What types of content can I find on the news page?

The news page features insights and analyses from 18 major banks, covering topics such as currency trends, economic indicators, and geopolitical events affecting the FX market.

How often is the content on the news page updated?

The content is regularly updated to reflect the latest research and commentary from our coverage of institutional desks, 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 many others, providing a diverse range of perspectives.

Can I rely on the information provided on this page for trading decisions?

While the news page aggregates expert commentary and insights, it is important to conduct your own research and consider multiple factors before making trading decisions.

Is the content on the news page free to access?

Yes, the news page is free to access, allowing you to benefit from aggregated insights without any subscription fees.

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04:00 PMGoldman Sachs Dollar To Turkish Lira Forecast: USD/TRY To Rise To 54 In 12 Months - Exchange Rates Org UK 08:49 AMPolish consumer spending to slow as caution rises 08:12 AMPolish consumer spending to slow as caution rises 06:50 AMUBS Morning audio comment: The bias to optimism reasserts itself 02:40 AMMacro Freestyle – Can emerging markets weather the oil shock?01:30 AMThe Commodities Feed: Oil trades lower as US-Iran deal noise grows 01:30 AMThe Commodities Feed: Oil trades lower as US-Iran deal noise grows 01:29 AMThe Commodities Feed: Oil trades lower as US-Iran deal noise grows 06:52 PMUS Week Ahead: Looking for signs of stress in personal spending 06:42 PMGlobal FX: Broader impacts from the dollar bid 04:00 PMGoldman Sachs Dollar To Turkish Lira Forecast: USD/TRY To Rise To 54 In 12 Months - Exchange Rates Org UK 08:49 AMPolish consumer spending to slow as caution rises 08:12 AMPolish consumer spending to slow as caution rises 06:50 AMUBS Morning audio comment: The bias to optimism reasserts itself 02:40 AMMacro Freestyle – Can emerging markets weather the oil shock?01:30 AMThe Commodities Feed: Oil trades lower as US-Iran deal noise grows 01:30 AMThe Commodities Feed: Oil trades lower as US-Iran deal noise grows 01:29 AMThe Commodities Feed: Oil trades lower as US-Iran deal noise grows 06:52 PMUS Week Ahead: Looking for signs of stress in personal spending 06:42 PMGlobal FX: Broader impacts from the dollar bid

News

Welcome to the news section of FX Bank Forecast, your go-to aggregator for institutional foreign exchange research. Here, we compile insights and analyses from 18 leading financial institutions, including JPMorgan, Goldman Sachs, Bank of America, and HSBC, among others. This page serves as a hub for the latest developments and expert commentary in the FX market, providing you with a comprehensive view of current trends and forecasts.

Our coverage includes a variety of topics, from currency performance and geopolitical events to economic indicators and market strategies. By normalizing research from top banks like UBS, Citi, and Deutsche Bank, we aim to present a balanced perspective that helps you navigate the complexities of the foreign exchange landscape.

Top bank desks we track

ANZUSD neutral

Bank of AmericaUSD bearish

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.

BarclaysUSD bearish

INR steady with RBI support. Low beta limits upside but provides defensive positioning. Targeting 86.50.

BNP ParibasUSD bearish

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

CitiUSD bullish

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

CommerzbankUSD 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

Deutsche BankUSD bearish

INR supported by improving portfolio flows and RBI policy shift. India growth premium provides fundamental support. Targeting 85.00.

Goldman SachsUSD bearish

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

Frequently asked questions

What types of content can I find on the news page?: The news page features insights and analyses from 18 major banks, covering topics such as currency trends, economic indicators, and geopolitical events affecting the FX market.
How often is the content on the news page updated?: The content is regularly updated to reflect the latest research and commentary from our coverage of institutional desks, 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 many others, providing a diverse range of perspectives.
Can I rely on the information provided on this page for trading decisions?: While the news page aggregates expert commentary and insights, it is important to conduct your own research and consider multiple factors before making trading decisions.
Is the content on the news page free to access?: Yes, the news page is free to access, allowing you to benefit from aggregated insights without any subscription fees.

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.