What kind of commentary can I find on this page?

This page features aggregated commentary from 18 major banks, providing insights into their latest market forecasts and analyses on currency trends.

How often is the commentary updated?

The commentary is updated regularly to reflect the most recent research and forecasts from the institutional desks we cover.

Can I trust the forecasts provided here?

Yes, the commentary is sourced from reputable banks such as Goldman Sachs, JPMorgan, and others, ensuring that you receive expert insights based on extensive market research.

Are the insights specific to certain currencies?

Yes, the commentary often focuses on key currency pairs, including insights on USD/JPY and other major currencies as provided by the banks.

Is there a way to track changes in forecasts over time?

While this page provides the latest insights, you can also look for historical commentary to see how forecasts have evolved across different time periods.

Lesetja Kganyago: One crisis after another - shocks, imbalances and resilience in the global economy

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21:11ZUS Rates - Cash continues to roll in 17:20ZThe costs—and the economic prize—of the West Coast Oil Pipeline 17:14ZGlobal Commodities: A sense of déjà vu 16:38ZGlobal FX: Keep calm and carry on 15:08ZPolicy Shifts and Market Risks: Japan, Inflation, and the Fed 13:47ZAssessing rate hike pressures for Japan and South Korea 13:23ZEasing aluminium supply risk prompts lower forecasts 10:23ZConsumer Checkpoint: Consumers hit the back of the net 10:12ZTHINK Ahead: How our 2026 predictions have aged 09:31ZItalian industrial production posts a small contraction in May 21:11ZUS Rates - Cash continues to roll in 17:20ZThe costs—and the economic prize—of the West Coast Oil Pipeline 17:14ZGlobal Commodities: A sense of déjà vu 16:38ZGlobal FX: Keep calm and carry on 15:08ZPolicy Shifts and Market Risks: Japan, Inflation, and the Fed 13:47ZAssessing rate hike pressures for Japan and South Korea 13:23ZEasing aluminium supply risk prompts lower forecasts 10:23ZConsumer Checkpoint: Consumers hit the back of the net 10:12ZTHINK Ahead: How our 2026 predictions have aged 09:31ZItalian industrial production posts a small contraction in May

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.

Institutional FX coverage in your inbox

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