FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
Live cross-firm bank consensus across 38 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 present insights and analyses from top experts in the field, providing a comprehensive overview of current market trends and economic factors influencing currency movements.
Our commentary covers a wide range of topics, including the implications of recent political events, central bank policies, and market dynamics. By normalizing research from various banks, we aim to equip traders and investors with the information they need to make informed decisions in the ever-evolving FX landscape.
Gold may rally to USD 4,500, silver faces downside risks amid AI sector volatility: Kotak Neo's Kaynat Chainwala - Big News Network.com
Gold may rally to USD 4,500, silver faces downside risks amid AI sector volatility: Kotak Neo's Kaynat Chainwala Big News Network.com
Goldman Sachs Lowers Gold Price Forecasts Amid Federal Reserve’s Hawkish Stance - صحيفة مال
Goldman Sachs Lowers Gold Price Forecasts Amid Federal Reserve’s Hawkish Stance صحيفة مال
Consumer resilience
Consumers cut savings to offset weak real wage growth. But the rise of alternative income sources may play a role in consumer resilience. https://secure.ubs.com/campaign/r/?id=t672b2902,1ffaf24c,28ff1fc2
Tech now accounts for two-thirds of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for two-thirds of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in September i
Tech now accounts for three-quarters of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for three-quarters of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in Septemb
Fed’s Collins backs another rate hike by year-end, flags three inflation pressures
Collins’ remarks reinforce expectations of another quarter-point rise before year-end, with recent Fed commentary leaning towards December rather than this month’s meeting. That should keep front-end Treasury yields supported and limit room for a sustained dollar pullback while h
Weekly Economic Commentary 5 Oct 2026 - Westpac IQ
Weekly Economic Commentary 5 Oct 2026 Westpac IQ