FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
Live cross-firm bank consensus across 38 desks — FX, oil & gold
View bank forecastsWelcome to the Commentary page on FX Bank Forecast, your go-to resource for aggregated insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and Bank of America. Here, you will find a curated selection of recent market analyses and economic commentary that reflect the latest trends and forecasts in the foreign exchange landscape.
Our platform normalizes research PDFs from top banks, allowing you to easily access expert opinions on key topics such as currency movements, economic policies, and global market risks. Whether you're a trader, investor, or simply interested in FX markets, our commentary section is designed to provide you with valuable perspectives to inform your decisions.
Why Economists Think Another ECB Rate Hike Is Coming - Exchange Rates Org UK
Why Economists Think Another ECB Rate Hike Is Coming Exchange Rates Org UK
Euro: Firmer against US Dollar despite slower growth – BNP Paribas - FXStreet
Euro: Firmer against US Dollar despite slower growth – BNP Paribas FXStreet
Will Kevin Warsh Make a Mistake?
Markets put a 40 percent probability on a hike this week, which would be a big mistake
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
Economic and event calendar in Asia Friday, July 17, 2026 - Fed speaker
Fed speaker today. Philip Jefferson is Fed Vice Chair, a centrist policymaker now navigating the Fed under new Chair Kevin Warsh. His most recent commentary emphasizes cautious optimism, expecting slightly above-trend growth, a stabilizing labor market, and inflation eventually r