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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 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.
See how the Federal Reserve outlook moves the USD bank consensus across 38 desks
View Federal Reserve outlookWelcome to the Commentary page of FX Bank Forecast, your go-to resource for aggregated insights from 18 leading financial institutions, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile and normalize bank research PDFs to provide you with a comprehensive overview of market perspectives and economic analyses.
Our aim is to present a balanced view of the latest commentary from top-tier banks, helping you stay informed about monetary policy shifts, currency forecasts, and economic trends. Whether you're looking for insights on the Federal Reserve's stance or the Bank of England's strategies, this page serves as a valuable tool for understanding the current landscape of foreign exchange research.
The Commodities Feed: Oil steadies as Middle East tensions linger
https://think.ing.com/articles/the-commodities-feed-oil-steadies-as-middle-east-tensions-linger/
Bank of England: Modest insurance tightening path – Deutsche Bank - fxstreet.com
Bank of England: Modest insurance tightening path – Deutsche Bank fxstreet.com
Goldman bets on falling yields, rising stocks (SPX:) - Seeking Alpha
Goldman bets on falling yields, rising stocks (SPX:) Seeking Alpha
[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