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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 39 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 39 institutional desks. No promotion.
See how the Bank of Japan outlook moves the JPY bank consensus across 39 desks
View Bank of Japan 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, we provide a curated selection of insights and analyses, helping you stay informed about the latest trends and developments in the FX market.
Our platform compiles and normalizes research from top banks, allowing you to easily access expert commentary on currency movements, economic indicators, and geopolitical events. Whether you're looking for daily updates or in-depth reports, our commentary section serves as a valuable resource for traders and investors alike.
Morgan Stanley flags AI as a new risk for the Australian dollar after Democratic sweep
Morgan Stanley’s view makes the Australian dollar a cleaner way to trade AI sentiment in FX, which could leave it reacting more to Nasdaq swings than to domestic data in the near term. Today’s China trade data matters as a separate driver, since strong export demand linked to AI
Chinese trade continues to ride the global AI boom
https://think.ing.com/snaps/tech-trade-drives-another-month-of-strong-trade-growth-for-china/
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