Commentary

Commentary

Welcome to the commentary page of FX Bank Forecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Our goal is to provide you with a comprehensive overview of the latest market analyses and forecasts, helping you stay informed about key trends and movements in the foreign exchange landscape.

Here, you will find a curated selection of research excerpts and commentary on various currency pairs, commodities, and economic indicators. By normalizing the research provided by top banks, we aim to present a clear and concise view of market sentiment and expectations, allowing readers to interpret the data effectively.

• All bank coverage
• Forecast aggregator
• Economic calendar
• Currencies
• Research

Closest existing research

• How have interest rate expectations changed after this week's events?

  · investinglive-cb· 2026-06-12

  Rate hikes by year-end RBNZ: 65 bps (76% probability of rate hike at the next meeting) BoJ: 46 bps (90% probability of rate hike at the next meeting) ECB: 37 bps (70% probability of no change at the next meeting) BoE: 35 bps (91% probability of no change at the next meeting) BoC:

• US sentiment underlines K-shaped consumer strife

  ing· gmail-imap· 2026-06-12

  https://think.ing.com/snaps/us-sentiment-underlines-k-shaped-consumer-strife/

• US sentiment underlines K-shaped consumer strife

  ing· ing-think· 2026-06-12

  Older quick take Quick take 16:05 United States US sentiment underlines K-shaped consumer strife Consumer sentiment is off its lows, but remains very weak. However, the relationship with spending has been poor recently, reflecting the growing influence of higher-income households

Tag-matched commentary (matching "Commentary")

• The US Blockade of Iran after Six Weeks

  · robin-brooks-substack· 2026-05-23

  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

  · investinglive-cb· 2026-05-13

  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

  · robin-brooks-substack· 2026-05-05

  There's endless commentary that the blockade has failed, but that's total nonsense

Frequently asked questions

What types of commentary can I find on this page?

This page features aggregated insights and analyses from 18 major banks, covering topics such as currency forecasts, commodity prices, and economic trends.

How often is the commentary updated?

The commentary is regularly updated to reflect the latest research and insights from the institutional desks we cover.

Can I trust the forecasts provided on this page?

The forecasts are sourced from reputable institutional banks, ensuring a high level of credibility and expertise in the analyses presented.

What should I consider when interpreting the commentary?

It's important to consider the context of each analysis, including the economic conditions and market sentiment at the time of the report.

Is the commentary focused on specific currencies or commodities?

Yes, the commentary includes insights on various currencies and commodities, allowing readers to explore specific areas of interest.

All research pillars

• Research index
• Bank reports
• Consensus
• EM strategy
• Macro quant
• Scenarios
• Track record