What type of commentary can I find on this page?

This page features aggregated commentary from 18 institutional banks, focusing on recent market trends, monetary policy decisions, and economic indicators that affect currency movements.

How often is the commentary updated?

The commentary is updated regularly to reflect the latest insights and analyses from the participating banks, ensuring you have access to current market information.

Can I find specific forecasts for currency pairs here?

While this page provides expert analysis and insights, it does not contain specific forecasts or price levels. Instead, it focuses on the factors influencing currency movements.

Who are the institutional desks contributing to this commentary?

The commentary is sourced from 18 leading banks, including JPMorgan, Goldman Sachs, BofA, HSBC, and others, providing a diverse range of perspectives.

Is there a focus on any particular currency or region?

The commentary covers a wide range of currencies and regions, reflecting the global nature of the foreign exchange market and the insights from various institutional desks.

LIVE

18:48ZGlobal Commodities: The final 11%18:18ZGlobal FX: Spilled OATs, Payrolls, Risks to carry 17:06ZGlobal Rates: Mixed themes in European rates – Euro area sovereign spreads and France, seasonality in DM rates, cross-currency basis update and UK rate markets 15:59ZGlobal Rates - Increasing risk of CTD switches in UST and Eurex futures 15:25ZAre spillovers for the FX market from the global bond market sell-off getting bigger?13:10ZCooler US jobs growth supports a Federal Reserve pause in October 10:25ZCEE & CCA week ahead: Polish rate decision and inflation data across Central Europe 09:34ZEurozone inflation soars to 3.8% in September 09:10ZTHINK Ahead: Britain is not the next France. For now…08:18ZUBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'18:48ZGlobal Commodities: The final 11%18:18ZGlobal FX: Spilled OATs, Payrolls, Risks to carry 17:06ZGlobal Rates: Mixed themes in European rates – Euro area sovereign spreads and France, seasonality in DM rates, cross-currency basis update and UK rate markets 15:59ZGlobal Rates - Increasing risk of CTD switches in UST and Eurex futures 15:25ZAre spillovers for the FX market from the global bond market sell-off getting bigger?13:10ZCooler US jobs growth supports a Federal Reserve pause in October 10:25ZCEE & CCA week ahead: Polish rate decision and inflation data across Central Europe 09:34ZEurozone inflation soars to 3.8% in September 09:10ZTHINK Ahead: Britain is not the next France. For now…08:18ZUBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'

22 investment banks see AUD/USD at 0.7084 by Dec 2026

View the live AUD/USD forecast

Commentary

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 into recent market trends and monetary policy decisions that can impact currency movements, helping traders and investors make informed decisions.

Here, you will find a collection of expert analyses and commentary on various currency pairs and economic indicators. Our goal is to present a comprehensive overview of the latest developments in the foreign exchange market, allowing you to stay updated on factors influencing currency valuations and central bank actions.

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Frequently asked questions

What type of commentary can I find on this page?: This page features aggregated commentary from 18 institutional banks, focusing on recent market trends, monetary policy decisions, and economic indicators that affect currency movements.
How often is the commentary updated?: The commentary is updated regularly to reflect the latest insights and analyses from the participating banks, ensuring you have access to current market information.
Can I find specific forecasts for currency pairs here?: While this page provides expert analysis and insights, it does not contain specific forecasts or price levels. Instead, it focuses on the factors influencing currency movements.
Who are the institutional desks contributing to this commentary?: The commentary is sourced from 18 leading banks, including JPMorgan, Goldman Sachs, BofA, HSBC, and others, providing a diverse range of perspectives.
Is there a focus on any particular currency or region?: The commentary covers a wide range of currencies and regions, reflecting the global nature of the foreign exchange market and the insights from various institutional desks.

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.