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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 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.
Live cross-firm bank consensus across 36 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary section of FX Bank Forecast, your go-to resource for aggregated FX research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, you will find a curated selection of insights and analyses that highlight current trends and key developments in the foreign exchange market.
Our platform normalizes research PDFs from top financial institutions, providing you with easy access to expert opinions and data-driven commentary. Whether you're interested in the implications of recent U.S. job reports or geopolitical factors affecting currencies, this section offers a comprehensive overview to help you navigate the complexities of the FX landscape.
Economists play down BoC rate hike risks even as Canadian dollar jumps on surprisingly strong jobs data - The Globe and Mail
Economists play down BoC rate hike risks even as Canadian dollar jumps on surprisingly strong jobs data The Globe and Mail
How have interest rate expectations changed after this week's events?
Rate hikes by year-end RBNZ: 50 bps (85% probability of rate hike at the next meeting) ECB: 33 bps (75% probability of rate hike at the next meeting) Fed: 32 bps (54% probability of rate hike at the next meeting) BoJ: 32 bps (51% probability of rate hike at the next meeting) BoE:
Monitoring Turkey: Geopolitical relief to support disinflation
Articles Monitoring Turkey: Geopolitical relief to support disinflation Published 14:50 Turkey Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download July data reinforced the downtrend in annual inflation, with risks from energy prices and geopolitics easing
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