FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
Live cross-firm bank consensus across 37 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary page on FXBankForecast.com, where we aggregate and normalize FX research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page provides insights into current market trends and expert analyses, enabling you to stay informed about the latest developments in the foreign exchange landscape.
Our collection features commentary on various currency pairs and economic indicators, offering a comprehensive view of market sentiment. By synthesizing research from top banks, we aim to provide you with a clearer understanding of factors influencing currency valuations, such as the recent discussions surrounding the Canadian Dollar's undervaluation and the dynamics of the USD/JPY pair.
How have interest rate expectations changed after this week's events?
Rate hikes by year-end RBA: 41 bps (99% probability of rate hike at the next meeting) 2027: 65 bps Fed: 37 bps (71% probability of rate hike at the next meeting) 2027: 92 bps RBNZ: 37 bps (81% probability of rate hike at the next meeting) 2027: 125 bps BoC: 35 bps (65% probabilit
Morgan Stanley raises BoE rate outlook with hikes seen in November and February - Traders Union
Morgan Stanley raises BoE rate outlook with hikes seen in November and February Traders Union
[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