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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 35 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
Live cross-firm bank consensus across 35 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary page on FX Bank Forecast, your go-to source for aggregated insights from 18 leading institutional banks, including JPMorgan, Goldman Sachs, and Bank of America. Here, we compile and normalize the latest research and commentary from top financial desks, providing you with a comprehensive overview of market trends and economic forecasts.
Our platform allows you to easily navigate through diverse perspectives on currency movements, interest rate expectations, and macroeconomic developments. By synthesizing expert analyses, we aim to equip you with the knowledge needed to make informed decisions in the dynamic foreign exchange market.
How have interest rate expectations changed after this week's events?
Rate hikes by year-end RBNZ: 50 bps (85% probability of rate hike at the next meeting) ECB: 33 bps (75% probability of rate hike at the next meeting) Fed: 32 bps (54% probability of rate hike at the next meeting) BoJ: 32 bps (51% probability of rate hike at the next meeting) BoE:
Morgan Stanley's Shawn Kim turns from bearish to bullish: memory chip market correction 'nearing an end,' raises SK Hynix EPS forecast by 13% - 富途牛牛
Morgan Stanley's Shawn Kim turns from bearish to bullish: memory chip market correction 'nearing an end,' raises SK Hynix EPS forecast by 13% 富途牛牛
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