Loading…
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.
Live cross-firm bank consensus across 39 desks — FX, oil & gold
View bank forecastsWelcome 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, and Bank of America. Here, you will find a curated selection of insights and analyses that reflect the latest trends and developments in the FX market, helping you stay informed about currency movements and investment strategies.
Our platform normalizes research PDFs from top banks such as HSBC, UBS, and Citi, making it easier for you to access and interpret critical market commentary. Whether you are looking for expert opinions on currency pairs like USD/CAD or insights into broader economic factors, this page serves as a comprehensive resource for traders and investors alike.
https://think.ing.com/articles/the-commodities-feed-stronger-dollar-weighs-on-commodities/
Fed’s Goolsbee calls CPI ‘borderline disturbing’, flags three inflation worries
Strong language like this from Goolsbee adds weight to the hawkish run of Fed commentary after the CPI report, and it strengthens pricing for a December hike. His focus on services and expectations points to concern about entrenched inflation, not transitory shocks, which raises
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