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FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
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.
Live cross-firm bank consensus across 36 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary page of FXBankForecast, your trusted source for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile insights and analyses from top financial institutions to provide a comprehensive overview of current market trends and currency movements.
Our goal is to help you navigate the complexities of the FX market by presenting normalized research PDFs that highlight key commentary on various currencies. Whether you're interested in the Japanese Yen's struggles amid a widening trade deficit or the USD's current pressures, this page serves as a valuable resource for understanding the dynamics influencing currency valuations.
FOMC Minutes: Many participants assessed higher rates would likely be necessary if inflation did not fall
Most participants supported keeping interest rates unchanged, but several favoured an increase Many participants assessed higher rates would likely be necessary if inflation did not fall Some participants said financial conditions might not be restrictive enough to return inflati
Morgan Stanley stock holds above $217 as analysts update forecasts - AD HOC NEWS
Morgan Stanley stock holds above $217 as analysts update forecasts AD HOC NEWS
[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
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