What type of commentary can I find on this page?

This page features aggregated commentary from 18 major banks, covering insights on market trends, economic forecasts, and policy changes relevant to the foreign exchange market.

How often is the commentary updated?

The commentary is updated regularly to reflect the latest insights and analyses from the institutional desks we cover, ensuring you have access to timely information.

Can I trust the forecasts provided in the commentary?

The commentary is based on research from reputable financial institutions, but it is important to conduct your own analysis and consider multiple sources before making investment decisions.

Which banks' research is included in the commentary?

The commentary aggregates research from 18 institutional desks, including JPMorgan, Goldman Sachs, Bank of America, HSBC, and others.

Is there a focus on specific currencies or regions?

The commentary covers a broad range of currencies and regions, providing insights into global economic factors that influence foreign exchange markets.

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

Live cross-firm bank consensus across 37 desks — FX, oil & gold

View bank forecasts

Commentary

Welcome to the commentary section of FX Bank Forecast, where we aggregate and normalize research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page provides insights into the latest market analyses and economic forecasts, allowing you to stay informed about key trends and developments in the foreign exchange landscape.

Our collection includes expert commentary on significant events, policy changes, and market movements. By synthesizing research from major banks, we aim to present a comprehensive view that helps you navigate the complexities of FX trading and investment decisions.

Closest existing research

Tag-matched commentary (matching "Commentary")

Frequently asked questions

What type of commentary can I find on this page?: This page features aggregated commentary from 18 major banks, covering insights on market trends, economic forecasts, and policy changes relevant to the foreign exchange market.
How often is the commentary updated?: The commentary is updated regularly to reflect the latest insights and analyses from the institutional desks we cover, ensuring you have access to timely information.
Can I trust the forecasts provided in the commentary?: The commentary is based on research from reputable financial institutions, but it is important to conduct your own analysis and consider multiple sources before making investment decisions.
Which banks' research is included in the commentary?: The commentary aggregates research from 18 institutional desks, including JPMorgan, Goldman Sachs, Bank of America, HSBC, and others.
Is there a focus on specific currencies or regions?: The commentary covers a broad range of currencies and regions, providing insights into global economic factors that influence foreign exchange markets.

All research pillars

Coverage alert

Email me when FX Bank Forecast adds coverage for Canadian Dollar Weakens Against US Dollar Ahead OF KEY US Tjuvis.

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.