What types of commentary can I find on this page?

This page features commentary on various aspects of the foreign exchange market, including analyses of currency trends, economic indicators, and geopolitical events from major institutional banks.

How often is the commentary updated?

The commentary is updated regularly to reflect the latest insights and analyses from the 18 institutional desks we cover, ensuring you have access to timely information.

Can I access the original research documents?

While this page aggregates commentary, you can find links to the original research PDFs from the respective banks for deeper insights.

Who are the contributors to the commentary?

The commentary is sourced from leading institutional banks, including names like Deutsche Bank, Citigroup, and UBS, among others.

Is the commentary focused on specific currencies?

Yes, the commentary covers a wide range of currencies, analyzing factors that influence their movements and providing insights on market sentiment.

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08:46ZConstruction pricing heats up in the Czech Republic 07:50ZUBS On-Air: Paul Donovan Daily Audio 'Growth and delays'07:49ZChina’s growth imbalance worsened with domestic activity slowing in July 07:12ZThe Commodities Feed: Oil near $90 on escalating Middle East risks 07:01ZFX Daily: Porridge cools for goldilocks 06:30ZRates Spark: Long-end risks, ECB conviction and UK data tests 06:10ZYen: Why Bessent backs himself for successful intervention 20:59ZGoldman Sachs: labour market "not that interesting" as inflation dominates Fed debate 23:22ZGlobal Rates & FX Views: August summer guide 20:14ZHow should I be positioned? with Richard Bernstein (Janus Henderson) and Jason Draho (UBS CIO)08:46ZConstruction pricing heats up in the Czech Republic 07:50ZUBS On-Air: Paul Donovan Daily Audio 'Growth and delays'07:49ZChina’s growth imbalance worsened with domestic activity slowing in July 07:12ZThe Commodities Feed: Oil near $90 on escalating Middle East risks 07:01ZFX Daily: Porridge cools for goldilocks 06:30ZRates Spark: Long-end risks, ECB conviction and UK data tests 06:10ZYen: Why Bessent backs himself for successful intervention 20:59ZGoldman Sachs: labour market "not that interesting" as inflation dominates Fed debate 23:22ZGlobal Rates & FX Views: August summer guide 20:14ZHow should I be positioned? with Richard Bernstein (Janus Henderson) and Jason Draho (UBS CIO)

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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. Here, we compile insights and analyses from top banks to provide a comprehensive overview of market trends and currency movements.

On this page, you will find a selection of recent commentary that highlights key developments in the FX market. From the impact of economic indicators like the US Non-Farm Payrolls to geopolitical events affecting currencies, our aggregation helps you stay informed and interpret the latest research effectively.

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Frequently asked questions

What types of commentary can I find on this page?: This page features commentary on various aspects of the foreign exchange market, including analyses of currency trends, economic indicators, and geopolitical events from major institutional banks.
How often is the commentary updated?: The commentary is updated regularly to reflect the latest insights and analyses from the 18 institutional desks we cover, ensuring you have access to timely information.
Can I access the original research documents?: While this page aggregates commentary, you can find links to the original research PDFs from the respective banks for deeper insights.
Who are the contributors to the commentary?: The commentary is sourced from leading institutional banks, including names like Deutsche Bank, Citigroup, and UBS, among others.
Is the commentary focused on specific currencies?: Yes, the commentary covers a wide range of currencies, analyzing factors that influence their movements and providing insights on market sentiment.

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