What type of commentary can I find on this page?

This page features aggregated insights from 18 institutional desks, covering topics such as economic trends, central bank policies, and currency forecasts.

How often is the commentary updated?

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

Which banks contribute to the commentary?

The commentary includes insights from major banks such as JPMorgan, Goldman Sachs, BofA, HSBC, and more.

Can I rely on this commentary for trading decisions?

While the commentary provides valuable insights, it is important to conduct your own research and consider multiple factors before making trading decisions.

Is there a specific focus on certain currencies?

Yes, the commentary often highlights key currency pairs and their movements in relation to economic indicators and central bank actions.

LIVE

18:08ZGlobal Commodities: Dancing in the Dark 16:16ZGlobal FX: Contemplating a rotation amongst funders; outlook for BRL 15:29ZIs the coast clear for further USD strength?14:26ZSupply chain risks are changing. Shouldn’t financing change too?14:24ZUS consumers remain under pressure as sentiment slides 14:02ZSmall-Cap Revival 10:38ZConsumer Checkpoint: Strength in numbers 10:30ZCEE & CCA week ahead: Czech and Polish inflation data 09:45ZTHINK Ahead: It’s economists vs. markets, and there can only be one winner 09:10ZSpain’s rental dilemma: protecting tenants won’t fix the housing shortage 18:08ZGlobal Commodities: Dancing in the Dark 16:16ZGlobal FX: Contemplating a rotation amongst funders; outlook for BRL 15:29ZIs the coast clear for further USD strength?14:26ZSupply chain risks are changing. Shouldn’t financing change too?14:24ZUS consumers remain under pressure as sentiment slides 14:02ZSmall-Cap Revival 10:38ZConsumer Checkpoint: Strength in numbers 10:30ZCEE & CCA week ahead: Czech and Polish inflation data 09:45ZTHINK Ahead: It’s economists vs. markets, and there can only be one winner 09:10ZSpain’s rental dilemma: protecting tenants won’t fix the housing shortage

Commentary

Welcome to the Commentary page of FX Bank Forecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a comprehensive resource for market participants seeking to understand the latest trends and analyses in the foreign exchange landscape.

Here, you will find a collection of recent commentaries and expert opinions that cover various aspects of the FX market, including economic indicators, central bank policies, and currency forecasts. By synthesizing research from top financial institutions, we aim to provide a clearer picture of market dynamics and help you make informed decisions.

Closest existing research

Tag-matched commentary (matching "Commentary")

[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi - Newsquawk
citi· 2026-08-14
[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi Newsquawk

Frequently asked questions

What type of commentary can I find on this page?: This page features aggregated insights from 18 institutional desks, covering topics such as economic trends, central bank policies, and currency forecasts.
How often is the commentary updated?: The commentary is regularly updated to reflect the latest insights and analyses from the participating banks.
Which banks contribute to the commentary?: The commentary includes insights from major banks such as JPMorgan, Goldman Sachs, BofA, HSBC, and more.
Can I rely on this commentary for trading decisions?: While the commentary provides valuable insights, it is important to conduct your own research and consider multiple factors before making trading decisions.
Is there a specific focus on certain currencies?: Yes, the commentary often highlights key currency pairs and their movements in relation to economic indicators and central bank actions.

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.