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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.
Live cross-firm bank consensus across 37 desks — FX, oil & gold
View bank forecastsAt fxbankforecast.com, our commentary page aggregates insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC, providing a comprehensive overview of the latest developments in foreign exchange research. This platform allows readers to access normalized bank research PDFs, facilitating a clearer understanding of market trends and economic forecasts.
The commentary reflects the perspectives of top financial institutions, covering key topics such as central bank decisions, economic indicators, and market reactions. By consolidating these insights, we aim to equip our readers with the necessary information to navigate the complexities of the FX market effectively.
Consumer Morsel: Energy Bills: Short-term relief, longer-term challenges
~~~~~~~~~~~~~~~ Bank of America ~~~~~~~~~~~~~~~ Consumer Morsel: Energy Bills: Short-term relief, longer-term challenges Utility bill inflation has moderated, but household payments remain elevated and longer-ter
BOC summary of deliberations: Governing Council agreed near-term inflation likely to stay elevated
Cited persistent high energy prices and Middle East conflict as reason market expectations for inflation had risen Members saw higher risk of inflation spreading to non-energy goods and services Members felt risks to July forecasts had become more acute Felt trade uncertainty had
Gold Technical Outlook: XAU/USD Bulls Regroup at a Critical Pivot Ahead of Fed - stonex.com
Gold Technical Outlook: XAU/USD Bulls Regroup at a Critical Pivot Ahead of Fed stonex.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