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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 of FX Bank Forecast, where we aggregate and normalize research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and Bank of America. This platform provides you with access to the latest insights and analyses on foreign exchange markets, helping you stay informed about global currency trends.
Our commentary section features expert opinions and key takeaways from recent reports, allowing you to understand market dynamics and positioning strategies. By synthesizing research from top banks like HSBC, UBS, and Citi, we aim to provide a comprehensive view of the factors influencing currency movements and interventions.
Morgan Stanley Issues a “Space-Age” Forecast for SpaceX 📈 Norges Bank Reveals Its Position - XTB.com
Morgan Stanley Issues a “Space-Age” Forecast for SpaceX 📈 Norges Bank Reveals Its Position XTB.com
Goldman Sachs says weak US data or a BOJ miss could trigger new yen intervention
The key takeaway for positioning is that Japan's firepower is not the constraint, capacity is described as ample, so the real variable is timing and trigger rather than ability to act. Goldman's framing puts two catalysts on watch: a miss on US data that weakens the case for furt
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