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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 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 insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page provides a comprehensive overview of recent FX research, highlighting key economic indicators, central bank actions, and market trends that influence currency movements.
Our goal is to normalize and present bank research PDFs in an accessible format, allowing readers to stay informed about the latest developments in the foreign exchange market. By examining commentary from various banks, you can gain a clearer understanding of the factors shaping currency valuations and the overall economic landscape.
Morgan Stanley admits to misjudgment as the narrative of a weak U.S. dollar suddenly reverses - 富途牛牛
Morgan Stanley admits to misjudgment as the narrative of a weak U.S. dollar suddenly reverses 富途牛牛
BOJ minutes show dissent for faster hikes as price risks skew higher
The minutes show the Bank of Japan's July hold was not unanimous, with board member Takata Hajime pushing for an immediate move to around 1.25% on the view that global inflation risks warranted a more nimble approach. The broader board leaned toward caution, wanting more time to
Bessent urges Fed to keep an open mind on rates, citing AI productivity
Bessent's comments are best read as the Treasury Secretary's own advocacy for a looser Fed reaction function rather than a signal of imminent policy change, but the framing matters for rate expectations given his direct line to a Fed chair the administration itself selected. Expl
[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
22 investment banks see AUD/USD at 0.7084 by Dec 2026
View the live AUD/USD forecast