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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 37 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
Live cross-firm bank consensus across 37 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary page of FX Bank Forecast, where we aggregate insights from 18 leading institutional banks, including JPMorgan, Goldman Sachs, and BofA. This page serves as a hub for expert analysis on global FX and rates, providing you with a comprehensive overview of the latest market trends and central bank developments.
Here, you can explore a variety of research excerpts and discussions from top financial institutions, helping you to understand the implications of policy changes and economic indicators on the FX landscape. Our goal is to present a balanced view of market commentary, enabling readers to make informed decisions based on the collective wisdom of the financial industry's foremost analysts.
How have interest rate expectations changed after this week's events?
Rate hikes by year-end RBA: 40 bps (97% probability of rate hike at the next meeting) 2027: 58 bps BoE: 38 bps (65% probability of rate hike at the next meeting) 2027: 103 bps ECB: 35 bps (57% probability of no change at the next meeting) 2027: 83 bps BoC: 34 bps (58% probability
Goldman Sachs just put a number on a problem most Americans feel - Lexington Herald Leader
Goldman Sachs just put a number on a problem most Americans feel Lexington Herald Leader
[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