What types of commentary can I find on this page?

This page features commentary from 18 major banks, covering insights on monetary policy, economic indicators, and market trends affecting foreign exchange.

How often is the commentary updated?

The commentary is regularly updated to reflect the latest research and insights from the institutional desks, ensuring that you have access to timely information.

Can I find specific bank research reports here?

While this page aggregates commentary, it does not provide full bank research reports. Instead, it summarizes key insights and trends from those reports.

What should I consider when interpreting the commentary?

It's important to consider the context of each commentary, including the economic environment and the specific focus of each bank's analysis, as these factors can influence their perspectives.

Is the commentary biased towards any particular currency or region?

The commentary aims to provide a balanced view across various currencies and regions, reflecting the diverse insights from the 18 institutional desks.

AUD/USD Forecast: Bulls eye further gains above 0.7150

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18:08ZGlobal Commodities: Dancing in the Dark 16:16ZGlobal FX: Contemplating a rotation amongst funders; outlook for BRL 15:29ZIs the coast clear for further USD strength?14:26ZSupply chain risks are changing. Shouldn’t financing change too?14:24ZUS consumers remain under pressure as sentiment slides 14:02ZSmall-Cap Revival 10:38ZConsumer Checkpoint: Strength in numbers 10:30ZCEE & CCA week ahead: Czech and Polish inflation data 09:45ZTHINK Ahead: It’s economists vs. markets, and there can only be one winner 09:10ZSpain’s rental dilemma: protecting tenants won’t fix the housing shortage 18:08ZGlobal Commodities: Dancing in the Dark 16:16ZGlobal FX: Contemplating a rotation amongst funders; outlook for BRL 15:29ZIs the coast clear for further USD strength?14:26ZSupply chain risks are changing. Shouldn’t financing change too?14:24ZUS consumers remain under pressure as sentiment slides 14:02ZSmall-Cap Revival 10:38ZConsumer Checkpoint: Strength in numbers 10:30ZCEE & CCA week ahead: Czech and Polish inflation data 09:45ZTHINK Ahead: It’s economists vs. markets, and there can only be one winner 09:10ZSpain’s rental dilemma: protecting tenants won’t fix the housing shortage

FX BANK FORECAST · COVERAGE

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.

Institutional FX coverage in your inbox

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