FX BANK FORECAST · COVERAGE
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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 section of FX Bank Forecast, where we aggregate insights and analyses from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a hub for market commentary, providing you with a comprehensive overview of the latest trends and developments in the foreign exchange landscape.
Our curated content includes expert opinions and research findings on various asset classes, including emerging market fixed income and currency pairs like USD/CAD. By synthesizing information from multiple sources, we aim to equip readers with a well-rounded understanding of current market dynamics and the factors influencing them.
Canadian Dollar: Gains hinge on 1.3970 against US Dollar – Scotiabank - FXStreet
Canadian Dollar: Gains hinge on 1.3970 against US Dollar – Scotiabank FXStreet
Goldman Sachs significantly raised its forecasts for AI server PCBs and CCLs, projecting the market size to reach $84 billion and $48 billion, respectively, by 2028. - Moomoo
Goldman Sachs significantly raised its forecasts for AI server PCBs and CCLs, projecting the market size to reach $84 billion and $48 billion, respectively, by 2028. Moomoo
Canadian dollar seen rangebound as domestic economy recovers: Reuters poll - BNN Bloomberg
Canadian dollar seen rangebound as domestic economy recovers: Reuters poll BNN Bloomberg
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