FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
Welcome to the Commentary page on FXBankForecast.com, where we aggregate and normalize FX research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a valuable resource for traders and investors seeking insights into currency movements and market dynamics based on the latest analyses from top financial institutions.
Here, you will find a collection of expert commentary on various currency pairs and macroeconomic factors influencing the foreign exchange market. Our goal is to provide a comprehensive overview of current trends and forecasts, allowing readers to make informed decisions based on the collective wisdom of the financial industry's foremost analysts.
Older quick take Quick take Published 13:45 Rates Can the Treasury simply use its deposit account to finance Treasury buybacks? CNBC came out with a story this morning along the lines that the Treasury could potentially use the Treasury general account (TGA) to help finance Treas
[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
Top of the Morning: Fixed Income - Resilience, recalibration, and remedies
Leslie joins to spotlight recent market conditions and how they have impacted the repricing and recalibration of fixed income assets. We also reflect on the hawkish commentary delivered from Fed Chairman Kevin Warsh during his first press conference, and what will the Fed be focu
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
30 investment banks see EUR/USD at 1.1654 by Dec 2026
View the live EUR/USD forecast