FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
Welcome to the commentary section of FX Bank Forecast, where we aggregate insights from 18 leading institutional banks, including JPMorgan, Goldman Sachs, and Bank of America. This page serves as a resource for understanding the latest trends and analyses in the foreign exchange market, as provided by top financial institutions.
Here, you will find a curated selection of recent commentary and research that highlights key developments affecting currency movements. By normalizing bank research PDFs, we aim to present a clear and comprehensive view of market sentiments, helping you interpret the factors influencing exchange rates.
Morgan Stanley trims oil forecasts as Hormuz flows rebound Invezz
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
ECBs Lane:Monetary policy decisions will continue to be made on a meeting-by-meeting basis
ECBs Lane gave a speech at a Dinner event. Below are the main commentary on the Economy/Policy. Supply-driven energy shocks hurt euro area growth: Lane said oil-price increases caused by supply disruptions — especially geopolitical events — tend to lower euro area GDP growth by a
Taking Stock of the US Blockade
There's endless commentary that the blockade has failed, but that's total nonsense
28 investment banks see EUR/USD at 1.1798 by Dec 2026
View the live EUR/USD forecast