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.
Welcome to the Commentary page of FXBankForecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and Bank of America. This page serves as a hub for the latest market commentary, providing a comprehensive overview of key economic developments and their potential impact on currency markets.
Here, you can explore expert analyses and opinions on various factors influencing foreign exchange rates, such as monetary policy changes, geopolitical events, and market trends. By synthesizing research from top banks, we aim to equip you with the information needed to navigate the complexities of the FX landscape effectively.
Older quick take Quick take Published 12:55 United Kingdom Bank of England floats a November rate hike if energy prices don’t come down Thursday's Bank of England decision makes clear what we already knew: that the prospect of a November rate hike will depend entirely on energy p
[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
30 investment banks see EUR/USD at 1.1639 by Dec 2026
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