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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, your go-to source for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile insights and analyses from top banks to provide a comprehensive overview of the current FX landscape.
Our platform normalizes research PDFs, making it easier for you to access expert commentary on currency movements, economic forecasts, and market trends. Whether you're interested in the latest updates on the Euro, Pound, or emerging market currencies, our aggregated content will help you stay informed and make better trading decisions.
Hedge funds turn bullish on yen for first time since July 2025, CFTC data show
The new yen longs were built before a week that went against them, so a position squeeze is the near-term risk if the yen keeps sliding, especially with Tokyo closed for Silver Week and liquidity thin . Against that, any official action would now land on a market leaning the othe
ECB's Stournaras does not rule out October ECB hike if energy costs or inflation surge
Pricing is running ahead of the message. Markets see a high probability of a quarter-point move next month, yet Stournaras is openly talking about the option to wait, which leaves front-end euro rates vulnerable if incoming data softens. Oil is the swing factor, so crude and gas
[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
Top of the Morning: Fixed Income - Resilience, recalibration, and remedies
Leslie joins to spotlight recent market conditions and how they have impacted the repricing and recalibration of fixed income assets. We also reflect on the hawkish commentary delivered from Fed Chairman Kevin Warsh during his first press conference, and what will the Fed be focu
24 investment banks see AUD/USD at 0.7089 by Dec 2026
View the live AUD/USD forecast