What types of commentary can I find on this page?

This page features expert commentary and analyses from 18 major institutional banks covering various aspects of the foreign exchange market, including currency outlooks, economic indicators, and market trends.

How often is the commentary updated?

The commentary is updated regularly to reflect the latest insights and research from the participating banks, ensuring you have access to current market perspectives.

Can I access research from all 18 banks?

Yes, the Commentary page aggregates research from all 18 institutional desks, providing a comprehensive overview of their analyses and forecasts.

What should I consider when interpreting the commentary?

While the commentary provides valuable insights, it's essential to consider the broader economic context and your own investment strategy, as the analyses reflect the banks' perspectives and may not guarantee specific outcomes.

Is there a way to filter the commentary by bank or topic?

Currently, the Commentary page presents a unified view of research, but you can explore specific insights from individual banks or topics by navigating through our categorized sections.

US Dollar: Mixed data and higher yields shape outlook – Danske Bank

LIVE

14:04ZFiscal troubles for the euro may only be starting 13:27ZEntering the age of the older consumer 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 10:20ZCzech manufacturing supported by new orders and strong hiring 09:25ZMonitoring Bulgaria: From euro adoption to the fiscal test 07:27ZThe Commodities Feed: Oil falls as Middle East supply fears ease 07:22ZUBS On-Air: Paul Donovan Daily Audio 'Saving the US consumer'06:40ZFX Daily: Dollar is on a roll 13:16ZSofter-than-feared US inflation despite robust spending 14:04ZFiscal troubles for the euro may only be starting 13:27ZEntering the age of the older consumer 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 10:20ZCzech manufacturing supported by new orders and strong hiring 09:25ZMonitoring Bulgaria: From euro adoption to the fiscal test 07:27ZThe Commodities Feed: Oil falls as Middle East supply fears ease 07:22ZUBS On-Air: Paul Donovan Daily Audio 'Saving the US consumer'06:40ZFX Daily: Dollar is on a roll 13:16ZSofter-than-feared US inflation despite robust spending

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.

Institutional FX coverage in your inbox

Commentary

Commentary

Closest existing research

Tag-matched commentary (matching "Commentary")

Frequently asked questions

All research pillars