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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.
See how the Bank of England outlook moves the GBP bank consensus across 35 desks
View Bank of England outlookWelcome to the Commentary page on FX Bank Forecast, your go-to source for aggregated insights from 18 leading financial institutions, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile and normalize research PDFs to provide a comprehensive overview of the latest trends and analyses in the foreign exchange market.
This page features expert commentary on various currency pairs, economic indicators, and market movements, allowing readers to stay informed about the factors influencing global currencies. By synthesizing research from multiple banks, we aim to deliver a balanced perspective that helps traders and investors make informed decisions.
Romanian retail sales: the pain of adjustment
Older quick take Quick take Published 09:50 Romania Romanian retail sales: the pain of adjustment Retail sales struggled visibly through June, signalling that private consumption will be a major drag on output in the second quarter of 2026. While some tentative stabilisation sign
Canadian dollar seen rangebound as domestic economy recovers: Reuters poll - BNN Bloomberg
Canadian dollar seen rangebound as domestic economy recovers: Reuters poll BNN Bloomberg
Canadian dollar seen rangebound as domestic economy recovers: Reuters poll - reuters.com
Canadian dollar seen rangebound as domestic economy recovers: Reuters poll reuters.com
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