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 resource for aggregated insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile and normalize research findings from these banks to provide a comprehensive overview of the current foreign exchange landscape.
Our platform offers a streamlined way to access expert commentary on key economic indicators, market trends, and central bank decisions. By leveraging insights from top financial institutions, we aim to equip readers with the information needed to navigate the complexities of the FX market effectively.
Global central bank tightening, high crude to restrain FII inflows to India: Kotak Securities - Big News Network.com
Global central bank tightening, high crude to restrain FII inflows to India: Kotak Securities Big News Network.com
Morgan Stanley raises US data-center power shortfall forecast to 33 GW - Yahoo Finance
Morgan Stanley raises US data-center power shortfall forecast to 33 GW Yahoo Finance
RBA's Hunter says rates may need to rise again as inflation risks stay tilted higher
Markets have priced in a 95% chance the RBA board lifts the cash rate to 4.60% at its September 29 meeting, with rates seen peaking at 4.85% by early next year. Hunter's remarks, pointing to upside inflation risks from Middle East driven oil costs and domestic demand running ahea
[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