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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 39 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 39 institutional desks. No promotion.
Live cross-firm bank consensus across 39 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary page of FX Bank Forecast, your go-to source for aggregated insights from 18 leading institutional banks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile and normalize key research excerpts, providing you with a comprehensive overview of market perspectives and trends in foreign exchange.
Our aim is to help you navigate the complexities of currency movements and economic indicators by presenting expert analyses and forecasts. Whether you're interested in the implications of monetary policy shifts or the latest currency pair predictions, this page serves as a valuable resource for informed decision-making in the FX market.
Morgan Stanley flags automation threat to TP’s growth and margins By Investing.com - Investing.com South Africa
Morgan Stanley flags automation threat to TP’s growth and margins By Investing.com Investing.com South Africa
The Commodities Feed: Stronger dollar weighs on commodities
https://think.ing.com/articles/the-commodities-feed-stronger-dollar-weighs-on-commodities/
The Commodities Feed: Stronger dollar weighs on commodities
https://think.ing.com/articles/the-commodities-feed-stronger-dollar-weighs-on-commodities/
Fed’s Goolsbee calls CPI ‘borderline disturbing’, flags three inflation worries
Strong language like this from Goolsbee adds weight to the hawkish run of Fed commentary after the CPI report, and it strengthens pricing for a December hike. His focus on services and expectations points to concern about entrenched inflation, not transitory shocks, which raises
Tech now accounts for two-thirds of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for two-thirds of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in September i
Tech now accounts for three-quarters of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for three-quarters of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in Septemb
Fed’s Collins backs another rate hike by year-end, flags three inflation pressures
Collins’ remarks reinforce expectations of another quarter-point rise before year-end, with recent Fed commentary leaning towards December rather than this month’s meeting. That should keep front-end Treasury yields supported and limit room for a sustained dollar pullback while h
Weekly Economic Commentary 5 Oct 2026 - Westpac IQ
Weekly Economic Commentary 5 Oct 2026 Westpac IQ