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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 36 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
See how the Federal Reserve outlook moves the USD bank consensus across 36 desks
View Federal Reserve outlookWelcome 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 comprehensive resource for understanding the latest market perspectives and trends in foreign exchange, drawing from the expertise of top financial institutions.
Here, you will find a curated selection of recent commentary excerpts that highlight key developments in the FX market. From shifts in central bank policies to currency forecasts, our aim is to provide you with a balanced view of the current landscape, enabling you to make informed decisions based on the collective research of major banks.
Bank consensus builds for near term RBA hike as economists cite sticky inflation
The shift among major bank economists toward a near certain RBA hike this year materially changes the near term outlook for Australian rates markets. With CBA's move, six of the seven institutions covered in this post now expect at least one more increase, with the main point of
Canadian Dollar: Tariff Headlines Persist, But USD/CAD Range Remains Intact – Scotiabank - Bitcoin World
Canadian Dollar: Tariff Headlines Persist, But USD/CAD Range Remains Intact – Scotiabank Bitcoin World
Canadian Dollar: Tariff headlines but range intact against US Dollar – Scotiabank - FXStreet
Canadian Dollar: Tariff headlines but range intact against US Dollar – Scotiabank FXStreet
[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
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