What types of commentary can I find on this page?

This page features commentary from 18 institutional banks, covering topics such as currency forecasts, economic analyses, and insights on monetary policy.

How is the research aggregated on this site?

Research is aggregated from PDFs provided by major banks, which are then normalized for easier reading and comparison.

Can I trust the information provided in the commentary?

Yes, the commentary is sourced from reputable institutional desks, ensuring that the insights are based on expert analysis and current market conditions.

How often is the commentary updated?

The commentary is regularly updated to reflect the latest research and market developments from the participating banks.

Is there a specific focus on any currency pairs?

While the commentary covers a range of currency pairs, it provides particular insights into major pairs such as AUD/USD and NZD/USD, among others.

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18:08ZGlobal Commodities: Dancing in the Dark 16:16ZGlobal FX: Contemplating a rotation amongst funders; outlook for BRL 15:29ZIs the coast clear for further USD strength?14:26ZSupply chain risks are changing. Shouldn’t financing change too?14:24ZUS consumers remain under pressure as sentiment slides 14:02ZSmall-Cap Revival 10:38ZConsumer Checkpoint: Strength in numbers 10:30ZCEE & CCA week ahead: Czech and Polish inflation data 09:45ZTHINK Ahead: It’s economists vs. markets, and there can only be one winner 09:10ZSpain’s rental dilemma: protecting tenants won’t fix the housing shortage 18:08ZGlobal Commodities: Dancing in the Dark 16:16ZGlobal FX: Contemplating a rotation amongst funders; outlook for BRL 15:29ZIs the coast clear for further USD strength?14:26ZSupply chain risks are changing. Shouldn’t financing change too?14:24ZUS consumers remain under pressure as sentiment slides 14:02ZSmall-Cap Revival 10:38ZConsumer Checkpoint: Strength in numbers 10:30ZCEE & CCA week ahead: Czech and Polish inflation data 09:45ZTHINK Ahead: It’s economists vs. markets, and there can only be one winner 09:10ZSpain’s rental dilemma: protecting tenants won’t fix the housing shortage

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.

Institutional FX coverage in your inbox

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