What types of commentary can I find on this page?

This page features expert analyses and insights on various FX-related topics, including inflation forecasts, currency outlooks, and macroeconomic trends from leading banks.

Which banks' research is aggregated on this site?

We aggregate research from 18 prominent institutional desks, including JPMorgan, Goldman Sachs, BofA, HSBC, and others.

How often is the commentary updated?

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

Can I download the research documents?

While the commentary is available for reading online, specific PDF documents from the banks may not be downloadable directly from this page.

Is the commentary biased towards any particular bank?

No, the commentary is neutral and aggregates insights from multiple banks to provide a balanced view of the FX market.

The Battle for the Fed

LIVE

06:40ZFX Daily: Tipping point 06:18ZRates Spark: Widening fiscal woes 03:34ZAsia week ahead: Indian rate decision, key data on Philippines, Japan, Taiwan 22:46ZICYMI: Goldman pushes next Fed hike to December, sees strong chance no more hikes are needed 14:19ZWhat an evolving sustainability agenda means for US corporates 14:04ZFiscal troubles for the euro may only be starting 13:27ZEntering the age of the older consumer 13:16ZTop of the Morning: China at two speeds - Reflections from the ground 11:30ZTo what extent is the rise in long-dated rates attributable to AI?10:40ZFrance’s budget offers no quick relief for bond markets 06:40ZFX Daily: Tipping point 06:18ZRates Spark: Widening fiscal woes 03:34ZAsia week ahead: Indian rate decision, key data on Philippines, Japan, Taiwan 22:46ZICYMI: Goldman pushes next Fed hike to December, sees strong chance no more hikes are needed 14:19ZWhat an evolving sustainability agenda means for US corporates 14:04ZFiscal troubles for the euro may only be starting 13:27ZEntering the age of the older consumer 13:16ZTop of the Morning: China at two speeds - Reflections from the ground 11:30ZTo what extent is the rise in long-dated rates attributable to AI?10:40ZFrance’s budget offers no quick relief for bond markets

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.

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