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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 insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and UBS. This page serves as a comprehensive resource for understanding the latest market commentary and analysis from top financial institutions, helping you stay informed about global currency trends and economic indicators.
Our curated commentary includes key insights on central bank policies, inflation expectations, and market reactions, providing a clear view of how these factors influence currency movements. By normalizing research from various banks, we aim to present a balanced perspective that aids traders and investors in making informed decisions.
Former Atlanta Fed President: The inflation portion of the Fed mandate is far more concerning
Historically supply shocks hit and resolve quickly but they're lingering longer and it takes time to work its way through, that can feed into expectations Said he was pleased that Warsh doubled down on Jackson Hole speech The number of families that are being stressed by prices h
Economic and event calendar in Asia Friday, September 18, 2026 - BoJ and RBA
Plenty of big events to come during the Asian timezone today. I'll get previews posted of all of these separately, just a few brief notes for now. Japanese inflation data for August. We have already seen Augusy CPI data for the Tokyo area: Tokyo core CPI rose 1.8% y/y in August,
ASM International stock gains as BofA and Morningstar turn more positive - ad-hoc-news.de
ASM International stock gains as BofA and Morningstar turn more positive ad-hoc-news.de
[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