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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.
See how the Reserve Bank of Australia outlook moves the AUD bank consensus across 37 desks
View Reserve Bank of Australia outlookWelcome to the Commentary page of FX Bank Forecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This resource provides a comprehensive overview of the latest foreign exchange research, helping traders and investors stay informed about market trends and institutional perspectives.
Our commentary section features analyses and updates on key currency pairs, economic indicators, and central bank policies. By normalizing research from top banks, we aim to deliver a clear and concise understanding of the FX landscape, enabling readers to interpret the evolving market dynamics effectively.
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
Pound to Dollar Rate Hits Three-Month Low on Bond Sell-Off - CurrencyNews.co.uk
Pound to Dollar Rate Hits Three-Month Low on Bond Sell-Off CurrencyNews.co.uk
[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