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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.
Welcome to the commentary page of FX Bank Forecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a hub for the latest research and analysis on foreign exchange markets, providing a comprehensive overview of current trends and economic indicators.
Here, you will find a collection of recent commentary excerpts that highlight key developments affecting currency movements. By synthesizing information from top banks, we aim to equip traders and investors with the knowledge needed to navigate the complexities of the FX landscape.
Economic and event calendar in Asia, Monday, November 16, 2026. BoJ, China data, Japan GDP.
Busy session coming up: 1. Japan Q3 GDP, preliminary (23:50 GMT / 6:50 pm ET Sunday) Consensus: +0.1% q/q and +0.3% annualised, down from +0.4% q/q and +1.4% annualised in Q2. The deflator is expected to hold at 2.6% y/y. Preview: In a poll of 16 economists, the median estimate i
Goldman Sachs Cuts 2027 Gold Price Forecast to $4,650 - logos-pres.md
Goldman Sachs Cuts 2027 Gold Price Forecast to $4,650 logos-pres.md
Sunset Market Commentary - Action Forex
Sunset Market Commentary Action Forex
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
20 investment banks see GBP/USD at 1.3510 by Dec 2026
View the live GBP/USD forecast