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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 resource for aggregated FX research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, you will find a curated selection of insights and analyses that reflect the latest trends and developments in the foreign exchange market.
This platform normalizes research from top financial institutions, allowing you to easily access expert commentary on key economic indicators, currency movements, and geopolitical events. Whether you're looking for updates on the Australian Dollar, insights on gold prices, or the implications of central bank policies, our commentary section provides a comprehensive overview to help you stay informed.
ECB's Stournaras does not rule out October ECB hike if energy costs or inflation surge
Pricing is running ahead of the message. Markets see a high probability of a quarter-point move next month, yet Stournaras is openly talking about the option to wait, which leaves front-end euro rates vulnerable if incoming data softens. Oil is the swing factor, so crude and gas
German state elections: Two states, two extremes
https://think.ing.com/snaps/german-state-elections-two-states-two-extremes/
[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