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 platform serves as a comprehensive resource for market participants seeking to understand the latest trends and forecasts in the foreign exchange landscape.
Here, you will find a curated selection of research excerpts and analyses that highlight key developments, such as central bank decisions and currency forecasts. By normalizing bank research PDFs, we provide a streamlined view of expert opinions, enabling you to make informed decisions based on the collective insights of top financial institutions.
Morgan Stanley raises US data-center power shortfall forecast to 33 GW - Yahoo Finance
Morgan Stanley raises US data-center power shortfall forecast to 33 GW Yahoo Finance
Global central bank tightening, high crude to restrain FII inflows to India: Kotak Securities - TradingView
Global central bank tightening, high crude to restrain FII inflows to India: Kotak Securities TradingView
Morgan Stanley warns of a 7% S&P 500 dip as rebound catalysts emerge - invezz.com
Morgan Stanley warns of a 7% S&P 500 dip as rebound catalysts emerge invezz.com
[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