Loading…
FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
Live cross-firm bank consensus across 36 desks — FX, oil & gold
View bank forecastsWelcome to the commentary section of FX Bank Forecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page provides a comprehensive overview of the latest market commentary and research, allowing you to stay informed on key developments in the foreign exchange landscape.
Here, you will find expert analyses and perspectives on monetary policy decisions, economic indicators, and currency movements. By normalizing research from top banks, we aim to present a clear and concise view of market sentiment and trends, enabling you to make informed decisions in your trading and investment strategies.
Morgan Stanley: We See Room for EUR/USD to Rise Toward 1.2150 If Yields Remain Stable - eFXdata
Morgan Stanley: We See Room for EUR/USD to Rise Toward 1.2150 If Yields Remain Stable eFXdata
Bank consensus builds for near term RBA hike as economists cite sticky inflation
The shift among major bank economists toward a near certain RBA hike this year materially changes the near term outlook for Australian rates markets. With CBA's move, six of the seven institutions covered in this post now expect at least one more increase, with the main point of
Canadian Dollar: Tariff Headlines Persist, But USD/CAD Range Remains Intact – Scotiabank - Bitcoin World
Canadian Dollar: Tariff Headlines Persist, But USD/CAD Range Remains Intact – Scotiabank Bitcoin World
[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