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.
See how the Bank of England outlook moves the GBP bank consensus across 37 desks
View Bank of England outlookWelcome to the commentary section of FX Bank Forecast, where we aggregate insights and analyses from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a valuable resource for traders and investors seeking to understand the latest developments in the foreign exchange market.
Our collection features expert commentary on various economic indicators, central bank policies, and geopolitical events that influence currency movements. By normalizing research from top banks, we provide a comprehensive overview that helps you interpret market trends and make informed decisions.
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/
Bank of England: Modest insurance tightening path – Deutsche Bank - fxstreet.com
Bank of England: Modest insurance tightening path – Deutsche Bank fxstreet.com
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