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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 38 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
Live cross-firm bank consensus across 38 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary page of FX Bank Forecast, your premier source for aggregated FX research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and UBS. Here, we provide a comprehensive overview of recent market insights, analyses, and commentary from top financial institutions, helping you stay informed about the latest trends and developments in the foreign exchange market.
Our curated content includes valuable excerpts and summaries from various reports, ensuring that you have access to a wide range of perspectives on market movements and economic indicators. Whether you're looking for insights on the tech sector's impact on FX or the latest banking data from the ECB, our Commentary page serves as a vital resource for traders, analysts, and financial professionals alike.
German industry defies higher energy prices and low water levels – for now
https://think.ing.com/snaps/german-ip-sep26/
German industry defies higher energy prices and low water levels – for now
https://think.ing.com/snaps/german-ip-sep26/
German industry defies higher energy prices and low water levels – for now
Older quick take Quick take Published 07:15 Germany Translate German industry defies higher energy prices and low water levels – for now Activity in the automotive and construction sectors experienced a post-holiday surge in September, adding to the resilience of German industry
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