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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 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 on FX Bank Forecast, your go-to source for aggregated insights from 18 leading institutional banks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile and normalize research PDFs to provide you with a comprehensive overview of current market perspectives and trends in foreign exchange.
Our commentary section features analyses and opinions from top financial institutions, helping you navigate the complexities of the FX market. By presenting a range of viewpoints, we aim to equip you with the knowledge needed to make informed decisions while staying updated on the latest developments in currency movements and economic forecasts.
Morgan Stanley targets EUR/AUD at 1.53, backs Aussie dollar carry trade
The rate differential underpinning this call has widened materially over 2026, with the RBA delivering three 25 basis point hikes this year to take the cash rate to 4.35 per cent, against a single ECB move in June that lifted the deposit rate to 2.25 per cent after nearly three y
Morgan Stanley targets EUR/AUD at 1.53, backs Aussie dollar carry trade - investingLive
Morgan Stanley targets EUR/AUD at 1.53, backs Aussie dollar carry trade investingLive
Goldman calls September Fed hike very unlikely as inflation eases
Goldman's call, if it proves right, would extend the reset already underway in market pricing, where hike odds for September have fallen to around 30% and the next expected move has been pushed from December to January following softer July inflation data. Hatzius's argument rest
[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