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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 39 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 39 institutional desks. No promotion.
Welcome 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 provides a comprehensive overview of the latest foreign exchange research, offering a synthesis of expert opinions and forecasts on major currency pairs.
Readers can explore diverse perspectives on currencies such as the Australian Dollar, Canadian Dollar, Euro, and Yen, among others. By normalizing research from top banks, we aim to deliver a clear and concise understanding of market trends, helping investors and traders make informed decisions.
Morgan Stanley flags automation threat to TP’s growth and margins By Investing.com - Investing.com South Africa
Morgan Stanley flags automation threat to TP’s growth and margins By Investing.com Investing.com South Africa
The Commodities Feed: Stronger dollar weighs on commodities
https://think.ing.com/articles/the-commodities-feed-stronger-dollar-weighs-on-commodities/
Fed’s Goolsbee calls CPI ‘borderline disturbing’, flags three inflation worries
Strong language like this from Goolsbee adds weight to the hawkish run of Fed commentary after the CPI report, and it strengthens pricing for a December hike. His focus on services and expectations points to concern about entrenched inflation, not transitory shocks, which raises
Tech now accounts for two-thirds of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for two-thirds of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in September i
Tech now accounts for three-quarters of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for three-quarters of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in Septemb
Fed’s Collins backs another rate hike by year-end, flags three inflation pressures
Collins’ remarks reinforce expectations of another quarter-point rise before year-end, with recent Fed commentary leaning towards December rather than this month’s meeting. That should keep front-end Treasury yields supported and limit room for a sustained dollar pullback while h
Weekly Economic Commentary 5 Oct 2026 - Westpac IQ
Weekly Economic Commentary 5 Oct 2026 Westpac IQ
26 investment banks see USD/CAD at 1.37 by Dec 2026
View the live USD/CAD forecast