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 page of FX Bank Forecast, your go-to resource for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and UBS. Here, we compile insights and analyses from top financial institutions to provide a comprehensive overview of market trends and currency movements.
Our commentary section features recent observations and reports that highlight critical developments in the FX market. By normalizing research from banks like Deutsche Bank and Citi, we aim to present a balanced view that helps readers understand the factors influencing currency fluctuations and economic outlooks.
Morgan Stanley Raises Taiwan’s 2026 Growth Forecast as AI Boom Accelerates - Vision Times
Morgan Stanley Raises Taiwan’s 2026 Growth Forecast as AI Boom Accelerates Vision Times
Morgan Stanley caps private credit fund withdrawals again as 11% seek exits - Investing.com Nigeria
Morgan Stanley caps private credit fund withdrawals again as 11% seek exits Investing.com Nigeria
Middle East War Has Cut Diesel Supply Twice as Much as Ukraine Conflict, Data Show - finance.biggo.com
Middle East War Has Cut Diesel Supply Twice as Much as Ukraine Conflict, Data Show finance.biggo.com
[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