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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 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.
Welcome 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 a curated selection of recent commentary and reports that highlight key economic indicators, central bank policies, and geopolitical events impacting currency valuations. Our aim is to provide you with a neutral and factual overview that helps you interpret the current landscape of forex trading.
Morgan Stanley expects yen to decline as traders rebuild carry trades - Crypto Briefing
Morgan Stanley expects yen to decline as traders rebuild carry trades Crypto Briefing
ECB chief Lagarde says euro-area inflation shock will last longer than expected
Lagarde's comments reinforce the case for continued euro-area rate sensitivity, coming days after the ECB's second hike since the Iran war began pushing energy prices higher. With the deposit rate now at 2.5% and Bundesbank chief Joachim Nagel flagging the possibility of moving i
[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
30 investment banks see EUR/USD at 1.1639 by Dec 2026
View the live EUR/USD forecast