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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 forecastsThe commentary page on fxbankforecast.com aggregates insights and analyses from 18 leading institutional desks, including JPMorgan, Goldman Sachs, BofA, HSBC, and more. This centralized resource provides a comprehensive overview of current market trends and forecasts, allowing readers to stay informed about the latest developments in foreign exchange and related financial markets.
By normalizing research PDFs from these major banks, the commentary section offers a user-friendly way to access expert opinions and data-driven insights. Readers can interpret this information to better understand market dynamics, assess risks, and make informed trading decisions based on the collective wisdom of top financial institutions.
Goldman flags China stimulus risk as growth slips further below target
A confirmed slowdown toward the 4% handle keeps pressure on Chinese equities and the yuan, particularly if incoming August and September data fail to show stabilisation. The gap between bank estimates, Goldman at the softer end near 4%, Macquarie near 4.2%, BNP Paribas at 4.1%, p
[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
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