What types of commentary can I find on this page?

This page features market commentary, currency forecasts, and economic insights from 18 institutional desks, providing a broad perspective on current FX trends.

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 the most current information.

Can I rely on this commentary for trading decisions?

While the commentary provides valuable insights, it is important to conduct your own research and consider multiple factors before making trading decisions.

Which banks' research is included in the commentary?

The commentary aggregates research from 18 prominent banks, including JPMorgan, Goldman Sachs, BofA, and UBS, among others.

Is there a specific focus on any currency pairs?

The commentary covers a range of currency pairs, highlighting significant trends and forecasts relevant to the FX market.

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19:55ZGlobal Rates & FX Views: Global bond selloff & credit impact 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 19:55ZGlobal Rates & FX Views: Global bond selloff & credit impact 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

23 investment banks see AUD/USD at 0.7067 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 insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page provides you with a comprehensive overview of recent market commentary, helping you make informed decisions based on expert analysis.

Here, you will find valuable insights into currency forecasts, market trends, and economic outlooks from top financial institutions. By synthesizing data from various sources, we aim to present a clear and concise picture of the current FX landscape, allowing readers to stay updated on critical developments.

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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 market commentary, currency forecasts, and economic insights from 18 institutional desks, providing a broad perspective on current FX trends.
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 the most current information.
Can I rely on this commentary for trading decisions?: While the commentary provides valuable insights, it is important to conduct your own research and consider multiple factors before making trading decisions.
Which banks' research is included in the commentary?: The commentary aggregates research from 18 prominent banks, including JPMorgan, Goldman Sachs, BofA, and UBS, among others.
Is there a specific focus on any currency pairs?: The commentary covers a range of currency pairs, highlighting significant trends and forecasts relevant to the FX market.

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