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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 36 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
Live cross-firm bank consensus across 36 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary page on 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 market analyses, economic updates, and strategic recommendations from top financial institutions, providing a comprehensive view of the foreign exchange landscape.
Here, you can explore expert commentary on various currencies and economic factors influencing the FX market. Our curated content includes perspectives on interest rate expectations, fiscal policies, and market trends, helping you stay informed and make well-rounded decisions in the dynamic world of foreign exchange.
How have interest rate expectations changed after this week's events?
Rate hikes by year-end RBNZ: 52 bps (91% probability of rate hike at the next meeting) ECB: 40 bps (94% probability of rate hike at the next meeting) BoJ: 35 bps (67% probability of rate hike at the next meeting) BoE: 27 bps (81% probability of no change at the next meeting) Fed:
Canadian Dollar: Binary tariff risks shape near-term path – TD Securities - FXStreet
Canadian Dollar: Binary tariff risks shape near-term path – TD Securities FXStreet
ECB Consumer Expectations Survey results – July 2026
PRESS RELEASE ECB Consumer Expectations Survey results – July 2026 21 August 2026 Compared with June 2026: median consumer perceptions of inflation over the past 12 months decreased slightly, as did median expectations for inflation over the next 12 months and three years ahead,
[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
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