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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, your comprehensive aggregator of foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, you will find a curated selection of insights and analyses that reflect the latest trends and developments in the FX market.
Our platform normalizes bank research PDFs, providing you with easy access to expert commentary on various currency pairs and macroeconomic factors. Whether you're interested in the impact of central bank policies, commodity price fluctuations, or regional economic shifts, this page serves as a valuable resource for understanding the dynamics shaping the foreign exchange landscape.
STMicroelectronics stock falls after AI slowdown hit, UBS sees upside with EUR 80 target - ad-hoc-news.de
STMicroelectronics stock falls after AI slowdown hit, UBS sees upside with EUR 80 target ad-hoc-news.de
Bessent: For a nominal amount, the US Treasury was able to signal support for Japanese policies
I take this comment from Treasury Secretary Scott Bessent as a bullish one for USD/JPY, all else equal. He leaked the above photo, which was obviously staged, and has been talking curiously tough in what's looking more like a jawboning effort than a real credible push. Now we hav
Dow Jones Forecast: DJIA rebounds as Trump seeks exit plan as mixed messaging continues - stonex.com
Dow Jones Forecast: DJIA rebounds as Trump seeks exit plan as mixed messaging continues stonex.com
[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