What type of commentary can I find on this page?

This page features aggregated commentary from 18 major banks, covering insights on currency trends, economic policies, and market forecasts.

How often is the commentary updated?

The commentary is updated regularly to reflect the latest insights and analyses from the participating banks.

Can I access the original research PDFs from the banks?

Yes, each commentary is linked to the original research PDFs for deeper insights and detailed analyses.

Which banks are included in the commentary aggregation?

The commentary includes insights from banks such as JPMorgan, Goldman Sachs, BofA, HSBC, and many others.

Is the commentary focused on specific currencies?

Yes, the commentary covers a wide range of currencies, discussing factors that influence their performance in the global market.

LIVE

02:07ZAsia week ahead: BoJ rates, China’s Fifth Plenum, Taiwan and Korea data 01:48ZThe Commodities Feed: Brent builds geopolitical premium as Gulf risks rise 22:37ZECB preview: MUFG sees October hold, two hikes ahead. See EUR/USD year end at 1.12 16:21ZGlobal FX: GBP FX - UK Budget Preview 16:13ZEM Fixed Income: Swimming upstream after Bangkok 15:47ZRates Spark: US and France like ships passing in the night at 5%14:59ZGlobal Rates: DM inflation, from mixed bag to common thread 14:03ZRBNZ to hike next week as inflation risks mount 12:30ZTurkish central bank resumes rate cuts and signals more to come 09:55ZThe Dutch economy is doing surprisingly well 02:07ZAsia week ahead: BoJ rates, China’s Fifth Plenum, Taiwan and Korea data 01:48ZThe Commodities Feed: Brent builds geopolitical premium as Gulf risks rise 22:37ZECB preview: MUFG sees October hold, two hikes ahead. See EUR/USD year end at 1.12 16:21ZGlobal FX: GBP FX - UK Budget Preview 16:13ZEM Fixed Income: Swimming upstream after Bangkok 15:47ZRates Spark: US and France like ships passing in the night at 5%14:59ZGlobal Rates: DM inflation, from mixed bag to common thread 14:03ZRBNZ to hike next week as inflation risks mount 12:30ZTurkish central bank resumes rate cuts and signals more to come 09:55ZThe Dutch economy is doing surprisingly well

Live cross-firm bank consensus across 38 desks — FX, oil & gold

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Commentary

Welcome to the Commentary page of FX Bank Forecast, your go-to source for aggregated insights from 18 leading financial institutions, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile and normalize bank research PDFs to provide you with a comprehensive view of the latest market trends and analyses in the foreign exchange sector.

Our collection features expert commentary on various currencies and economic factors, helping you stay informed about critical developments such as US policy changes, global FX dynamics, and regional currency pressures. By leveraging insights from top banks, this page serves as a valuable resource for traders and investors looking to navigate the complexities of the FX market.

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.

Commentary

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