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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 37 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
Live cross-firm bank consensus across 37 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary page of FX Bank Forecast, your trusted source for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page provides a comprehensive overview of recent market insights and expert analyses, helping you stay informed about the latest trends and developments in the FX landscape.
Here, you will find a collection of commentary excerpts that highlight key economic indicators, central bank policies, and market movements. Our goal is to normalize and present this research in an easily digestible format, allowing you to interpret the implications for currency trading and investment strategies effectively.
German state elections: Two states, two extremes
https://think.ing.com/snaps/german-state-elections-two-states-two-extremes/
House Call: Talking Equity Markets with UBS Asset Management
A monthly discussion around the drivers behind equity market performance, along with the review of notable equity themes, positioning preferences, and a performance outlook. Featured are Jeff Hans, Portfolio Manager, Private Client US Equity, and Dominic Schagar, Investment Speci
German state elections: Two states, two extremes
Older quick take Quick take Published 18:42 Germany German state elections: Two states, two extremes The AfD has won Mecklenburg-Vorpommern, the Left Party has won Berlin. Neither vote was a referendum on Friedrich Merz's reform agenda – but both make that agenda harder to delive
[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi - Newsquawk
[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi Newsquawk
Fed's Daly says tariff impact on inflation beginning to fade
Daly's comments add a somewhat more balanced tone to recent Fed commentary, acknowledging tariff driven price pressures while also flagging early signs those effects are fading, a nuance that could support market expectations for the Fed to stay patient rather than move toward hi
Top of the Morning: Fixed Income - Resilience, recalibration, and remedies
Leslie joins to spotlight recent market conditions and how they have impacted the repricing and recalibration of fixed income assets. We also reflect on the hawkish commentary delivered from Fed Chairman Kevin Warsh during his first press conference, and what will the Fed be focu