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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 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 FXBankForecast.com, your go-to source for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, Bank of America, and more. Here, we compile insights and analyses from top financial institutions, providing a comprehensive view of the FX market dynamics.
This page features recent commentary on key currency pairs and macroeconomic factors influencing the foreign exchange landscape. By normalizing research from various banks, we aim to deliver a balanced perspective that helps you understand market trends and potential risks. Explore our curated content to stay informed about the latest developments in FX.
The Commodities Feed: Oil shrugs off Bessent’s ‘D-day’ plan for Iran
https://think.ing.com/articles/the-commodities-feed-oil-market-shrugs-off-bessents-economic-d-day-plan-for-iran250826/
The Commodities Feed: Oil shrugs off Bessent’s ‘D-day’ plan for Iran
Articles The Commodities Feed: Oil shrugs off Bessent’s ‘D-day’ plan for Iran Published 03:23 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Oil prices drifted lower yesterday despite renewed US plans to tighten economic pressure on
China leans hardest against yuan gains in six months, AUD softens
The scale of this deviation stands out because it comes against a backdrop of broad dollar softness, with the index still hovering near three-month lows on fiscal and debt sustainability concerns. Under normal conditions a weak dollar would be expected to pull USD/CNY lower more
[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