Commentary
Commentary
Welcome to the Commentary page on FX Bank Forecast, your go-to resource for aggregated insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile and normalize research PDFs, providing you with a comprehensive overview of market trends and expert analyses on currency movements.
Our platform features a variety of perspectives on key economic indicators and central bank policies, allowing you to stay informed about the latest developments in the foreign exchange market. Whether you're looking for insights on the Japanese yen's performance or the Euro to Dollar forecast, our aggregated commentary offers valuable information to help you navigate the complexities of FX trading.
Closest existing research
The Commodities Feed: Mixed US-Iran messages leave oil seesawing
ing· gmail-imap· Jun 2, 2026https://think.ing.com/articles/the-commodities-feed-mixed-messages-leaves-oil-see-sawing020626/
The Commodities Feed: Mixed US-Iran messages leave oil seesawing
ing· ing-think· Jun 2, 2026EUROPE: Oil price direction continues to be dictated by Iran-related headlines amid considerable uncertainty over how negotiations between the US and Iran are progressing
Citi reiterate forecast for a 25bp RBA rate hike at the Bank's August meeting.
citi· investinglive-cb· Jun 2, 2026Earlier: Australia lifts minimum wage by 4.75%. Analysts at Citi said Australia's minimum wage increase, layered on top of existing cost pressures, reinforced their call for a fourth RBA rate hike in August to 4.60%. The bank flagged upside inflation risks persisting into the sec
Tag-matched commentary (matching "Commentary")
The US Blockade of Iran after Six Weeks
· robin-brooks-substack· May 23, 2026Much of the commentary on the US blockade says it's failed, but that's total nonsense
ECBs Lane:Monetary policy decisions will continue to be made on a meeting-by-meeting basis
· investinglive-cb· May 13, 2026ECBs Lane gave a speech at a Dinner event. Below are the main commentary on the Economy/Policy. Supply-driven energy shocks hurt euro area growth: Lane said oil-price increases caused by supply disruptions — especially geopolitical events — tend to lower euro area GDP growth by a
Taking Stock of the US Blockade
· robin-brooks-substack· May 5, 2026There's endless commentary that the blockade has failed, but that's total nonsense
Frequently asked questions
- What type of commentary can I find on this page?
- This page aggregates commentary from 18 institutional banks, providing insights on currency movements, economic indicators, and central bank policies.
- How often is the commentary updated?
- The commentary is updated regularly to reflect the latest research and insights from the participating banks.
- Can I access the original research PDFs?
- Yes, the platform includes links to the original research PDFs for deeper insights and detailed analyses.
- What banks are included in the commentary?
- The commentary includes insights from major banks such as JPMorgan, Goldman Sachs, BofA, HSBC, and others.
- Is the commentary focused on specific currencies?
- Yes, the commentary covers a range of currencies, with a focus on major pairs like USD/JPY and Euro/Dollar.
All research pillars
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.