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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
See how the Federal Reserve outlook moves the USD bank consensus across 30 desks
View Federal Reserve outlookWelcome to the Commentary section of FX Bank Forecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a hub for the latest analyses and perspectives on foreign exchange markets, providing you with a comprehensive view of current trends and economic indicators.
Here, you can explore various commentary excerpts that highlight key themes such as inflation risks, labor market dynamics, and currency forecasts. By synthesizing research from top financial institutions, we aim to equip you with the information necessary to understand market movements and make informed decisions.
Japan ministry of finance declines to comment on sudden yen spike
USD/JPY is down 0.8% on the day now to 161.20 as the dust settles from the earlier price action volatility. The past hour or so saw the currency pair falling by around 100 pips from 162.20 to a low of 161.13, before a quick rebound back to 161.90. After which, it has been a slow
BOE's Mann: In June there were more upside risks to inflation
In June there were more upside risks to inflation compared to downside risks for activity The trade-off between inflation risk and activity has led me to place more weight on inflation persistence, shifting my view toward a longer hold, and potentially a need to lean against that
The long-term look at US labor force participation is ugly and getting worse
There are so many things to like about the US economy but this is an ugly chart. US labor force participation fell another 0.3 percentage points in June to 61.5% and excluding the pandemic, is now at the lowest since 1976, when women still hadn't fully entered the labor force. Fo
The US Blockade of Iran after Six Weeks
Much of the commentary on the US blockade says it's failed, but that's total nonsense
ECBs Lane:Monetary policy decisions will continue to be made on a meeting-by-meeting basis
ECBs Lane gave a speech at a Dinner event. Below are the main commentary on the Economy/Policy. Supply-driven energy shocks hurt euro area growth: Lane said oil-price increases caused by supply disruptions — especially geopolitical events — tend to lower euro area GDP growth by a
Taking Stock of the US Blockade
There's endless commentary that the blockade has failed, but that's total nonsense