Commentary

Commentary

Welcome to the Commentary page on FX Bank Forecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This platform provides a comprehensive overview of the latest foreign exchange research, helping you stay informed about market trends and developments.

Here, you can explore various analyses and commentary on key economic indicators, central bank policies, and geopolitical events that influence currency movements. By synthesizing reports from top financial institutions, we aim to deliver a clear and concise understanding of the factors shaping the FX landscape.

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

Closest existing research

• Payroll call

  bofa· bofa-research-podcast· 2026-06-08

  Please join Sphia Salim in discussion with our US economists, rates and FX strategists to review the US payroll report. The US labor market remains central to the outlook for US monetary policy, especially ahead of the first FOMC meeting under the new Chair, and therefore also a

• How US Tariffs Weaponized China's Exports

  · robin-brooks-substack· 2026-06-09

  US tariffs and resulting export diversion are breeding a new generation of vassal states

• Goldman Sachs no longer sees the Fed cutting interest rates this year

  goldman· investinglive-cb· 2026-06-09

  For some context, Goldman Sachs had already pushed back their rate cut call from September to December last month here . But with their latest bump, they now expect the Fed not to cut rates at all this year with the first move set to follow only in June next year. "We are pushing

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 a range of commentary, including analyses on economic indicators, central bank policies, and geopolitical events affecting currency markets.

How often is the commentary updated?

The commentary is updated regularly to reflect the latest insights and analyses from the aggregated bank research.

Which banks are included in the research aggregation?

The research includes insights from 18 major banks, such as JPMorgan, Goldman Sachs, BofA, HSBC, and others.

How can I use this commentary for trading decisions?

You can use the aggregated commentary to gain a broader understanding of market sentiment and trends, which may aid in making informed trading decisions.

Is the commentary biased towards any particular currency?

No, the commentary aims to provide a balanced view by covering various currencies and their respective influences from multiple institutional perspectives.

All research pillars

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