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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 35 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
Live cross-firm bank consensus across 35 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary page of FX Bank Forecast, your go-to source for aggregated insights from 18 leading institutional banks, including JPMorgan, Goldman Sachs, and HSBC. This page compiles the latest analyses and forecasts on various currency pairs, providing a comprehensive overview of market sentiment and trends.
Here, you can explore expert commentary on key currency movements, economic indicators, and geopolitical factors influencing the foreign exchange market. By normalizing research from top desks, we aim to equip you with the information needed to make informed trading decisions.
USD/MXN Analysis: Mexican peso weakens ahead of the Fed decision - City Index UK
USD/MXN Analysis: Mexican peso weakens ahead of the Fed decision City Index UK
USD/MXN Analysis: Mexican peso weakens ahead of the Fed decision - FOREX.com
USD/MXN Analysis: Mexican peso weakens ahead of the Fed decision FOREX.com
The bond market is voting against Warsh. Bond yields hit the highest since 2007
Ten year Treasury yields are up 7 bps so far in Asia and 30s are up 9 bps. The latter just hit a fresh cycle high at 5.24%. That's the highest since 2007 and it looks like a major break could be taking place. We have been testing the 5.20% level since October 2023 when inflation
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
China's SAFE says FX market stable, resilient amid complex global backdrop
What stands out in SAFE's remarks is as much what wasn't emphasized as what was: the regulator devoted little specific commentary to the yuan's level or direction beyond a passing reference to stability, which could be read as a signal that Beijing currently has limited concern a
Economic and event calendar in Asia Friday, July 17, 2026 - Fed speaker
Fed speaker today. Philip Jefferson is Fed Vice Chair, a centrist policymaker now navigating the Fed under new Chair Kevin Warsh. His most recent commentary emphasizes cautious optimism, expecting slightly above-trend growth, a stabilizing labor market, and inflation eventually r