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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 36 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
Live cross-firm bank consensus across 36 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 Bank of America. This platform provides a comprehensive overview of the latest foreign exchange research, allowing you to stay informed about market trends and central bank decisions.
Here, you will find expert commentary on significant economic developments, such as the People's Bank of China's monetary policy adjustments and the Reserve Bank of Australia's interest rate outlook. Our goal is to help you interpret these insights and understand their potential impact on currency movements.
BOJ July meeting Summary: Board split on pace of hikes as inflation nears 2pc target
The most tradeable signal here is the explicit view from at least one Board member that the pace of hikes could run faster than markets currently expect, which argues for a firmer yen and higher JGB yields if that camp gains the upper hand at the next meeting. The oil linkage cut
Pound To Dollar Forecast 2026, 2027 & 2028: Latest Sentiment Poll Sees GBP Rising Towards 1.38 - Exchange Rates Org UK
Pound To Dollar Forecast 2026, 2027 & 2028: Latest Sentiment Poll Sees GBP Rising Towards 1.38 Exchange Rates Org UK
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