What types of commentary can I find on this page?

This page features aggregated insights and analyses from 18 major financial institutions, focusing on recent developments and forecasts in the foreign exchange market.

How often is the commentary updated?

The commentary is updated regularly to reflect the latest insights and analyses from the participating banks, ensuring you have access to current market perspectives.

Can I rely on the forecasts provided here?

The forecasts are based on expert analyses from reputable banks, but it's important to consider them as part of a broader research approach rather than definitive predictions.

Who are the institutions contributing to this commentary?

The commentary aggregates insights from 18 leading banks, including JPMorgan, Goldman Sachs, BofA, and others, providing a diverse range of perspectives.

Is there a specific focus within the FX market?

While the commentary covers various aspects of the FX market, it often highlights key currency pairs, economic indicators, and central bank policies that influence currency movements.

Dollar Rally Gains Momentum Amid Hawkish Fed and Surging Oil Prices. Forecast as of 28.09.2026

LIVE

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

FX BANK FORECAST · COVERAGE

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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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