What types of commentary can I find on this page?

This page features aggregated insights and forecasts from 18 major financial institutions, covering various aspects of the foreign exchange market, including currency trends and economic outlooks.

How often is the commentary updated?

The commentary is updated regularly to reflect the latest insights and analyses from the participating banks, ensuring you have access to timely information.

Can I trust the forecasts presented here?

The forecasts are derived from reputable institutional research, providing a reliable basis for understanding market dynamics, though individual results may vary.

Are there any specific currencies or markets covered?

Yes, the commentary includes insights on a range of currencies and markets, such as the US dollar, Canadian dollar, and gold prices, among others.

How can I use this commentary for my trading decisions?

You can use the aggregated insights to inform your trading strategies, understanding market sentiment and potential movements based on expert analyses.

LIVE

21:11ZUS Rates - Cash continues to roll in 17:20ZThe costs—and the economic prize—of the West Coast Oil Pipeline 17:14ZGlobal Commodities: A sense of déjà vu 16:38ZGlobal FX: Keep calm and carry on 15:08ZPolicy Shifts and Market Risks: Japan, Inflation, and the Fed 13:47ZAssessing rate hike pressures for Japan and South Korea 13:23ZEasing aluminium supply risk prompts lower forecasts 10:23ZConsumer Checkpoint: Consumers hit the back of the net 10:12ZTHINK Ahead: How our 2026 predictions have aged 09:31ZItalian industrial production posts a small contraction in May 21:11ZUS Rates - Cash continues to roll in 17:20ZThe costs—and the economic prize—of the West Coast Oil Pipeline 17:14ZGlobal Commodities: A sense of déjà vu 16:38ZGlobal FX: Keep calm and carry on 15:08ZPolicy Shifts and Market Risks: Japan, Inflation, and the Fed 13:47ZAssessing rate hike pressures for Japan and South Korea 13:23ZEasing aluminium supply risk prompts lower forecasts 10:23ZConsumer Checkpoint: Consumers hit the back of the net 10:12ZTHINK Ahead: How our 2026 predictions have aged 09:31ZItalian industrial production posts a small contraction in May

23 investment banks see USD/JPY at 150.74 by Dec 2026

View the live USD/JPY forecast

Commentary

Welcome to the Commentary page on FX Bank Forecast, your premier source for aggregated insights from 18 leading financial institutions, including JPMorgan, Goldman Sachs, and HSBC. This page compiles expert analysis and forecasts from various bank research PDFs, providing a comprehensive overview of market trends and currency outlooks.

Here, you can explore recent commentary on key topics such as gold price forecasts, the long-term trajectory of the dollar, and insights on currency pairs like USD/CNY and CAD. By synthesizing these diverse perspectives, we aim to equip you with the information needed to navigate the foreign exchange landscape effectively.

Closest existing research

Tag-matched commentary (matching "Commentary")

Frequently asked questions

What types of commentary can I find on this page?: This page features aggregated insights and forecasts from 18 major financial institutions, covering various aspects of the foreign exchange market, including currency trends and economic outlooks.
How often is the commentary updated?: The commentary is updated regularly to reflect the latest insights and analyses from the participating banks, ensuring you have access to timely information.
Can I trust the forecasts presented here?: The forecasts are derived from reputable institutional research, providing a reliable basis for understanding market dynamics, though individual results may vary.
Are there any specific currencies or markets covered?: Yes, the commentary includes insights on a range of currencies and markets, such as the US dollar, Canadian dollar, and gold prices, among others.
How can I use this commentary for my trading decisions?: You can use the aggregated insights to inform your trading strategies, understanding market sentiment and potential movements based on expert analyses.

All research pillars

Coverage alert

Email me when FX Bank Forecast adds coverage for Rabobank US Dollar TO YEN Forecast USD JPY AT 147 IN Three Dasg9h.

FX BANK FORECAST · COVERAGE

Institutional FX coverage in your inbox

Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.