What type of commentary can I find on this page?

This page features aggregated commentary from 18 institutional banks, providing insights on currency forecasts, market trends, and economic factors affecting foreign exchange rates.

How often is the commentary updated?

The commentary is updated regularly to reflect the latest analyses and insights from the participating banks, ensuring you have access to timely information.

Can I find specific forecasts for currency pairs like EUR/USD or AUD/USD?

Yes, the commentary includes various forecasts for major currency pairs, along with explanations of the underlying economic conditions influencing these currencies.

Who are the institutional desks contributing to this commentary?

The commentary aggregates research from 18 prominent institutional desks, including names like Goldman Sachs, Bank of America, and Deutsche Bank.

How should I interpret the commentary provided?

The commentary is intended to provide expert insights and analyses; however, it's important to consider multiple perspectives and conduct your own research before making trading decisions.

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18:08ZGlobal Commodities: Dancing in the Dark 16:16ZGlobal FX: Contemplating a rotation amongst funders; outlook for BRL 15:29ZIs the coast clear for further USD strength?14:26ZSupply chain risks are changing. Shouldn’t financing change too?14:24ZUS consumers remain under pressure as sentiment slides 14:02ZSmall-Cap Revival 10:38ZConsumer Checkpoint: Strength in numbers 10:30ZCEE & CCA week ahead: Czech and Polish inflation data 09:45ZTHINK Ahead: It’s economists vs. markets, and there can only be one winner 09:10ZSpain’s rental dilemma: protecting tenants won’t fix the housing shortage 18:08ZGlobal Commodities: Dancing in the Dark 16:16ZGlobal FX: Contemplating a rotation amongst funders; outlook for BRL 15:29ZIs the coast clear for further USD strength?14:26ZSupply chain risks are changing. Shouldn’t financing change too?14:24ZUS consumers remain under pressure as sentiment slides 14:02ZSmall-Cap Revival 10:38ZConsumer Checkpoint: Strength in numbers 10:30ZCEE & CCA week ahead: Czech and Polish inflation data 09:45ZTHINK Ahead: It’s economists vs. markets, and there can only be one winner 09:10ZSpain’s rental dilemma: protecting tenants won’t fix the housing shortage

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Commentary

Welcome to the commentary page of FX Bank Forecast, where we aggregate insights and analyses from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This resource provides a comprehensive overview of current market trends, currency forecasts, and economic factors influencing foreign exchange rates.

Here, you can explore various perspectives on major currency pairs, such as EUR/USD and AUD/USD, as well as insights into macroeconomic conditions affecting currencies globally. Our aim is to help you interpret the latest research and make informed decisions based on expert analyses.

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Tag-matched commentary (matching "Commentary")

[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi - Newsquawk
citi· 2026-08-14
[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi Newsquawk

Frequently asked questions

What type of commentary can I find on this page?: This page features aggregated commentary from 18 institutional banks, providing insights on currency forecasts, market trends, and economic factors affecting foreign exchange rates.
How often is the commentary updated?: The commentary is updated regularly to reflect the latest analyses and insights from the participating banks, ensuring you have access to timely information.
Can I find specific forecasts for currency pairs like EUR/USD or AUD/USD?: Yes, the commentary includes various forecasts for major currency pairs, along with explanations of the underlying economic conditions influencing these currencies.
Who are the institutional desks contributing to this commentary?: The commentary aggregates research from 18 prominent institutional desks, including names like Goldman Sachs, Bank of America, and Deutsche Bank.
How should I interpret the commentary provided?: The commentary is intended to provide expert insights and analyses; however, it's important to consider multiple perspectives and conduct your own research before making trading decisions.

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.