FX BANK FORECAST · COVERAGE
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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.
See how the Federal Reserve outlook moves the USD bank consensus across 37 desks
View Federal Reserve outlookWelcome to the Commentary section of FX Bank Forecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a comprehensive resource for market commentary and analysis, providing you with a broad perspective on currency trends and economic forecasts.
Here, you can explore recent insights on various currencies, including the Australian Dollar, Singapore Dollar, and broader market indices like the S&P 500 and Dow Jones. By normalizing research from top banks, we aim to present a clear and concise overview of the current market landscape, helping you make informed decisions based on expert analysis.
STMicroelectronics stock falls after AI slowdown hit, UBS sees upside with EUR 80 target - ad-hoc-news.de
STMicroelectronics stock falls after AI slowdown hit, UBS sees upside with EUR 80 target ad-hoc-news.de
Bessent: For a nominal amount, the US Treasury was able to signal support for Japanese policies
I take this comment from Treasury Secretary Scott Bessent as a bullish one for USD/JPY, all else equal. He leaked the above photo, which was obviously staged, and has been talking curiously tough in what's looking more like a jawboning effort than a real credible push. Now we hav
[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