FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
Live cross-firm bank consensus across 30 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary page of FX Bank Forecast, where we aggregate and normalize research insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This platform provides a comprehensive overview of the latest market commentary, helping you stay informed about key economic indicators and trends that influence the foreign exchange landscape.
Our curated content includes analyses on various topics, such as consumer confidence data, central bank interest rate expectations, and geopolitical developments. By synthesizing expert opinions from top financial institutions, we aim to equip you with the necessary information to navigate the complexities of the FX market effectively.
How have interest rate expectations changed after this week's events?
Rate hikes by year-end RBNZ: 55 bps (62% probability of rate hike at the next meeting) Fed: 31 bps (30% probability of rate hike at the next meeting) ECB: 27 bps (69% probability of no change at the next meeting) BoE: 20 bps (86% probability of no change at the next meeting) BoJ:
Goldman Sachs raises India’s FY27 growth forecast to 6.5%, sees inflation at lower levels - Moneycontrol.com
Goldman Sachs raises India’s FY27 growth forecast to 6.5%, sees inflation at lower levels Moneycontrol.com
The US Blockade of Iran after Six Weeks
Much of the commentary on the US blockade says it's failed, but that's total nonsense
ECBs Lane:Monetary policy decisions will continue to be made on a meeting-by-meeting basis
ECBs Lane gave a speech at a Dinner event. Below are the main commentary on the Economy/Policy. Supply-driven energy shocks hurt euro area growth: Lane said oil-price increases caused by supply disruptions — especially geopolitical events — tend to lower euro area GDP growth by a
Taking Stock of the US Blockade
There's endless commentary that the blockade has failed, but that's total nonsense