What is the purpose of the Commentary page?

The Commentary page aggregates insights and analyses from 18 major institutional banks to provide a comprehensive overview of the FX market.

How often is the commentary updated?

The commentary is updated regularly to reflect the latest analyses and forecasts from the contributing banks.

Can I find specific currency forecasts on this page?

Yes, the page includes forecasts and insights on various currency pairs, reflecting the latest views from institutional desks.

Which banks contribute to the research on this page?

Research is aggregated from 18 leading banks, including JPMorgan, Goldman Sachs, BofA, and others.

How should I interpret the information on this page?

The information should be used as a resource for understanding market trends and expert opinions, rather than as specific trading advice.

LIVE

21:11ZUS Rates - Cash continues to roll in 17:20ZThe costs—and the economic prize—of the West Coast Oil Pipeline 17:14ZGlobal Commodities: A sense of déjà vu 16:38ZGlobal FX: Keep calm and carry on 15:08ZPolicy Shifts and Market Risks: Japan, Inflation, and the Fed 13:47ZAssessing rate hike pressures for Japan and South Korea 13:23ZEasing aluminium supply risk prompts lower forecasts 10:23ZConsumer Checkpoint: Consumers hit the back of the net 10:12ZTHINK Ahead: How our 2026 predictions have aged 09:31ZItalian industrial production posts a small contraction in May 21:11ZUS Rates - Cash continues to roll in 17:20ZThe costs—and the economic prize—of the West Coast Oil Pipeline 17:14ZGlobal Commodities: A sense of déjà vu 16:38ZGlobal FX: Keep calm and carry on 15:08ZPolicy Shifts and Market Risks: Japan, Inflation, and the Fed 13:47ZAssessing rate hike pressures for Japan and South Korea 13:23ZEasing aluminium supply risk prompts lower forecasts 10:23ZConsumer Checkpoint: Consumers hit the back of the net 10:12ZTHINK Ahead: How our 2026 predictions have aged 09:31ZItalian industrial production posts a small contraction in May

Commentary

Welcome to the Commentary page of FX Bank Forecast, your go-to resource for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page provides a comprehensive overview of the latest market insights, forecasts, and analyses, allowing traders and investors to stay informed about key currency movements and trends.

Here, you will find a collection of expert commentary and reports that highlight significant developments in the FX market. By normalizing research PDFs from top banks, we aim to present a clear and concise picture of the current economic landscape, enabling you to make informed decisions based on the most relevant data and expert opinions.

Closest existing research

Goldman cuts yen forecast to 165, among most bearish on Wall Street - investingLive
goldman· google-news-usdjpy· 2026-07-06
Goldman cuts yen forecast to 165, among most bearish on Wall Street investingLive

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.

Commentary

Commentary

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Institutional FX coverage in your inbox

Commentary

Commentary

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