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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.
Live cross-firm bank consensus across 37 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 Bank of America. This platform provides a comprehensive overview of market commentary, helping you stay informed about the latest trends and analyses in the foreign exchange landscape.
Our curated excerpts from various banks offer valuable perspectives on economic conditions, monetary policy, and market movements. Readers can interpret these insights to gain a clearer understanding of the factors influencing currency fluctuations and make informed decisions based on expert analysis.
No guidance from Jackson Hole?
The main event for markets today will come from Jackson Hole later, with all eyes on Fed chair Warsh's keynote speech. He will be put under the microscope in needing to provide more clarity on how the Fed would look to deal with inflation pressures, that especially if things cont
Gold Price Forecast: XAU/USD holds gains above $4,600 as bullish bias prevails - FXStreet
Gold Price Forecast: XAU/USD holds gains above $4,600 as bullish bias prevails FXStreet
Gold Price Forecast: Ahead of Warsh's Jackson Hole Speech, Is Gold's Next Target $4,500 or $4,700? - TradingKey
Gold Price Forecast: Ahead of Warsh's Jackson Hole Speech, Is Gold's Next Target $4,500 or $4,700? TradingKey
[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