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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 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, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a centralized resource for the latest market commentary, providing a comprehensive view of currency trends and economic indicators based on expert analysis.
Our goal is to normalize and present bank research in an accessible format, allowing readers to easily interpret the evolving landscape of foreign exchange markets. Whether you're tracking the USD/CNY reference rate set by the PBOC or monitoring shifts in sentiment towards the yen, this page offers valuable context and updates to inform your trading decisions.
Hedge funds turn bullish on yen for first time since July 2025, CFTC data show
The new yen longs were built before a week that went against them, so a position squeeze is the near-term risk if the yen keeps sliding, especially with Tokyo closed for Silver Week and liquidity thin . Against that, any official action would now land on a market leaning the othe
ECB's Stournaras does not rule out October ECB hike if energy costs or inflation surge
Pricing is running ahead of the message. Markets see a high probability of a quarter-point move next month, yet Stournaras is openly talking about the option to wait, which leaves front-end euro rates vulnerable if incoming data softens. Oil is the swing factor, so crude and gas
[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