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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 37 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
Live cross-firm bank consensus across 37 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary page of FX Bank Forecast, your go-to source for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile insights and analyses from top banks, providing you with a comprehensive overview of current market trends and economic indicators.
This page features a curated selection of recent commentaries on key developments in the FX market, including interest rate movements, currency forecasts, and economic outlooks. By reviewing these expert analyses, readers can gain a clearer understanding of market dynamics and make informed decisions based on the latest research.
Consumer Morsel: Energy Bills: Short-term relief, longer-term challenges
~~~~~~~~~~~~~~~ Bank of America ~~~~~~~~~~~~~~~ Consumer Morsel: Energy Bills: Short-term relief, longer-term challenges Utility bill inflation has moderated, but household payments remain elevated and longer-ter
Canadian Dollar Short-term Outlook: USD/CAD Six-Day Rally Challenges Pivotal Resistance - forex.com
Canadian Dollar Short-term Outlook: USD/CAD Six-Day Rally Challenges Pivotal Resistance forex.com
BOC summary of deliberations: Governing Council agreed near-term inflation likely to stay elevated
Cited persistent high energy prices and Middle East conflict as reason market expectations for inflation had risen Members saw higher risk of inflation spreading to non-energy goods and services Members felt risks to July forecasts had become more acute Felt trade uncertainty had
[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi - Newsquawk
[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi Newsquawk
Fed's Daly says tariff impact on inflation beginning to fade
Daly's comments add a somewhat more balanced tone to recent Fed commentary, acknowledging tariff driven price pressures while also flagging early signs those effects are fading, a nuance that could support market expectations for the Fed to stay patient rather than move toward hi
Top of the Morning: Fixed Income - Resilience, recalibration, and remedies
Leslie joins to spotlight recent market conditions and how they have impacted the repricing and recalibration of fixed income assets. We also reflect on the hawkish commentary delivered from Fed Chairman Kevin Warsh during his first press conference, and what will the Fed be focu