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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 36 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
See how the Bank of Japan outlook moves the JPY bank consensus across 36 desks
View Bank of Japan outlookWelcome to the Commentary page on FX Bank Forecast, your go-to source for aggregated insights from 18 leading financial institutions. Here, we compile and normalize research from banks such as JPMorgan, Goldman Sachs, and HSBC, providing you with a comprehensive overview of the latest market commentary and analysis.
Our goal is to equip traders and investors with timely information that reflects the current sentiment and economic outlook. By consolidating expert insights, including perspectives on currency movements and macroeconomic trends, you can make informed decisions based on a wide range of institutional viewpoints.
Low on Memory
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Norwegian Krone: Norges Bank Softens Hawkish Stance – TD Securities - Bitcoin World
Norwegian Krone: Norges Bank Softens Hawkish Stance – TD Securities Bitcoin World
ICYMI - Hawkish Fed's Hammack says acting now on inflation is really critical
Hammack's Dayton remarks ( headlines here earlier ) sharpen the hawkish end of the FOMC's internal split, arguing explicitly that current policy is not restrictive and that businesses remain eager to borrow and invest, a dynamic she sees as adding to price pressure rather than ea
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