News
News
Welcome to the news section of FX Bank Forecast, your go-to aggregator for the latest foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile and normalize insights from various banks to provide a comprehensive overview of market trends and economic forecasts.
Our coverage includes key commentary and analysis from top financial institutions, helping you stay informed about pivotal developments in the FX market. Whether it's insights on central bank policies, inflation trends, or currency movements, this page serves as a valuable resource for traders and investors seeking to navigate the complexities of the foreign exchange 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
ECB policymaker Stournaras confirms a rate hike in June is the most likely development
· investinglive-cb· May 28, 2026The Governor of the Bank of Greece and ECB Governing Council member, Yannis Stournaras in a Wednesday interview with Greek newspaper Kathimerini acknowledged that while inflation overshoots might be temporary, the current environment necessitates a "careful adjustment" toward res
Christine Lagarde: When It Matters Most: Upholding Independence in Challenging Times
· ecb-press· May 28, 2026SPEECH When It Matters Most: Upholding Independence in Challenging Times Speech by Christine Lagarde, President of the ECB, at the 28th meeting of Francophone Central Bank Governors, in Phnom Penh, Cambodia Phnom Penh, 28 May 2026 “I want the bank to be in the hands of the govern
Pound To Dollar Price Forecast: GBP Steady As Markets Eye US PCE Inflation Data - Exchange Rates Org UK
· google-news-eurusd· May 28, 2026Pound To Dollar Price Forecast: GBP Steady As Markets Eye US PCE Inflation Data Exchange Rates Org UK
Fed's Goolsbee warns AI hype and oil shock are combining to push rates higher
· investinglive-cb· May 28, 2026Chicago Fed President Goolsbee warned that anticipated AI productivity gains are inflationary and that an oil shock makes the problem worse, saying the bigger the AI hype, the more rates may need to rise. Summary: Source: Chicago Federal Reserve President Austan Goolsbee, remarks
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
Frequently asked questions
- What type of news can I find on this page?
- This page features aggregated news and commentary from 18 major banks, focusing on foreign exchange market trends, economic forecasts, and central bank policies.
- How often is the news updated?
- The news section is regularly updated to reflect the latest insights and analyses from our coverage of institutional desks.
- Which banks are included in the FX research aggregation?
- Our coverage includes insights 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, it is important to conduct your own research and analysis before making trading decisions.
- Are there any specific topics covered in the news?
- Yes, the news covers a range of topics including central bank announcements, inflation data, and currency forecasts, among others.
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.