Loading…
FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
Welcome to the Commentary section of FX Bank Forecast, where we aggregate insights and analyses from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page provides a comprehensive overview of recent commentary on foreign exchange markets, allowing you to stay informed about the latest trends and expert opinions.
Here, you will find valuable perspectives on key economic indicators, central bank policies, and currency forecasts. By normalizing research from top financial institutions, we aim to present a clear and cohesive understanding of the factors influencing currency movements, enabling you to make informed decisions.
Japan ministry of finance declines to comment on sudden yen spike
USD/JPY is down 0.8% on the day now to 161.20 as the dust settles from the earlier price action volatility. The past hour or so saw the currency pair falling by around 100 pips from 162.20 to a low of 161.13, before a quick rebound back to 161.90. After which, it has been a slow
BOE's Mann: In June there were more upside risks to inflation
In June there were more upside risks to inflation compared to downside risks for activity The trade-off between inflation risk and activity has led me to place more weight on inflation persistence, shifting my view toward a longer hold, and potentially a need to lean against that
The US Blockade of Iran after Six Weeks
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
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
There's endless commentary that the blockade has failed, but that's total nonsense
19 investment banks see USD/CHF at 0.78 by Dec 2026
View the live USD/CHF forecast