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FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
22 investment banks see USD/JPY at 154.17 by Dec 2026
View the live USD/JPY forecastWelcome to the commentary section of FX Bank Forecast, where we aggregate insights and analyses from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and Citi. This page provides a comprehensive overview of market commentary, helping you stay informed on key trends and developments in foreign exchange and related financial markets.
Our curated content includes expert opinions and research on various topics, such as stablecoin initiatives, commodity forecasts, and stock market movements. By normalizing research from top banks, we enable readers to easily access and interpret critical information that can influence trading strategies and investment decisions.
More Bessent: He emphasized the importance of sound formulation and communication of monetary policy
Treasury Sec. Bessent after meeting with BOJ Ueda said: He emphasized the importance of sound formulation and communication of monetary policy to anchor inflation expectations Expressed strong support for Japan's decisive market and monetary steps to address the substantial under
US manufacturing remains robust, but jobs market stays subdued
https://think.ing.com/snaps/us-manufacturing-remains-robust-but-jobs-market-stays-subdued/
US manufacturing remains robust, but jobs market stays subdued
Older quick take Quick take Published 15:39 United States US manufacturing remains robust, but jobs market stays subdued Another firm ISM manufacturing index boosts confidence in the durability of the recovery in the sector, fuelled by the ongoing surge in tech-related capital ex
[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
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