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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 of FX Bank Forecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This platform provides a comprehensive overview of the latest foreign exchange research, helping you stay informed about market trends and expert analyses.
Here, you will find a curated selection of commentary on currency movements, economic indicators, and geopolitical events that influence the FX market. Our goal is to normalize and present this information in an accessible format, allowing you to interpret the data effectively and make informed trading decisions.
The Commodities Feed: Oil steadies as Middle East tensions linger
https://think.ing.com/articles/the-commodities-feed-oil-steadies-as-middle-east-tensions-linger/
The Commodities Feed: Oil steadies as Middle East tensions linger
Articles The Commodities Feed: Oil steadies as Middle East tensions linger Published 07:37 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Crude oil prices recovered this morning, clawing back some of yesterday’s losses as pers
RBA's Hunter says rates may need to rise again as inflation risks stay tilted higher
Markets have priced in a 95% chance the RBA board lifts the cash rate to 4.60% at its September 29 meeting, with rates seen peaking at 4.85% by early next year. Hunter's remarks, pointing to upside inflation risks from Middle East driven oil costs and domestic demand running ahea
[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