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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 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 page of FX Bank Forecast, your go-to source for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile insights and analyses from top financial institutions to provide you with a comprehensive overview of current market trends and economic indicators.
This page features the latest commentary on key topics such as central bank decisions, inflation concerns, and currency strength. By normalizing research PDFs from major banks, we aim to equip you with the information needed to understand market movements and make informed decisions in the dynamic world of foreign exchange.
Morgan Stanley stock trades down 1.52 percent as Ariana Salvatore assesses AI spending pressures - Traders Union
Morgan Stanley stock trades down 1.52 percent as Ariana Salvatore assesses AI spending pressures Traders Union
Decisions taken by the Governing Council of the ECB (in addition to decisions setting interest rates)
Decisions taken by the Governing Council of the ECB (in addition to decisions setting interest rates) July 2026 24 July 2026 External communication Publication of the 2026 ECB Convergence Report On 24 June 2026 the ECB published its Convergence Report assessing the progress made
ECB policymakers reiterate they are not seeing second-round effects, stress data dependence
ECB's Simkus: $100 oil will have repercussions on inflation Inflation risk has increased Theres' no value in rushing with a decision now We will have additional inflation data in September I still see probability of a rate hike higher than a hold We do not see second-round effect
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