What type of commentary can I find on this page?

This page features expert analyses and insights from 18 institutional banks, covering various aspects of the FX market, including currency forecasts and economic trends.

How frequently is the commentary updated?

The commentary is updated regularly to reflect the latest research and insights from the participating banks, ensuring that you have access to timely information.

Can I trust the forecasts provided here?

The forecasts are aggregated from reputable institutional desks, including names like UBS and Deutsche Bank, providing a reliable basis for understanding market trends.

Is there a specific focus on any currencies?

Yes, the commentary includes insights on major currency pairs, with analyses on movements and forecasts for currencies such as EUR/USD and USD/CNY.

How do I interpret the aggregated research?

The aggregated research presents various perspectives from leading banks, allowing you to compare analyses and form a well-rounded view of the market.

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02:01ZThe Commodities Feed: Middle East conflict keeps oil well supported 00:22ZGoldman Sachs says yuan undervalued by up to 25% and markets underestimate how far it can rise 15:28ZTop of the Morning: CIO Strategy Snapshot - Q3 earnings, oil prices, inflation data 10:48ZG10 FX Talking: Independent euro weakness in play 10:47ZEMEA FX Talking: External headwinds up against local stories 10:45ZLatam FX Talking: Brazil and Mexico on diverging paths 10:43ZAsia FX Talking: More two-way risk emerging in USD/CNY 10:43ZFX Talking: Forecast table 10:38ZFX Talking: Au revoir, euro bulls 07:34ZUBS On-Air: Paul Donovan Daily Audio 'The Fast and the Furious'02:01ZThe Commodities Feed: Middle East conflict keeps oil well supported 00:22ZGoldman Sachs says yuan undervalued by up to 25% and markets underestimate how far it can rise 15:28ZTop of the Morning: CIO Strategy Snapshot - Q3 earnings, oil prices, inflation data 10:48ZG10 FX Talking: Independent euro weakness in play 10:47ZEMEA FX Talking: External headwinds up against local stories 10:45ZLatam FX Talking: Brazil and Mexico on diverging paths 10:43ZAsia FX Talking: More two-way risk emerging in USD/CNY 10:43ZFX Talking: Forecast table 10:38ZFX Talking: Au revoir, euro bulls 07:34ZUBS On-Air: Paul Donovan Daily Audio 'The Fast and the Furious'

Live cross-firm bank consensus across 38 desks — FX, oil & gold

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Commentary

Welcome to the Commentary page of FX Bank Forecast, your go-to resource for aggregated insights from leading institutional desks. We compile research from 18 major banks, including JPMorgan, Goldman Sachs, and HSBC, providing a comprehensive overview of market trends and expert analyses.

Here, you can explore a variety of commentary on currency forecasts, economic indicators, and geopolitical factors affecting the FX market. Our goal is to normalize and present this information in an accessible format, allowing you to stay informed and make educated decisions based on the latest insights from top financial institutions.

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Frequently asked questions

What type of commentary can I find on this page?: This page features expert analyses and insights from 18 institutional banks, covering various aspects of the FX market, including currency forecasts and economic trends.
How frequently is the commentary updated?: The commentary is updated regularly to reflect the latest research and insights from the participating banks, ensuring that you have access to timely information.
Can I trust the forecasts provided here?: The forecasts are aggregated from reputable institutional desks, including names like UBS and Deutsche Bank, providing a reliable basis for understanding market trends.
Is there a specific focus on any currencies?: Yes, the commentary includes insights on major currency pairs, with analyses on movements and forecasts for currencies such as EUR/USD and USD/CNY.
How do I interpret the aggregated research?: The aggregated research presents various perspectives from leading banks, allowing you to compare analyses and form a well-rounded view of the market.

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.