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.
Live cross-firm bank consensus across 37 desks — FX, oil & gold
View bank forecastsWelcome 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 provides a comprehensive overview of recent market analyses and central bank decisions, offering you a consolidated view of expert opinions and forecasts.
Here, you can explore key developments such as the recent RBA cash rate increase to 4.60%, alongside other significant market commentary. Our aim is to help you interpret these insights effectively, enabling informed decisions based on the latest research from top financial institutions.
Statement by the Monetary Policy Board: Monetary Policy Decision
At its meeting today, the Board decided to increase the cash rate target by 25 basis points to 4.60 per cent.
Semiconductor equipment faces a "valuation slowdown"? Morgan Stanley raised its forecast for Applied Materials but cut its price target. - 富途牛牛
Semiconductor equipment faces a "valuation slowdown"? Morgan Stanley raised its forecast for Applied Materials but cut its price target. 富途牛牛
Goldman Sachs: A Change of Tide for JPY; Long JPY Exposure Getting Attractive - eFXdata
Goldman Sachs: A Change of Tide for JPY; Long JPY Exposure Getting Attractive eFXdata
[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