FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
Live cross-firm bank consensus across 37 desks — FX, oil & gold
View bank forecastsWelcome to the commentary page of FX Bank Forecast, your go-to aggregator for FX research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and Bank of America. Here, we provide a comprehensive overview of the latest market insights and analyses, helping you stay informed about currency trends and economic forecasts.
Our curated selection of commentary reflects diverse perspectives from top banks, covering a range of topics such as geopolitical risks, commodity price movements, and sector-specific developments. By normalizing research from these esteemed institutions, we aim to equip you with the knowledge needed to navigate the complexities of the foreign exchange market.
The Commodities Feed: Oil steadies as Middle East tensions linger
https://think.ing.com/articles/the-commodities-feed-oil-steadies-as-middle-east-tensions-linger/
The Commodities Feed: Oil steadies as Middle East tensions linger
Articles The Commodities Feed: Oil steadies as Middle East tensions linger Published 07:37 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Crude oil prices recovered this morning, clawing back some of yesterday’s losses as pers
Goldman bets on falling yields, rising stocks (SPX:) - Seeking Alpha
Goldman bets on falling yields, rising stocks (SPX:) Seeking Alpha
[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