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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 HSBC. This page serves as a hub for the latest market commentary, providing a comprehensive overview of trends and analyses in the foreign exchange landscape.
Here, you will find expert opinions and research summaries that cover a wide range of topics, from inflation impacts on currencies to consumer spending trends. Our goal is to help you interpret the latest developments in the FX market, enabling informed decision-making based on the collective insights of top financial institutions.
Consumers resilient but many retail stocks are on the sale rack
Consumer strength, lower-income spend improving Much of the consumer survey data suggests that consumers feel squeezed and are increasingly frustrated by inflation, but BAC credit and debit card spending data tells a different, more positive story. And importantly, it's not just
US manufacturing revival gathers pace despite tariff and energy headwinds
https://think.ing.com/articles/us-manufacturings-revival/
US manufacturing revival gathers pace despite tariff and energy headwinds
Articles US manufacturing revival gathers pace despite tariff and energy headwinds Published 12:20 United States Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download After three years of stagnation, US manufacturing appears to be on an upswing as productio
[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