FX BANK FORECAST · COVERAGE
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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 resource for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile insights and analyses from top financial institutions to provide a comprehensive overview of the current FX landscape.
This page features expert commentary on various factors influencing currency movements, including central bank policies, economic indicators, and geopolitical events. By normalizing research from multiple sources, we aim to equip you with a clearer understanding of market trends and the dynamics shaping currency valuations.
How have interest rate expectations changed after this week's events?
Rate hikes by year-end RBNZ: 52 bps (67% probability of rate hike at the next meeting) ECB: 42 bps (86% probability of no change at the next meeting) BoE: 37 bps (92% probability of no change at the next meeting) Fed: 26 bps (90% probability of no change at the next meeting) BoJ:
The SCOTUS Tariff Windfall for China
China's export prices have jumped massively since SCOTUS ruled IEEPA tariffs illegal
Canada: Energy-led CPI pullback supports BoC – TD Securities - FXStreet
Canada: Energy-led CPI pullback supports BoC – TD Securities FXStreet
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
The US Blockade of Iran after Six Weeks
Much of the commentary on the US blockade says it's failed, but that's total nonsense