partners. Summary: RBNZ Governor Anna Breman said the g
PBOC sets USD/ CNY reference rate for today at 6.8176 (vs. estimate at 6.7685)
· investinglive-cb· May 29, 2026The PBOC allows the yuan to fluctuate within a +/- 2% range, around this reference rate. More here. Injects 123bn 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.
Katayama warns on yen volatility as intervention data looms at 1900 JST
goldman· investinglive-fx· May 29, 2026Japanese Finance Minister Katayama said decisive action can be taken against yen volatility, declining to confirm intervention history, as the MOF prepares to release intervention data covering late April to May 27 at 1900 JST: 1000 GMT 0600 US Eastern time Summary: Finance Minis
PBOC is expected to set the USD/CNY reference rate at 6.7685 – Reuters estimate
· investinglive-cb· May 29, 2026The People’s Bank of China is due to set the daily USD/CNY reference rate at around 0115 GMT (2115 US Eastern time), a fixing that remains one of the most closely watched signals in Asian foreign exchange markets. China operates a managed floating exchange rate system, under whic
Frequently asked questions
- What types of news can I find on this page?
- This page aggregates the latest foreign exchange news and analysis from 18 major banks, covering market trends, economic indicators, and geopolitical events that influence currency movements.
- How often is the news updated?
- The news section is updated regularly to provide the most current insights and analyses from institutional desks.
- Which banks are included in the coverage?
- Our coverage includes research from banks such as JPMorgan, Goldman Sachs, Bank of America, HSBC, and many others, totaling 18 leading financial institutions.
- Can I rely on this news for trading decisions?
- While the news provides valuable insights from top banks, it's essential to conduct your own research and consider multiple factors before making trading decisions.
- Are there specific topics covered in the news?
- Yes, the news covers a range of topics including central bank policies, economic data releases, currency volatility, and geopolitical events that may impact the forex market.
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.