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.
Welcome to the commentary page of FX Bank Forecast, where we aggregate and normalize research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page provides insights and updates on currency movements, economic indicators, and central bank policies, helping traders and analysts stay informed.
Here, you will find a compilation of recent commentary and analysis from top financial institutions, allowing you to interpret market trends and make informed decisions. Whether you're looking for updates on the USD/CNY reference rate set by the PBOC or insights into the RBA's monetary policy, our aggregated research serves as a valuable resource for understanding the forex landscape.
Is the Yen Carry Trade Spiking Global Yields?
Yields are spiking because of huge deficits, not because of a Yen carry trade unwind
BoE’s Taylor questions whether a single “insurance hike” would be seen as the start of a series
omments from BoE’s Taylor cross the wires: Does not know if the BoE can do a single “insurance hike” that would not be misinterpreted as the start of a series. Every time oil futures curves rise, the greater the risk they get to a 2022-type inflation scenario. If wage growth expe
[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
23 investment banks see AUD/USD at 0.7067 by Dec 2026
View the live AUD/USD forecast