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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 35 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
Live cross-firm bank consensus across 35 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. Our coverage includes insights from major banks such as JPMorgan, Goldman Sachs, and HSBC, providing you with a comprehensive view of market trends and analyses.
Here, you will find a collection of recent commentary excerpts that reflect the latest developments in the FX markets. These insights are curated to help you understand the factors influencing currency movements, including monetary policy changes, economic indicators, and geopolitical events.
ICYMI: Federal Reserve Chair Warsh weighs cutting Fed meetings, biggest policy shake-up in decades
A reduction in meeting frequency would change how markets price the pace of policy adjustment, since fewer scheduled opportunities to move rates could widen the gap between data surprises and Fed responses. Traders may need to recalibrate expectations around emergency meetings as
Euro: Fed uncertainty limits gains against US Dollar – ING - TMGM trading
Euro: Fed uncertainty limits gains against US Dollar – ING TMGM trading
Dow Jones Forecast: DJIA Nears All-Time Highs Once Again - City Index UK
Dow Jones Forecast: DJIA Nears All-Time Highs Once Again City Index UK
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
China's SAFE says FX market stable, resilient amid complex global backdrop
What stands out in SAFE's remarks is as much what wasn't emphasized as what was: the regulator devoted little specific commentary to the yuan's level or direction beyond a passing reference to stability, which could be read as a signal that Beijing currently has limited concern a
Economic and event calendar in Asia Friday, July 17, 2026 - Fed speaker
Fed speaker today. Philip Jefferson is Fed Vice Chair, a centrist policymaker now navigating the Fed under new Chair Kevin Warsh. His most recent commentary emphasizes cautious optimism, expecting slightly above-trend growth, a stabilizing labor market, and inflation eventually r