Commentary

Commentary

Welcome to the Commentary page of FX Bank Forecast, your comprehensive aggregator of foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile and normalize insights from top-tier banks to provide you with a clearer understanding of the FX landscape.

Our commentary features expert analyses on various economic indicators and geopolitical events that influence currency markets. By synthesizing research from multiple sources, we aim to equip you with valuable perspectives on market trends and central bank policies, helping you make informed decisions in the ever-evolving FX environment.

• All bank coverage
• Forecast aggregator
• Economic calendar
• Currencies
• Research

Closest existing research

• Payroll call

  bofa· bofa-research-podcast· 2026-06-08

  Please join Sphia Salim in discussion with our US economists, rates and FX strategists to review the US payroll report. The US labor market remains central to the outlook for US monetary policy, especially ahead of the first FOMC meeting under the new Chair, and therefore also a

• Goldman Sachs Sees Fed Holding Rates Steady Through 2026 - Bitcoin World

  goldman· google-news-eurjpy· 2026-06-08

  Goldman Sachs Sees Fed Holding Rates Steady Through 2026 Bitcoin World

• Goldman Sachs drops call for December Fed rate cut

  goldman· investinglive-cb· 2026-06-08

  Goldman Sachs is changing its Fed call. Previously, they saw the Federal Reserve cutting rates in December and then again in March 2027. Now they see the Fed holding rates steady until cuts in June 2027 and December 2027. They cited Friday's jobs report and still-low unemployment

Tag-matched commentary (matching "Commentary")

• The US Blockade of Iran after Six Weeks

  · robin-brooks-substack· 2026-05-23

  Much of the commentary on the US blockade says it's failed, but that's total nonsense

• ECBs Lane:Monetary policy decisions will continue to be made on a meeting-by-meeting basis

  · investinglive-cb· 2026-05-13

  ECBs Lane gave a speech at a Dinner event. Below are the main commentary on the Economy/Policy. Supply-driven energy shocks hurt euro area growth: Lane said oil-price increases caused by supply disruptions — especially geopolitical events — tend to lower euro area GDP growth by a

• Taking Stock of the US Blockade

  · robin-brooks-substack· 2026-05-05

  There's endless commentary that the blockade has failed, but that's total nonsense

Frequently asked questions

What type of commentary can I find on this page?

This page features expert analyses and insights from 18 institutional banks, focusing on key economic indicators, central bank policies, and geopolitical events that impact the foreign exchange market.

How often is the commentary updated?

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

Can I download the research PDFs from this page?

While this page aggregates commentary, individual research PDFs may be available through the respective banks' platforms. Please check their official sites for downloads.

Who are the contributors to the commentary?

The commentary is derived from research provided by 18 leading financial institutions, including names like UBS, Citi, and Deutsche Bank, offering a diverse range of perspectives.

Is the commentary focused on specific currencies?

The commentary covers a broad spectrum of currencies, analyzing factors that influence exchange rates and market movements across various regions.

All research pillars

• Research index
• Bank reports
• Consensus
• EM strategy
• Macro quant
• Scenarios
• Track record