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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.
Live cross-firm bank consensus across 38 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 bank research PDFs to provide you with a comprehensive overview of market perspectives and trends in the foreign exchange landscape.
Our goal is to equip you with timely and relevant commentary from top financial institutions, enabling you to make informed decisions. Whether you're interested in the latest on USD/JPY, insights from the Federal Reserve, or developments in commodities like oil, this page serves as a valuable hub for understanding the factors shaping the FX market.
The Commodities Feed: Oil under pressure as Iran and Oman reach Hormuz deal
https://think.ing.com/articles/the-commodities-feed-oil-under-pressure-as-iran-and-oman-reach-hormuz-deal060826/
The Commodities Feed: Oil under pressure as Iran and Oman reach Hormuz deal
Articles The Commodities Feed: Oil under pressure as Iran and Oman reach Hormuz deal Published 02:49 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Oil prices remain under pressure, with ICE Brent below $80/bbl, as Iran and Oman rea
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