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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.
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 resource for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile insights and analyses from top financial institutions to provide a comprehensive view of market trends and currency movements.
Our curated excerpts cover a range of topics, from monetary policy outlooks to specific currency forecasts, allowing readers to stay informed about the latest developments in the FX market. By normalizing research from various banks, we aim to present a clearer picture of the factors influencing currency valuations.
GBP Money Markets: High premium for terming out
Articles GBP Money Markets: High premium for terming out Published 09:02 Rates Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Markets are pricing in more than four Bank of England hikes as oil trades around $100, but we think expectations have turned
EUR Money Markets: Tightening as intended
Articles EUR Money Markets: Tightening as intended Published 09:01 Rates Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The ECB hike discount is stretched, but hard to lean against given the high level of uncertainty. Liquidity conditions will contin
US Money Markets: Value in extensions given the aggressive Fed discount
Articles US Money Markets: Value in extensions given the aggressive Fed discount Published 09:00 Rates Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The Fed has hiked and the market is positioned for more. Moreover, the discount is there for maintai
[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