FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
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 Federal Reserve outlook moves the USD bank consensus across 37 desks
View Federal Reserve outlookWelcome 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 Bank of America. Here, we provide a comprehensive overview of recent insights and analyses from top banks, helping you stay informed about the latest trends and developments in the FX market.
Our platform normalizes research PDFs from these esteemed financial institutions, offering you a streamlined way to access expert commentary on various currency pairs and economic factors. Whether you're interested in central bank policies, market forecasts, or geopolitical influences, our aggregated content is designed to enhance your understanding of the foreign exchange landscape.
The Commodities Feed: Oil steadies as Middle East tensions linger
https://think.ing.com/articles/the-commodities-feed-oil-steadies-as-middle-east-tensions-linger/
Bank of England: Modest insurance tightening path – Deutsche Bank - fxstreet.com
Bank of England: Modest insurance tightening path – Deutsche Bank fxstreet.com
Goldman bets on falling yields, rising stocks (SPX:) - Seeking Alpha
Goldman bets on falling yields, rising stocks (SPX:) Seeking Alpha
[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