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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 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.
See how the Bank of Japan outlook moves the JPY bank consensus across 36 desks
View Bank of Japan outlookWelcome to the Commentary section of FX Bank Forecast, where we aggregate and normalize insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and Bank of America. This page serves as a comprehensive resource for market commentary, providing you with a curated view of the latest analyses and perspectives on foreign exchange dynamics.
Here, you can explore recent commentary on key economic indicators, central bank actions, and geopolitical developments that influence currency markets. Our aim is to present a balanced overview of the current landscape, enabling readers to make informed decisions based on expert insights.
The Commodities Feed: Oil falls as Strait of Hormuz talks advance
https://think.ing.com/articles/the-commodities-feed-oil-falls-on-strait-of-hormuz-talks/
The Commodities Feed: Oil falls as Strait of Hormuz talks advance
Articles The Commodities Feed: Oil falls as Strait of Hormuz talks advance Published 02:46 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Oil prices remain under downward pressure as Iran and Oman talks on the Strait of Hormuz move
Morgan Stanley forecasts up to 2 GW of Cipher and Riot AI leases by October - Blockspace Media
Morgan Stanley forecasts up to 2 GW of Cipher and Riot AI leases by October Blockspace Media
[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