FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
See how the Reserve Bank of Australia outlook moves the AUD bank consensus across 38 desks
View Reserve Bank of Australia outlookWelcome to the Commentary page of FX Bank Forecast, where we aggregate and normalize research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a comprehensive resource for the latest insights and analyses on foreign exchange markets, offering a curated selection of commentary from top financial institutions.
Here, readers can explore a variety of topics, including economic indicators, geopolitical developments, and market trends that influence currency movements. By synthesizing research from diverse sources, we aim to provide a balanced view that helps investors and analysts make informed decisions in the dynamic FX landscape.
German industry defies higher energy prices and low water levels – for now
https://think.ing.com/snaps/german-ip-sep26/
German industry defies higher energy prices and low water levels – for now
https://think.ing.com/snaps/german-ip-sep26/
German industry defies higher energy prices and low water levels – for now
Older quick take Quick take Published 07:15 Germany Translate German industry defies higher energy prices and low water levels – for now Activity in the automotive and construction sectors experienced a post-holiday surge in September, adding to the resilience of German industry
Tech now accounts for two-thirds of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for two-thirds of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in September i
Tech now accounts for three-quarters of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for three-quarters of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in Septemb
Fed’s Collins backs another rate hike by year-end, flags three inflation pressures
Collins’ remarks reinforce expectations of another quarter-point rise before year-end, with recent Fed commentary leaning towards December rather than this month’s meeting. That should keep front-end Treasury yields supported and limit room for a sustained dollar pullback while h
Weekly Economic Commentary 5 Oct 2026 - Westpac IQ
Weekly Economic Commentary 5 Oct 2026 Westpac IQ