FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
Live cross-firm bank consensus across 36 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary page of FX Bank Forecast, your premier source for aggregated FX research from 18 leading institutional banks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile and normalize insights and analyses from top financial desks to provide you with a comprehensive overview of market trends and forecasts.
Our platform features a range of commentary on various financial instruments, including currencies, commodities, and macroeconomic indicators. By leveraging the expertise of major banks, we aim to equip traders and investors with the information they need to make informed decisions in a rapidly evolving market landscape.
Can the Treasury simply use its deposit account to finance Treasury buybacks?
https://think.ing.com/snaps/can-the-treasury-simply-use-its-deposit-account-to-finance-treasury-buybacks/
ICYMI - Morgan Stanley lifts Brent forecast to $100 as oil market tightens - investingLive
ICYMI - Morgan Stanley lifts Brent forecast to $100 as oil market tightens investingLive
Canadian Dollar Outlook: UBS Cuts 2027 Forecast As Fed Tightening Risk Fades - Exchange Rates UK
Canadian Dollar Outlook: UBS Cuts 2027 Forecast As Fed Tightening Risk Fades Exchange Rates UK
[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
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