Loading…
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 page of FX Bank Forecast, your go-to source for aggregated insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile and normalize research from top banks to provide you with a comprehensive view of the foreign exchange market, enabling you to stay informed about key trends and developments.
Our commentary section features expert analyses on various currency pairs, geopolitical influences, and economic indicators. By synthesizing reports from renowned financial institutions, we aim to equip you with the knowledge necessary to navigate the complexities of the FX landscape effectively.
Will Kevin Warsh Make a Mistake?
Markets put a 40 percent probability on a hike this week, which would be a big mistake
ECB policymaker Kazimir says at least one more rate hike will be needed
At least one more rate hike will be needed Second round effecs costly to reverse, ECB must act before they are visible Deterioration of outlook would warrant more tightening than now expected Rate hike will be warranted even if inflation situation improves somewhat ECB's Kazimir
Bank of England some way off a rate hike despite energy price spike
https://think.ing.com/articles/bank-of-england-some-way-off-a-rate-hike-despite-energy-price-spike/
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