Loading…
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.
See how the Federal Reserve outlook moves the USD bank consensus across 37 desks
View Federal Reserve outlookWelcome to the Commentary section of FX Bank Forecast, where we aggregate insights and analyses from 18 leading institutional banks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a comprehensive resource for understanding the latest trends and developments in the foreign exchange market, drawing from the expertise of top financial institutions.
Here, you will find curated commentary on significant economic events, policy changes, and market reactions. Our aim is to provide you with a clear and concise overview of the current FX landscape, helping you interpret the implications of recent reports and forecasts from major banks.
Consumer Morsel: Energy Bills: Short-term relief, longer-term challenges
~~~~~~~~~~~~~~~ Bank of America ~~~~~~~~~~~~~~~ Consumer Morsel: Energy Bills: Short-term relief, longer-term challenges Utility bill inflation has moderated, but household payments remain elevated and longer-ter
Canadian Dollar Short-term Outlook: USD/CAD Six-Day Rally Challenges Pivotal Resistance - forex.com
Canadian Dollar Short-term Outlook: USD/CAD Six-Day Rally Challenges Pivotal Resistance forex.com
BOC summary of deliberations: Governing Council agreed near-term inflation likely to stay elevated
Cited persistent high energy prices and Middle East conflict as reason market expectations for inflation had risen Members saw higher risk of inflation spreading to non-energy goods and services Members felt risks to July forecasts had become more acute Felt trade uncertainty had
[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