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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 35 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
Live cross-firm bank consensus across 35 desks — FX, oil & gold
View bank forecastsWelcome 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 platform provides a comprehensive overview of market trends, economic indicators, and currency forecasts, enabling traders and investors to make informed decisions.
On this page, you will find a curated selection of recent commentary from top financial institutions. Our goal is to present relevant analysis that highlights key developments in the foreign exchange market, such as inflation trends, retail sales performance, and central bank policy shifts. Readers can leverage this information to better understand market dynamics and anticipate potential movements.
Romanian retail sales: the pain of adjustment
Older quick take Quick take Published 09:50 Romania Romanian retail sales: the pain of adjustment Retail sales struggled visibly through June, signalling that private consumption will be a major drag on output in the second quarter of 2026. While some tentative stabilisation sign
Morgan Stanley lifts price targets for Alpha Bank and National Bank of Greece - Cyprus Mail
Morgan Stanley lifts price targets for Alpha Bank and National Bank of Greece Cyprus Mail
The Commodities Feed: Oil under pressure as Iran and Oman reach Hormuz deal
https://think.ing.com/articles/the-commodities-feed-oil-under-pressure-as-iran-and-oman-reach-hormuz-deal060826/
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