FX BANK FORECAST · COVERAGE
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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 forecastsWelcome to the Commentary page of FX Bank Forecast, your comprehensive source for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page provides insights and analyses from top banks, helping you stay informed on market trends and economic developments.
Here, you will find a curated selection of recent commentary that covers a wide range of topics, including currency movements, economic forecasts, and geopolitical influences. By synthesizing expert opinions from major financial institutions, we aim to provide you with a clearer understanding of the factors driving the FX market.
Can the Treasury simply use its deposit account to finance Treasury buybacks?
https://think.ing.com/snaps/can-the-treasury-simply-use-its-deposit-account-to-finance-treasury-buybacks/
Can the Treasury simply use its deposit account to finance Treasury buybacks?
Older quick take Quick take Published 13:45 Rates Can the Treasury simply use its deposit account to finance Treasury buybacks? CNBC came out with a story this morning along the lines that the Treasury could potentially use the Treasury general account (TGA) to help finance Treas
Morgan Stanley raises Brent forecasts on slow Mid-East recovery - marketscreener.com
Morgan Stanley raises Brent forecasts on slow Mid-East recovery marketscreener.com
[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