What types of commentary can I find on this page?

This page features aggregated insights from 18 institutional banks, covering major currency pairs, commodities, and macroeconomic trends.

How often is the commentary updated?

The commentary is regularly updated to reflect the latest insights and forecasts from the participating banks.

Can I trust the forecasts provided in the commentary?

The commentary aggregates research from reputable financial institutions, providing a diverse range of expert opinions to help inform your trading decisions.

Are there specific currency pairs that are frequently analyzed?

Yes, major currency pairs like EUR/USD, AUD/USD, and USD/JPY are commonly analyzed in the commentary.

Is there a way to access the original research PDFs?

While this page summarizes the insights, you can often find links to the original research PDFs through the respective banks' websites.

LIVE

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

Commentary

Welcome 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 foreign exchange research, helping you stay informed about market trends and forecasts from top financial institutions.

Our curated commentary includes analysis on major currency pairs like EUR/USD and AUD/USD, as well as insights into commodities such as gold. By normalizing bank research PDFs, we aim to present a clear and concise summary of market expectations, enabling you to make informed decisions based on expert opinions.

Closest existing research

Tag-matched commentary (matching "Commentary")

[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi - Newsquawk
citi· 2026-08-14
[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi Newsquawk

Frequently asked questions

What types of commentary can I find on this page?: This page features aggregated insights from 18 institutional banks, covering major currency pairs, commodities, and macroeconomic trends.
How often is the commentary updated?: The commentary is regularly updated to reflect the latest insights and forecasts from the participating banks.
Can I trust the forecasts provided in the commentary?: The commentary aggregates research from reputable financial institutions, providing a diverse range of expert opinions to help inform your trading decisions.
Are there specific currency pairs that are frequently analyzed?: Yes, major currency pairs like EUR/USD, AUD/USD, and USD/JPY are commonly analyzed in the commentary.
Is there a way to access the original research PDFs?: While this page summarizes the insights, you can often find links to the original research PDFs through the respective banks' websites.

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