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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 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.
Welcome to the Commentary page of FX Bank Forecast, your go-to resource for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile insights and analyses from various banks to provide a comprehensive view of market trends and movements.
Our aim is to help you navigate the complexities of the FX market by presenting a diverse range of perspectives. This page features recent commentary on market dynamics, such as the impact of political developments on the tech sector and the reactions within the FX space. Stay informed with the latest updates and expert opinions as you explore the evolving landscape of foreign exchange.
German industry defies higher energy prices and low water levels – for now
https://think.ing.com/snaps/german-ip-sep26/
German industry defies higher energy prices and low water levels – for now
https://think.ing.com/snaps/german-ip-sep26/
German industry defies higher energy prices and low water levels – for now
Older quick take Quick take Published 07:15 Germany Translate German industry defies higher energy prices and low water levels – for now Activity in the automotive and construction sectors experienced a post-holiday surge in September, adding to the resilience of German industry
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
24 investment banks see AUD/USD at 0.7077 by Dec 2026
View the live AUD/USD forecast