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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 38 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
Welcome to the Commentary page of FX Bank Forecast, your go-to source for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and Bank of America. This page provides a comprehensive overview of recent market analyses, insights, and trends that can help you understand the dynamics influencing currency movements.
Here, you will find valuable commentary on various economic indicators, central bank decisions, and market sentiments. By normalizing research from top banks, we aim to present a clear picture of the FX landscape, enabling readers to make informed decisions based on the latest expert opinions and analyses.
Commerzbank: August Inflation Report Crucial for Fed’s September Rate Decision - CryptoRank
Commerzbank: August Inflation Report Crucial for Fed’s September Rate Decision CryptoRank
Consumers subscribe to more spending
~~~~~~~~~~~~~~~ Bank of America ~~~~~~~~~~~~~~~ Consumers subscribe to more spending Subscriptions are growing faster than overall spending, powered by younger consumers, streaming and the rise of AI. Consumer
Canadian dollar rebounds from nearly three-week low on BoC inflation concerns - marketscreener.com
Canadian dollar rebounds from nearly three-week low on BoC inflation concerns marketscreener.com
[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
31 investment banks see EUR/USD at 1.1469 by Dec 2026
View the live EUR/USD forecast