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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
See how the European Central Bank outlook moves the EUR bank consensus across 35 desks
View European Central Bank outlookWelcome to the Commentary page of FX Bank Forecast, your go-to source for aggregated insights from 18 leading financial institutions, including JPMorgan, Goldman Sachs, and HSBC. This page compiles expert analyses and commentary on current market trends, economic indicators, and monetary policy decisions that impact foreign exchange markets.
Here, you can explore the latest discussions on fiscal risks, interest rate projections, and central bank strategies. Our goal is to provide you with a comprehensive understanding of the factors influencing currency movements, helping you make informed decisions in the FX landscape.
Decisions taken by the Governing Council of the ECB (in addition to decisions setting interest rates)
Decisions taken by the Governing Council of the ECB (in addition to decisions setting interest rates) July 2026 24 July 2026 External communication Publication of the 2026 ECB Convergence Report On 24 June 2026 the ECB published its Convergence Report assessing the progress made
ECB policymakers reiterate they are not seeing second-round effects, stress data dependence
ECB's Simkus: $100 oil will have repercussions on inflation Inflation risk has increased Theres' no value in rushing with a decision now We will have additional inflation data in September I still see probability of a rate hike higher than a hold We do not see second-round effect
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