FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
Welcome to the Commentary page of FX Bank Forecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This platform provides a comprehensive overview of the latest foreign exchange research, allowing you to stay informed on market trends and expert analyses.
Here, you will find valuable commentary on major currency pairs such as GBP/USD and EUR/USD, as well as insights into gold prices and central bank strategies. Our goal is to help you interpret the aggregated research effectively, enabling you to make informed decisions in the dynamic FX market.
Post NFP Call
Please join Ralf Preusser in conversation with Aditya Bhave, Mark Cabana and Alex Cohen post-payrolls. Since Fed Chair Warsh is trying to move away from forward guidance, the importance of US data will only increase. We will discuss the outlook for the Fed, US rates and the USD i
The Commodities Feed: Oil under pressure amid rebound in Middle East flows
https://think.ing.com/articles/the-commodities-feed-oil-under-pressure-as-middle-east-flows-continue-to-recover030726/
The US Blockade of Iran after Six Weeks
Much of the commentary on the US blockade says it's failed, but that's total nonsense
ECBs Lane:Monetary policy decisions will continue to be made on a meeting-by-meeting basis
ECBs Lane gave a speech at a Dinner event. Below are the main commentary on the Economy/Policy. Supply-driven energy shocks hurt euro area growth: Lane said oil-price increases caused by supply disruptions — especially geopolitical events — tend to lower euro area GDP growth by a
Taking Stock of the US Blockade
There's endless commentary that the blockade has failed, but that's total nonsense
19 investment banks see USD/CHF at 0.78 by Dec 2026
View the live USD/CHF forecast