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 section of FX Bank Forecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a hub for the latest analyses and perspectives on foreign exchange markets, providing you with a comprehensive overview of current trends and expert opinions.
Here, you will find a curated selection of research excerpts that delve into various topics affecting the FX landscape, such as the resilience of the US service sector and potential interventions in currency markets. Our goal is to help you interpret these insights effectively, enabling informed decision-making in your trading strategies.
Morgan Stanley’s Top Picks in European Banks Offer Up to 5% Earnings Upside - Investing.com Nigeria
Morgan Stanley’s Top Picks in European Banks Offer Up to 5% Earnings Upside Investing.com Nigeria
Morgan Stanley: Q3 is the golden window to increase allocations to Hong Kong equities. - moomoo.com
Morgan Stanley: Q3 is the golden window to increase allocations to Hong Kong equities. moomoo.com
Goldman Sachs Dissects the Yen Dilemma: Intervention Only Buys Time—Capital Inflows Are Key to a Long-Term Solution - 富途牛牛
Goldman Sachs Dissects the Yen Dilemma: Intervention Only Buys Time—Capital Inflows Are Key to a Long-Term Solution 富途牛牛
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