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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 go-to aggregator for foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and UBS. Here, you will find a curated selection of insights and analyses that reflect the latest trends and developments in the FX market, drawn from reputable sources.
Our platform normalizes and presents research PDFs, enabling you to easily access expert commentary on various currency pairs and economic indicators. Whether you're looking for insights on central bank policies, like the recent hawkish stance from the Bank of Japan or the implications of potential rate hikes from the Bank of England, this page serves as a valuable resource for informed trading decisions.
Denouement to the Latest Oil Price Scare
The attack on the East-West pipeline sparked intense panic, but that’s now subsiding
ECB president Lagarde fuels early exit speculation with 'we'll see' response
ECB president, Christine Lagarde, continues to give markets a reason to keep an eye on the succession story at the central bank. Her potential early departure has been a hot topic that started in 2025, amid speculation of her cutting short her stint at the ECB to leave for the WE
ECB Consumer Expectations Survey results – August 2026
PRESS RELEASE ECB Consumer Expectations Survey results – August 2026 18 September 2026 Compared with July 2026: median consumer perceptions of inflation over the past 12 months were unchanged, while median expectations for inflation increased across all horizons; expectations for
[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