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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.
See how the Federal Reserve outlook moves the USD bank consensus across 35 desks
View Federal Reserve outlookWelcome to the Commentary page on fxbankforecast.com, your go-to resource for aggregated FX research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we provide a comprehensive overview of market insights, price forecasts, and analysis from top banks, allowing you to stay informed about the latest trends and developments in the foreign exchange market.
Our platform normalizes and presents research excerpts, enabling you to easily access key commentary on major currency pairs such as EUR/USD, AUD/USD, and GBP/JPY. By synthesizing insights from multiple sources, we aim to equip traders and investors with the information they need to make informed decisions in a dynamic market environment.
USD/MXN Analysis: Mexican peso weakens ahead of the Fed decision - City Index UK
USD/MXN Analysis: Mexican peso weakens ahead of the Fed decision City Index UK
USD/MXN Analysis: Mexican peso weakens ahead of the Fed decision - FOREX.com
USD/MXN Analysis: Mexican peso weakens ahead of the Fed decision FOREX.com
The bond market is voting against Warsh. Bond yields hit the highest since 2007
Ten year Treasury yields are up 7 bps so far in Asia and 30s are up 9 bps. The latter just hit a fresh cycle high at 5.24%. That's the highest since 2007 and it looks like a major break could be taking place. We have been testing the 5.20% level since October 2023 when inflation
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
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