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 of FX Bank Forecast, your premier resource for aggregated FX research from 18 leading institutional banks, including JPMorgan, Goldman Sachs, and Citi. Here, you will find a curated selection of insights and analyses that cover a wide array of topics influencing the foreign exchange market, including macroeconomic trends, commodity forecasts, and emerging financial technologies.
Our platform normalizes research PDFs from top financial institutions, providing you with easy access to expert commentary and market predictions. Whether you're interested in the implications of a new stablecoin initiative or the latest price forecasts for gold and cryptocurrencies, this page serves as a comprehensive hub for understanding the current landscape of FX research.
More Bessent: He emphasized the importance of sound formulation and communication of monetary policy
Treasury Sec. Bessent after meeting with BOJ Ueda said: He emphasized the importance of sound formulation and communication of monetary policy to anchor inflation expectations Expressed strong support for Japan's decisive market and monetary steps to address the substantial under
US manufacturing remains robust, but jobs market stays subdued
https://think.ing.com/snaps/us-manufacturing-remains-robust-but-jobs-market-stays-subdued/
US manufacturing remains robust, but jobs market stays subdued
Older quick take Quick take Published 15:39 United States US manufacturing remains robust, but jobs market stays subdued Another firm ISM manufacturing index boosts confidence in the durability of the recovery in the sector, fuelled by the ongoing surge in tech-related capital ex
[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