FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 39 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 39 institutional desks. No promotion.
Live cross-firm bank consensus across 39 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 serves as a valuable resource for market participants seeking to understand the latest trends and analyses in foreign exchange markets.
Our curated commentary provides a comprehensive overview of market movements, economic indicators, and geopolitical developments that influence currency valuations. By normalizing research from top banks, we aim to present a clear and concise picture of the factors driving the FX landscape.
Economic and event calendar in Asia Wednesday, November 11, 2026 - two Fed speakers
We heard from Bowman earlier: Fed's Bowman: Persistent inflation, firming labor conditions suggest 'work to do' She is on the agenda again duirng the Asian session. Her views won't have changed in the gap of a few hours! Paulson is also on the agenda. It's a failrly non-impactful
Gold Technical Outlook: XAU/USD Bulls Fight to Hold Breakout Support After 7% Rally - FOREX.com
Gold Technical Outlook: XAU/USD Bulls Fight to Hold Breakout Support After 7% Rally FOREX.com
Pound to Dollar Forecast: Sterling Recovers as ING Warns of Dollar Correction - CurrencyNews.co.uk
Pound to Dollar Forecast: Sterling Recovers as ING Warns of Dollar Correction CurrencyNews.co.uk
Fed’s Goolsbee calls CPI ‘borderline disturbing’, flags three inflation worries
Strong language like this from Goolsbee adds weight to the hawkish run of Fed commentary after the CPI report, and it strengthens pricing for a December hike. His focus on services and expectations points to concern about entrenched inflation, not transitory shocks, which raises
Tech now accounts for two-thirds of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for two-thirds of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in September i
Tech now accounts for three-quarters of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for three-quarters of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in Septemb
Fed’s Collins backs another rate hike by year-end, flags three inflation pressures
Collins’ remarks reinforce expectations of another quarter-point rise before year-end, with recent Fed commentary leaning towards December rather than this month’s meeting. That should keep front-end Treasury yields supported and limit room for a sustained dollar pullback while h
Weekly Economic Commentary 5 Oct 2026 - Westpac IQ
Weekly Economic Commentary 5 Oct 2026 Westpac IQ