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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 on FXBankForecast.com, your go-to source for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile insights and analyses from top banks to provide a comprehensive view of the FX market, helping you stay informed about the latest trends and developments.
Our platform normalizes research PDFs, making it easier for you to access and interpret critical commentary on currency movements, economic indicators, and geopolitical events. Whether you're interested in the implications of central bank policies, such as those from the Bank of Japan or the Federal Reserve, or the latest forecasts on major currency pairs, our aggregated content offers valuable perspectives to enhance your trading decisions.
How have interest rate expectations changed after this week's events?
Rate hikes by year-end RBA: 40 bps (97% probability of rate hike at the next meeting) 2027: 58 bps BoE: 38 bps (65% probability of rate hike at the next meeting) 2027: 103 bps ECB: 35 bps (57% probability of no change at the next meeting) 2027: 83 bps BoC: 34 bps (58% probability
Morgan Stanley cuts Orange on slower profit growth, rising leverage By Investing.com - Investing.com Nigeria
Morgan Stanley cuts Orange on slower profit growth, rising leverage By Investing.com Investing.com Nigeria
Beware of intervention: USDJPY retraces earlier gains, but is stalling at a key retracement target.
USD/JPY Whipsaws After BOJ Surprise: Guardrails Now in Place at 156.66 and 158.04 The Bank of Japan raised its policy rate by 25 basis points earlier today — a hike that was widely anticipated by markets, but the way it arrived was anything but straightforward. (For context, a "b
[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