What type of commentary can I find on this page?

This page features aggregated commentary from 18 major banks, offering insights into current market trends, economic forecasts, and central bank policies.

How often is the commentary updated?

The commentary is updated regularly to reflect the latest insights and analyses from the participating banks, ensuring you have access to timely information.

Can I find specific forecasts for currency pairs here?

While this page provides insights and analyses, it does not offer specific forecasts for currency pairs. Instead, it aggregates expert opinions and trends from multiple banks.

What is the significance of the Bank of Japan's commentary?

The Bank of Japan's commentary is crucial as it reflects the central bank's stance on monetary policy, which can significantly impact the yen and Japanese government bond yields.

How do the views of different banks vary?

The views of different banks may vary based on their economic outlooks, market analyses, and interpretations of data, providing a diverse perspective on the FX market.

US Monetary Policy: Canadian Dollar gains as US inflation cools Fed October rate hike bets

LIVE

11:30ZTo what extent is the rise in long-dated rates attributable to AI?10:40ZFrance’s budget offers no quick relief for bond markets 10:20ZCzech manufacturing supported by new orders and strong hiring 09:25ZMonitoring Bulgaria: From euro adoption to the fiscal test 07:27ZThe Commodities Feed: Oil falls as Middle East supply fears ease 06:40ZFX Daily: Dollar is on a roll 13:16ZSofter-than-feared US inflation despite robust spending 12:27ZCzech economy set to operate below its potential 12:20ZRising fuel prices push German inflation towards three-year high 12:01ZRemaining Unfazed 11:30ZTo what extent is the rise in long-dated rates attributable to AI?10:40ZFrance’s budget offers no quick relief for bond markets 10:20ZCzech manufacturing supported by new orders and strong hiring 09:25ZMonitoring Bulgaria: From euro adoption to the fiscal test 07:27ZThe Commodities Feed: Oil falls as Middle East supply fears ease 06:40ZFX Daily: Dollar is on a roll 13:16ZSofter-than-feared US inflation despite robust spending 12:27ZCzech economy set to operate below its potential 12:20ZRising fuel prices push German inflation towards three-year high 12:01ZRemaining Unfazed

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.

Institutional FX coverage in your inbox

Commentary

Commentary

Closest existing research

Tag-matched commentary (matching "Commentary")

Frequently asked questions

All research pillars