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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 Sveriges Riksbank outlook moves the SEK bank consensus across 37 desks
View Sveriges Riksbank outlookWelcome to the commentary page of FX Bank Forecast, your go-to source for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, you can explore insights and analyses that cover a wide range of currency markets and economic factors influencing exchange rates.
Our platform normalizes and presents commentary from top financial institutions, allowing you to stay informed about significant developments such as central bank decisions, market trends, and geopolitical events. Whether you're tracking the Australian dollar's response to RBA minutes or monitoring PBOC's currency interventions, this page offers a comprehensive view of the latest FX research.
Morgan Stanley rates AX1 as Equal-weight - marketscreener.com
Morgan Stanley rates AX1 as Equal-weight marketscreener.com
Goldman flags China stimulus risk as growth slips further below target - Forex Factory
Goldman flags China stimulus risk as growth slips further below target Forex Factory
Goldman flags China stimulus risk as growth slips further below target
A confirmed slowdown toward the 4% handle keeps pressure on Chinese equities and the yuan, particularly if incoming August and September data fail to show stabilisation. The gap between bank estimates, Goldman at the softer end near 4%, Macquarie near 4.2%, BNP Paribas at 4.1%, p
[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
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