Commentary

Commentary

Welcome to the commentary section of FX Bank Forecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and UBS. This page serves as a hub for the latest analyses and perspectives on the foreign exchange market, providing you with a comprehensive overview of current trends and forecasts.

Here, you can explore various topics, such as the recent volatility in rates markets discussed by experts like Jay Barry and Ipek Ozil, and the implications of changing economic conditions on currencies. Our goal is to help you interpret the aggregated research and stay informed about critical developments in the FX landscape.

• All bank coverage
• Forecast aggregator
• Economic calendar
• Currencies
• Research

Closest existing research

• How have interest rate expectations changed after this week's event?

  · investinglive-cb· 2026-06-05

  Rate hikes by year-end RBNZ: 71 bps (71% probability of rate hike at the next meeting) ECB: 64 bps (98% probability of rate hike at the next meeting) BoJ: 43 bps (81% probability of rate hike at the next meeting) BoE: 41 bps (92% probability of no change at the next meeting) RBA:

• Bank of England survey questions need for rate hikes

  ing· gmail-imap· 2026-06-05

  https://think.ing.com/snaps/bank-of-england-survey-questions-need-for-rate-hikes/

• Bank of England survey questions need for rate hikes

  ing· gmail-imap· 2026-06-05

  https://think.ing.com/snaps/bank-of-england-survey-questions-need-for-rate-hikes/

Tag-matched commentary (matching "Commentary")

• The US Blockade of Iran after Six Weeks

  · robin-brooks-substack· 2026-05-23

  Much of the commentary on the US blockade says it's failed, but that's total nonsense

• ECBs Lane:Monetary policy decisions will continue to be made on a meeting-by-meeting basis

  · investinglive-cb· 2026-05-13

  ECBs Lane gave a speech at a Dinner event. Below are the main commentary on the Economy/Policy. Supply-driven energy shocks hurt euro area growth: Lane said oil-price increases caused by supply disruptions — especially geopolitical events — tend to lower euro area GDP growth by a

• Taking Stock of the US Blockade

  · robin-brooks-substack· 2026-05-05

  There's endless commentary that the blockade has failed, but that's total nonsense

Frequently asked questions

What types of commentary can I find on this page?

This page features analyses and insights from major banks regarding current trends in the foreign exchange market, including interest rates, inflation forecasts, and commodity outlooks.

How often is the commentary updated?

The commentary is updated regularly to reflect the latest insights and analyses from our 18 institutional bank partners.

Can I find specific forecasts from individual banks here?

While the page aggregates commentary from multiple banks, it does not provide specific forecasts or predictions from individual institutions. Instead, it focuses on broader market insights.

Who are the contributors to the commentary?

The commentary includes insights from analysts and strategists at leading banks such as Citi, Deutsche Bank, and Morgan Stanley, among others.

Is there a focus on any particular currency or region?

The commentary covers a wide range of currencies and regions, providing a holistic view of the global FX market.

All research pillars

• Research index
• Bank reports
• Consensus
• EM strategy
• Macro quant
• Scenarios
• Track record