What type of commentary can I find on this page?

This page features expert commentary on currency pairs, macroeconomic trends, and significant market events from 18 leading institutional banks.

How often is the commentary updated?

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

Can I access historical commentary on this page?

Yes, the page may include links to previous commentary, allowing you to review past insights and analyses.

What banks contribute to the commentary on this page?

The commentary aggregates research from 18 banks, including JPMorgan, Goldman Sachs, BofA, and more.

How can I use this commentary for trading decisions?

The commentary provides valuable insights and analyses that can help inform your trading strategies and decisions in the FX market.

LIVE

06:54ZFX Daily: Energy and carry dominate near term 04:00ZKZT: Less support from state FX flows warrants attention 01:56ZThe Commodities Feed: The battle of Hormuz lifts oil prices 21:11ZUS Rates - Cash continues to roll in 17:20ZThe costs—and the economic prize—of the West Coast Oil Pipeline 17:14ZGlobal Commodities: A sense of déjà vu 16:38ZGlobal FX: Keep calm and carry on 15:08ZPolicy Shifts and Market Risks: Japan, Inflation, and the Fed 13:47ZAssessing rate hike pressures for Japan and South Korea 13:23ZEasing aluminium supply risk prompts lower forecasts 06:54ZFX Daily: Energy and carry dominate near term 04:00ZKZT: Less support from state FX flows warrants attention 01:56ZThe Commodities Feed: The battle of Hormuz lifts oil prices 21:11ZUS Rates - Cash continues to roll in 17:20ZThe costs—and the economic prize—of the West Coast Oil Pipeline 17:14ZGlobal Commodities: A sense of déjà vu 16:38ZGlobal FX: Keep calm and carry on 15:08ZPolicy Shifts and Market Risks: Japan, Inflation, and the Fed 13:47ZAssessing rate hike pressures for Japan and South Korea 13:23ZEasing aluminium supply risk prompts lower forecasts

28 investment banks see EUR/USD at 1.1736 by Dec 2026

View the live EUR/USD forecast

Commentary

Welcome to the commentary page of FX Bank Forecast, where we aggregate and normalize FX research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page provides insights into recent market trends, currency forecasts, and economic analyses to help traders and investors stay informed about the foreign exchange landscape.

Here, you will find expert commentary on various currency pairs and macroeconomic factors affecting the FX market. Our curated content includes valuable perspectives on significant developments, such as changes in state FX flows and geopolitical events impacting commodities, ensuring that you have access to the latest and most relevant information from top financial institutions.

Closest existing research

Tag-matched commentary (matching "Commentary")

The US Blockade of Iran after Six Weeks
· robin-brooks-substack· 2026-05-23
Much of the commentary on the US blockade says it's failed, but that's total nonsense

Frequently asked questions

What type of commentary can I find on this page?: This page features expert commentary on currency pairs, macroeconomic trends, and significant market events from 18 leading institutional banks.
How often is the commentary updated?: The commentary is updated regularly to reflect the latest insights and analyses from the participating banks.
Can I access historical commentary on this page?: Yes, the page may include links to previous commentary, allowing you to review past insights and analyses.
What banks contribute to the commentary on this page?: The commentary aggregates research from 18 banks, including JPMorgan, Goldman Sachs, BofA, and more.
How can I use this commentary for trading decisions?: The commentary provides valuable insights and analyses that can help inform your trading strategies and decisions in the FX market.

All research pillars

Coverage alert

Email me when FX Bank Forecast adds coverage for EUR USD Price Forecast Flag Breakdown Supports More Epf8w8.

FX BANK FORECAST · COVERAGE

Institutional FX coverage in your inbox

Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.