FX BANK FORECAST · COVERAGE
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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 page of FX Bank Forecast, your trusted aggregator of foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile and normalize insights from top financial institutions, providing you with a comprehensive overview of the latest market trends and analyses.
Our goal is to present a clear and accessible summary of expert commentary, enabling you to stay informed about significant developments in the FX market. By leveraging the research from these reputable banks, you can better understand the factors influencing currency movements and make more informed decisions.
Arm remains key AI infrastructure beneficiary despite softer handset outlook, Citi says - Yahoo! Finance Canada
Arm remains key AI infrastructure beneficiary despite softer handset outlook, Citi says Yahoo! Finance Canada
Lam Research stock jumps 17% as AI demand fuels earnings beat, outlook - Invezz
Lam Research stock jumps 17% as AI demand fuels earnings beat, outlook Invezz
Canadian Dollar Forecast: USD/CAD Falls To 1.4000 But CIBC Sees Continuing Fed Risk - Exchange Rates Org UK
Canadian Dollar Forecast: USD/CAD Falls To 1.4000 But CIBC Sees Continuing Fed Risk Exchange Rates Org UK
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