Notafirm FX Research — Bank Coverage Hub
Coverage overview
We don't currently track a firm called "Notafirm". Below is the closest match in our coverage along with the latest views from the 18 banks we do track.
Our research database aggregates FX, oil, and gold forecasts from JPMorgan, Goldman Sachs, BofA, HSBC, UBS, Citi, BNP Paribas, Société Générale, and other institutional desks. If "Notafirm" is a firm you'd like added, the contact form at the bottom of the page reaches the research desk.
Closest match in our coverage
Nomura forecasts USD/MXN at 19.2 by Q4 2026 (4.3% lower vs current 18.4). Consistent with the report's broader thesis: "Overvalued dollar to weaken; Asia FX shines as US exceptionalism fades". Bearish stance on MXN reflects the firm's view
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.
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
Top FX 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
Four Charts for Sunday
· robin-brooks-substack· May 24, 2026The Japanese Yen has fallen below Turkish Lira to become the world's weakest currency
Update on the blockade, Canada, Turkey and yields
· robin-brooks-substack· May 23, 2026A recording from Robin J Brooks's live video
The US Blockade of Iran after Six Weeks
· robin-brooks-substack· May 23, 2026Much of the commentary on the US blockade says it's failed, but that's total nonsense
US Week Ahead: Looking for signs of stress in personal spending
rbc· gmail-imap· May 22, 2026RBC Royal Bank https://click.website.rbc.com/?qs=ABB7InYiOjEsImQiOjQ4ODR9AAQAAAAAAGXWEdUff1CyVU37y85ym1ibrL-FOSNY_J2U1PLvO4hhAIvemqQfeWbvot_V4HxH7GueSCfUSDBe6Bi-3I4jQx1lPQKs5MkbzyD7ZQ View Online
Global FX: Broader impacts from the dollar bid
jpmorgan· jpm-at-any-rate· May 22, 2026We run through some of the broader considerations from the recent dollar bid including the JPY intervention outlook. This podcast was recorded on 22 May 2026. This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for importan
Global Commodities: What’s New?
jpmorgan· jpm-at-any-rate· May 22, 2026As Iran and the US continue to work towards a deal, some commodities markets have undergone structural changes. Asian LNG, for example, has been trading at an elevated premium compared to European benchmarks, while precious metals have been sidelined in the short-term. In this ep
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.