FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
Welcome to the Commentary page of FX Bank Forecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and Bank of America. This platform serves as a valuable resource for understanding the latest trends and analyses in the foreign exchange market, providing you with a comprehensive view of expert opinions and research.
Here, you will find a collection of recent commentary on various currency pairs and economic factors influencing the FX landscape. By normalizing research from top banks such as HSBC, UBS, and Citi, we aim to present a clear and concise overview that helps you interpret the dynamics affecting currency movements, including geopolitical events and market sentiments.
Copper: Tariff Distortions Unwind, Prices Seen Lower – TD Securities - Bitcoin World
Copper: Tariff Distortions Unwind, Prices Seen Lower – TD Securities Bitcoin World
BofA recommends selling AUD/NZD on policy divergence outlook By Investing.com - Investing.com Australia
BofA recommends selling AUD/NZD on policy divergence outlook By Investing.com Investing.com Australia
Morgan Stanley raises 2026 commercial real estate volume forecast By Investing.com - Investing.com South Africa
Morgan Stanley raises 2026 commercial real estate volume forecast By Investing.com Investing.com South Africa
[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 1.1654 by Dec 2026
View the live EUR/USD forecast