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FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
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Path: /reports/goldman/trades/long-eur-usd-eur/gmail:297a4b1a-766b-42e1-acbb-c59d81c226fe@las1s04mta0167.xt.local
US Rates - Cash continues to roll in
Ipek Ozil and Pankaj Vohra discuss some of the latest developments in funding. Speakers Ipek Ozil, Head, U.S. Interest Rate Derivatives Strategy Pankaj Vohra, U.S. Short Duration Strategist This podcast was recorded on July 10, 2026. This communication is provided for information
The costs—and the economic prize—of the West Coast Oil Pipeline
RBC Royal Bank https://click.website.rbc.com/?qs=ABB7InYiOjEsImQiOjQ5MzN9AAQAAAAAAOgTfUkP9DCdtgKhGkEh-T4d-Et2F4kiSooRJVsmzPPX4d0LHJpqayF3QueuOSgQ5vRo4xxCaSlGXMHgYhdWLBfeWIjFrVrd View Online
Global Commodities: A sense of déjà vu
Just as markets embraced an open Strait of Hormuz, a sense of déjà vu has washed over the commodities world when vessels were attacked this week. At the same time, Russian refineries continue to be targeted by drones, copper is again consumed by tariff uncertainty and the gas sit
Global FX: Keep calm and carry on
Arindam Sandilya, James Nelligan and Junya Tanase discuss the week in currencies. This podcast was recorded on 10 July 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GP