FX BANK FORECAST · COVERAGE
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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.
Welcome 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 UBS. Here, you will find insightful analyses and updates on currency trends, economic indicators, and market movements, all normalized for easy consumption.
Our commentary section features expert insights from top banks, providing you with a comprehensive view of the FX landscape. Whether you're interested in the latest forecasts for major currency pairs like EUR/USD or AUD/USD, or analyses on broader market trends, this page serves as a valuable resource for traders and investors seeking informed perspectives.
STMicroelectronics stock falls after AI slowdown hit, UBS sees upside with EUR 80 target - ad-hoc-news.de
STMicroelectronics stock falls after AI slowdown hit, UBS sees upside with EUR 80 target ad-hoc-news.de
Bessent: For a nominal amount, the US Treasury was able to signal support for Japanese policies
I take this comment from Treasury Secretary Scott Bessent as a bullish one for USD/JPY, all else equal. He leaked the above photo, which was obviously staged, and has been talking curiously tough in what's looking more like a jawboning effort than a real credible push. Now we hav
Canadian Dollar: Remains slightly softer against US Dollar – Scotiabank - FXStreet
Canadian Dollar: Remains slightly softer against US Dollar – Scotiabank FXStreet
[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
18 investment banks see GBP/USD at 1.3501 by Dec 2026
View the live GBP/USD forecast