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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.
Live cross-firm bank consensus across 35 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary page of FX Bank Forecast, your go-to resource for aggregated insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile and normalize research PDFs from top banks to provide a comprehensive view of market sentiment and currency forecasts.
This page features recent commentary and analysis on various currency pairs, allowing readers to stay informed on trends and shifts in the foreign exchange market. By synthesizing expert opinions, we aim to help you interpret the latest developments and make informed decisions based on institutional insights.
ECB September Rate Hike Remains Base Case, Says TD Securities - Bitcoin World
ECB September Rate Hike Remains Base Case, Says TD Securities Bitcoin World
US Consumer Inflation Expectations Hold At 4.2% In July, Matching Forecasts - Bitcoin World
US Consumer Inflation Expectations Hold At 4.2% In July, Matching Forecasts Bitcoin World
Please Stop Yammering About Fed Credibility
Less forward guidance means markets make more mistakes and do more finger-pointing
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