What type of commentary can I find on this page?

This page features aggregated commentary from 18 institutional banks, providing insights on market trends, currency forecasts, and economic analyses.

How often is the commentary updated?

The commentary is regularly updated to reflect the latest research and insights from the participating banks.

Can I trust the forecasts provided in the commentary?

The commentary aggregates research from reputable banks, but it's important to interpret the insights in the context of your own analysis and risk management.

Which banks' research is included in the commentary?

The commentary includes research from major banks such as JPMorgan, Goldman Sachs, BNP Paribas, and many others.

Is there a focus on specific currency pairs in the commentary?

Yes, the commentary often highlights key currency pairs, including USD/JPY and EUR/USD, and discusses factors influencing their movements.

LIVE

11:30ZTo what extent is the rise in long-dated rates attributable to AI?10:40ZFrance’s budget offers no quick relief for bond markets 10:20ZCzech manufacturing supported by new orders and strong hiring 09:25ZMonitoring Bulgaria: From euro adoption to the fiscal test 07:27ZThe Commodities Feed: Oil falls as Middle East supply fears ease 06:40ZFX Daily: Dollar is on a roll 13:16ZSofter-than-feared US inflation despite robust spending 12:27ZCzech economy set to operate below its potential 12:20ZRising fuel prices push German inflation towards three-year high

Commentary

Welcome 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 HSBC. Here, we provide a comprehensive overview of the latest insights and analyses from these banks, helping you stay informed about market trends and economic factors influencing currency movements.

Our commentary covers a wide range of topics, from intervention risks in currency pairs like USD/JPY to the impact of rising oil prices on economic growth in regions like India. By synthesizing research from top banks, we aim to equip you with the information needed to navigate the complexities of the FX market effectively.

Closest existing research

Tag-matched commentary (matching "Commentary")

Frequently asked questions

What type of commentary can I find on this page?: This page features aggregated commentary from 18 institutional banks, providing insights on market trends, currency forecasts, and economic analyses.
How often is the commentary updated?: The commentary is regularly updated to reflect the latest research and insights from the participating banks.
Can I trust the forecasts provided in the commentary?: The commentary aggregates research from reputable banks, but it's important to interpret the insights in the context of your own analysis and risk management.
Which banks' research is included in the commentary?: The commentary includes research from major banks such as JPMorgan, Goldman Sachs, BNP Paribas, and many others.
Is there a focus on specific currency pairs in the commentary?: Yes, the commentary often highlights key currency pairs, including USD/JPY and EUR/USD, and discusses factors influencing their movements.

All research pillars

Coverage alert

Email me when FX Bank Forecast adds coverage for EUR USD Price Forecast Consolidates Above 1 1350 Pivotal Gg77y1.

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.