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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 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.
Live cross-firm bank consensus across 30 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary page of FX Bank Forecast, your trusted FX research aggregator. Here, we compile and normalize insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC, providing you with a comprehensive overview of the latest market commentary and analysis.
Our goal is to equip you with valuable perspectives on currency movements and economic indicators. By aggregating research from top banks, you can better understand market dynamics, such as interest rate expectations and geopolitical influences, helping you make informed trading decisions.
How have interest rate expectations changed after this week's events?
Rate hikes by year-end RBNZ: 62 bps (82% probability of rate hike at the next meeting) Fed: 30 bps (83% probability of no change at the next meeting) ECB: 24 bps (72% probability of no change at the next meeting) BoJ: 20 bps (99% probability of no change at the next meeting) BoE:
The Commodities Feed: Oil under pressure amid rebound in Middle East flows
https://think.ing.com/articles/the-commodities-feed-oil-under-pressure-as-middle-east-flows-continue-to-recover030726/
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