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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 36 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
See how the Federal Reserve outlook moves the USD bank consensus across 36 desks
View Federal Reserve outlookWelcome to the Commentary page of FX Bank Forecast, your trusted source for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, BofA, and HSBC. Here, we compile insights and analyses from top banks to provide a comprehensive view of the FX market, helping you stay informed on key trends and developments.
Our platform normalizes research PDFs, making it easier for you to access and interpret expert commentary on currency movements, central bank decisions, and economic indicators. Whether you're looking for insights on the euro's performance post-ECB meetings or the impact of Chinese trade data on the Australian dollar, this page serves as your go-to resource for understanding the evolving landscape of foreign exchange.
Goldman Sachs says gold bull run not over, flags $4,000 as buy zone into FOMC - investingLive
Goldman Sachs says gold bull run not over, flags $4,000 as buy zone into FOMC investingLive
FOREX-Yen hits seven-month high; dollar soft ahead of US inflation - Bitget
FOREX-Yen hits seven-month high; dollar soft ahead of US inflation Bitget
Canadian Dollar: Trade tensions and US CPI in focus – TD Securities - Mitrade
Canadian Dollar: Trade tensions and US CPI in focus – TD Securities Mitrade
[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
China's SAFE says FX market stable, resilient amid complex global backdrop
What stands out in SAFE's remarks is as much what wasn't emphasized as what was: the regulator devoted little specific commentary to the yuan's level or direction beyond a passing reference to stability, which could be read as a signal that Beijing currently has limited concern a
Economic and event calendar in Asia Friday, July 17, 2026 - Fed speaker
Fed speaker today. Philip Jefferson is Fed Vice Chair, a centrist policymaker now navigating the Fed under new Chair Kevin Warsh. His most recent commentary emphasizes cautious optimism, expecting slightly above-trend growth, a stabilizing labor market, and inflation eventually r