What type of commentary can I find on this page?

This page features expert analyses and insights from 18 institutional banks, focusing on current trends and forecasts in the foreign exchange market.

How often is the commentary updated?

The commentary is updated regularly to reflect the latest insights and analyses from the participating banks.

Can I access historical commentary?

While this page primarily features recent commentary, you may find links or references to previous analyses within individual posts.

Are the forecasts provided on this page guaranteed?

No, the forecasts are based on expert analyses and are subject to market conditions; they should be interpreted as informed opinions rather than guaranteed outcomes.

Which banks contribute to the commentary on this page?

The commentary is aggregated from 18 major banks, including JPMorgan, Goldman Sachs, HSBC, and others, ensuring a diverse range of perspectives.

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

See how the Federal Reserve outlook moves the USD bank consensus across 30 desks

View Federal Reserve outlook

Commentary

Welcome 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 serves as a hub for the latest analyses and perspectives on currency movements, providing you with a comprehensive view of the foreign exchange landscape.

Here, you will find expert commentary on various currency pairs and macroeconomic factors influencing the FX market. Our coverage includes insights from top banks like Deutsche Bank, ING, and UBS, allowing you to stay informed about critical trends and forecasts that can impact your trading decisions.

Closest existing research

Goldman Sachs EUR/USD Forecast: 6- And 12-Month Euro-Dollar Targets Cut To 1.12 - Exchange Rates UK
goldman· google-news-eurusd· 2026-07-11
Goldman Sachs EUR/USD Forecast: 6- And 12-Month Euro-Dollar Targets Cut To 1.12 Exchange Rates UK

Coverage alert

Email me when FX Bank Forecast adds coverage for Global Markets Rally AS Weak US Jobs Data Eases FED Hike Ng6y47.

FX BANK FORECAST · COVERAGE

Institutional FX coverage in your inbox

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

Commentary

Commentary

Closest existing research

Institutional FX coverage in your inbox

Commentary

Commentary

Closest existing research

Tag-matched commentary (matching "Commentary")

Frequently asked questions

All research pillars