FX BANK FORECAST · COVERAGE
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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 from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a valuable resource for traders and investors seeking insights into the latest market trends and central bank decisions affecting foreign exchange rates.
Here, you will find a curated selection of commentary that highlights key developments, such as recent monetary policy decisions and economic indicators. By consolidating expert analysis from top financial institutions, we aim to provide you with a comprehensive understanding of the factors influencing currency movements and market sentiment.
Statement by the Monetary Policy Board: Monetary Policy Decision
At its meeting today, the Board decided to increase the cash rate target by 25 basis points to 4.60 per cent.
Semiconductor equipment faces a "valuation slowdown"? Morgan Stanley raised its forecast for Applied Materials but cut its price target. - 富途牛牛
Semiconductor equipment faces a "valuation slowdown"? Morgan Stanley raised its forecast for Applied Materials but cut its price target. 富途牛牛
Goldman Sachs: A Change of Tide for JPY; Long JPY Exposure Getting Attractive - eFXdata
Goldman Sachs: A Change of Tide for JPY; Long JPY Exposure Getting Attractive eFXdata
[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