Loading…
FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
Live cross-firm bank consensus across 35 desks — FX, oil & gold
View bank forecastsWelcome to the commentary section of FX Bank Forecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and Bank of America. This page serves as a hub for the latest analyses and perspectives on currency movements, providing you with a comprehensive view of the foreign exchange market.
Here, you can explore expert commentary on various currencies, including the Canadian dollar, British pound, and Indian rupee, as well as the factors influencing their performance. Our goal is to help you interpret the latest research and understand the dynamics at play in the FX landscape.
Romanian retail sales: the pain of adjustment
Older quick take Quick take Published 09:50 Romania Romanian retail sales: the pain of adjustment Retail sales struggled visibly through June, signalling that private consumption will be a major drag on output in the second quarter of 2026. While some tentative stabilisation sign
Canadian dollar seen rangebound as domestic economy recovers: Reuters poll - BNN Bloomberg
Canadian dollar seen rangebound as domestic economy recovers: Reuters poll BNN Bloomberg
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