Loading…
FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
At fxbankforecast.com, our 'commentary' page serves as a comprehensive aggregator of foreign exchange insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This resource provides readers with a consolidated view of market analyses and forecasts, helping traders and investors navigate the complexities of the FX landscape.
By normalizing research from top banks, we aim to present a clear picture of current trends and market sentiments. Readers can explore various perspectives on currency movements, interest rate expectations, and geopolitical factors influencing the FX market, ensuring they stay informed and make educated decisions.
Is the Yen Carry Trade Spiking Global Yields?
Yields are spiking because of huge deficits, not because of a Yen carry trade unwind
BoE’s Taylor questions whether a single “insurance hike” would be seen as the start of a series
omments from BoE’s Taylor cross the wires: Does not know if the BoE can do a single “insurance hike” that would not be misinterpreted as the start of a series. Every time oil futures curves rise, the greater the risk they get to a 2022-type inflation scenario. If wage growth expe
[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
29 investment banks see EUR/USD at 1.1502 by Dec 2026
View the live EUR/USD forecast