What types of commentary can I find on this page?

This page features aggregated commentary from various institutional banks, covering topics like currency forecasts, economic indicators, and market trends.

How often is the commentary updated?

The commentary is regularly updated to reflect the latest insights and analyses from the 18 institutional desks we cover.

Can I find specific bank research reports here?

While we aggregate insights from multiple banks, the full research reports are linked to their respective sources for in-depth reading.

How do I interpret the commentary provided?

The commentary is designed to offer expert perspectives and should be considered alongside your own research and market understanding.

Is there a focus on any specific currency pairs?

Yes, the commentary often includes analyses of major currency pairs, such as EUR/JPY, along with insights into broader market movements.

Copper Faces Tariff Uncertainty and Tight Supply, BNY Warns

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19:55ZGlobal Rates & FX Views: Global bond selloff & credit impact 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 19:55ZGlobal Rates & FX Views: Global bond selloff & credit impact 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

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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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