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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 36 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
30 investment banks see EUR/USD at 1.1628 by Dec 2026
View the live EUR/USD forecastWelcome to the Commentary page of FX Bank Forecast, your trusted 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 financial institutions to provide a comprehensive overview of market trends and forecasts.
Our goal is to help you navigate the complexities of the FX market by presenting normalized research PDFs that cover a wide range of topics, from currency forecasts to commodity price predictions. Readers can expect to find valuable commentary on current economic conditions, geopolitical influences, and market sentiment, enabling informed decision-making.
BOJ July meeting Summary: Board split on pace of hikes as inflation nears 2pc target
The most tradeable signal here is the explicit view from at least one Board member that the pace of hikes could run faster than markets currently expect, which argues for a firmer yen and higher JGB yields if that camp gains the upper hand at the next meeting. The oil linkage cut
Pound To Dollar Forecast 2026, 2027 & 2028: Latest Sentiment Poll Sees GBP Rising Towards 1.38 - Exchange Rates Org UK
Pound To Dollar Forecast 2026, 2027 & 2028: Latest Sentiment Poll Sees GBP Rising Towards 1.38 Exchange Rates Org UK
Canadian Dollar Forecast: USD/CAD Break Below 1.40 Favours Further Gains - Exchange Rates Org UK
Canadian Dollar Forecast: USD/CAD Break Below 1.40 Favours Further Gains Exchange Rates Org UK
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
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