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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.
See how the Bank of England outlook moves the GBP bank consensus across 37 desks
View Bank of England outlookWelcome to the Commentary page of FX Bank Forecast, your go-to source for aggregated insights from 18 leading institutional banks, including JPMorgan, Goldman Sachs, and HSBC. This page compiles the latest research commentary on key economic indicators, central bank policies, and currency forecasts, helping you stay informed about the dynamic foreign exchange landscape.
Our collection features expert analyses and updates from top financial institutions, allowing you to gain a comprehensive understanding of market movements and trends. By normalizing research from diverse sources, we provide a clearer picture of the factors influencing currency valuations and central bank decisions.
Denouement to the Latest Oil Price Scare
The attack on the East-West pipeline sparked intense panic, but that’s now subsiding
ECB president Lagarde fuels early exit speculation with 'we'll see' response
ECB president, Christine Lagarde, continues to give markets a reason to keep an eye on the succession story at the central bank. Her potential early departure has been a hot topic that started in 2025, amid speculation of her cutting short her stint at the ECB to leave for the WE
ECB Consumer Expectations Survey results – August 2026
PRESS RELEASE ECB Consumer Expectations Survey results – August 2026 18 September 2026 Compared with July 2026: median consumer perceptions of inflation over the past 12 months were unchanged, while median expectations for inflation increased across all horizons; expectations for
[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