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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 36 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
Live cross-firm bank consensus across 36 desks — FX, oil & gold
View bank forecastsAt FX Bank Forecast, we aggregate and normalize research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC, to provide comprehensive insights into the foreign exchange market. This page features a curated selection of recent commentary that highlights key trends, economic indicators, and geopolitical events impacting currency movements.
Readers can explore expert analyses on various topics, such as central bank decisions, commodity market dynamics, and international trade relations. By synthesizing information from top financial institutions, we aim to equip traders and investors with the knowledge needed to navigate the complexities of the FX landscape.
The Commodities Feed: Oil shrugs off Bessent’s ‘D-day’ plan for Iran
https://think.ing.com/articles/the-commodities-feed-oil-market-shrugs-off-bessents-economic-d-day-plan-for-iran250826/
China leans hardest against yuan gains in six months, AUD softens
The scale of this deviation stands out because it comes against a backdrop of broad dollar softness, with the index still hovering near three-month lows on fiscal and debt sustainability concerns. Under normal conditions a weak dollar would be expected to pull USD/CNY lower more
RBA minutes reveal live debate over a pre-emptive August hike
The minutes confirm the hold was a genuine deliberation rather than a formality, with the board explicitly weighing a pre-emptive 25 basis point hike against the case that policy already sits at the top of neutral rate estimates and is working as intended. The staff's own risk as
[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