FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
Live cross-firm bank consensus across 37 desks — FX, oil & gold
View bank forecastsWelcome to the commentary section of FX Bank Forecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page provides a comprehensive overview of recent market analyses and commentary, helping you stay informed about the latest trends in foreign exchange and commodities.
Our curated content includes valuable perspectives on currency movements, commodity prices, and economic indicators. By synthesizing research from top banks, we aim to offer a clearer understanding of market dynamics, enabling readers to interpret the implications of various financial developments.
Global Market: Yuan hits 4-year high as traders bet on further gains - The Economic Times
Global Market: Yuan hits 4-year high as traders bet on further gains The Economic Times
Economic and event calendar in Asia Friday, September 18, 2026 - BoJ and RBA
Plenty of big events to come during the Asian timezone today. I'll get previews posted of all of these separately, just a few brief notes for now. Japanese inflation data for August. We have already seen Augusy CPI data for the Tokyo area: Tokyo core CPI rose 1.8% y/y in August,
Gold jumps to $4,366 as oil slips, dollar weakens - Mettis Global
Gold jumps to $4,366 as oil slips, dollar weakens Mettis Global
[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