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.
See how the Bank of Canada outlook moves the CAD bank consensus across 37 desks
View Bank of Canada outlookWelcome to the Commentary page on FXBankForecast.com, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page provides a comprehensive overview of recent commentary and research on foreign exchange markets, helping you stay informed about key economic indicators and central bank policies.
Here, you will find valuable information on topics such as monetary policy decisions, currency reference rates, and market trends. By synthesizing research from top financial institutions, we aim to provide a clear understanding of the factors influencing currency movements and economic activity.
Christine Lagarde: The choice facing Europeans
SPEECH The choice facing Europeans Speech by Christine Lagarde, President of the ECB, at the official dinner of the Deutsche Bundesbank in Berlin, Germany Berlin, 9 September 2026 It is a pleasure to be here at the Bode Museum in Berlin. More than two centuries ago, the poet Joha
Canadian Dollar: Further gains seen against US Dollar - Scotiabank - FXStreet
Canadian Dollar: Further gains seen against US Dollar - Scotiabank FXStreet
Goldman Sachs: USD/JPY Levels to Watch into US PPI/CPI - eFXdata
Goldman Sachs: USD/JPY Levels to Watch into US PPI/CPI eFXdata
[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