FX BANK FORECAST · COVERAGE
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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.
30 investment banks see EUR/USD at 1.1654 by Dec 2026
View the live EUR/USD forecastWelcome to the Commentary section of FXBankForecast.com, where we aggregate and normalize FX research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page provides insightful commentary on various currency pairs and macroeconomic factors affecting the foreign exchange market.
Here, you will find expert analyses and perspectives on recent market developments, including trends in the US Dollar, Canadian Dollar forecasts, and insights on emerging markets. By consolidating research from multiple banks, we aim to provide a comprehensive overview that helps you navigate the complexities of the FX landscape.
How have interest rate expectations changed after this week's events?
Rate hikes by year-end RBNZ: 52 bps (67% probability of rate hike at the next meeting) ECB: 42 bps (86% probability of no change at the next meeting) BoE: 37 bps (92% probability of no change at the next meeting) Fed: 26 bps (90% probability of no change at the next meeting) BoJ:
The SCOTUS Tariff Windfall for China
China's export prices have jumped massively since SCOTUS ruled IEEPA tariffs illegal
Canadian Dollar: Bullish bias with 1.3981 in focus against US Dollar – Scotiabank - FXStreet
Canadian Dollar: Bullish bias with 1.3981 in focus against US Dollar – Scotiabank FXStreet
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
The US Blockade of Iran after Six Weeks
Much of the commentary on the US blockade says it's failed, but that's total nonsense