FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
Live cross-firm bank consensus across 37 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary page of FX Bank Forecast, your go-to source for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, you will find insightful analyses and perspectives on currency movements, economic indicators, and market trends, helping you stay informed in a rapidly changing financial landscape.
Our platform normalizes research PDFs from top banks such as UBS, Citi, and Deutsche Bank, providing you with a comprehensive overview of the latest market commentary. By synthesizing these expert insights, we aim to equip traders and investors with the knowledge needed to navigate the complexities of the forex market effectively.
Commerzbank: German Ifo Sentiment Expected To Weaken As Iran Conflict Escalates - Bitcoin World
Commerzbank: German Ifo Sentiment Expected To Weaken As Iran Conflict Escalates Bitcoin World
Morgan Stanley course-corrects their semiconductor equipment outlook on demand - Investing.com
Morgan Stanley course-corrects their semiconductor equipment outlook on demand Investing.com
Morgan Stanley Put Ethereum Yield in an ETP. Who Carries the Risk? - CryptoRank
Morgan Stanley Put Ethereum Yield in an ETP. Who Carries the Risk? CryptoRank
[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi - Newsquawk
[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi Newsquawk
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
Economic and event calendar in Asia Friday, July 17, 2026 - Fed speaker
Fed speaker today. Philip Jefferson is Fed Vice Chair, a centrist policymaker now navigating the Fed under new Chair Kevin Warsh. His most recent commentary emphasizes cautious optimism, expecting slightly above-trend growth, a stabilizing labor market, and inflation eventually r