FX BANK FORECAST · COVERAGE
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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 Japan outlook moves the JPY bank consensus across 37 desks
View Bank of Japan outlookWelcome to the Commentary page of FX Bank Forecast, your go-to resource for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and Bank of America. Here, we compile insights and analyses from major banks to provide a comprehensive overview of current market trends and economic factors influencing currency movements.
This page features the latest commentary on key topics such as central bank policies, yield outlooks, and geopolitical events. By normalizing research from top financial institutions, we aim to equip traders and investors with the information necessary to make informed decisions in the dynamic forex market.
How have interest rate expectations changed after this week's events?
Rate hikes by year-end RBA: 40 bps (97% probability of rate hike at the next meeting) 2027: 58 bps BoE: 38 bps (65% probability of rate hike at the next meeting) 2027: 103 bps ECB: 35 bps (57% probability of no change at the next meeting) 2027: 83 bps BoC: 34 bps (58% probability
Morgan Stanley cuts Orange on slower profit growth, rising leverage By Investing.com - Investing.com Nigeria
Morgan Stanley cuts Orange on slower profit growth, rising leverage By Investing.com Investing.com Nigeria
Denouement to the Latest Oil Price Scare
The attack on the East-West pipeline sparked intense panic, but that’s now subsiding
[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