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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 39 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 39 institutional desks. No promotion.
Welcome to the commentary section of FX Bank Forecast, where we aggregate and normalize research from 18 leading financial institutions, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a valuable resource for traders and investors seeking insights into foreign exchange markets and macroeconomic trends.
Here, you will find a collection of recent commentary excerpts that highlight key developments in the FX landscape, such as movements in oil prices influenced by geopolitical risks and shifts in yield curves affecting currency valuations. Our goal is to provide you with a comprehensive overview of the latest analyses and forecasts from top bank research desks.
The Commodities Feed: Oil rebounds as geopolitical risks linger
https://think.ing.com/articles/the-commodities-feed-oil-rebounds-as-geopolitical-risks-linger/
The Commodities Feed: Oil rebounds as geopolitical risks linger
https://think.ing.com/articles/the-commodities-feed-oil-rebounds-as-geopolitical-risks-linger/
The Commodities Feed: Oil rebounds as geopolitical risks linger
Articles The Commodities Feed: Oil rebounds as geopolitical risks linger Published 08:00 Commodities daily Translate Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Oil prices edged higher this morning after falling below $90/bbl yesterday, supported
Fed’s Goolsbee calls CPI ‘borderline disturbing’, flags three inflation worries
Strong language like this from Goolsbee adds weight to the hawkish run of Fed commentary after the CPI report, and it strengthens pricing for a December hike. His focus on services and expectations points to concern about entrenched inflation, not transitory shocks, which raises
Tech now accounts for two-thirds of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for two-thirds of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in September i
Tech now accounts for three-quarters of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for three-quarters of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in Septemb
Fed’s Collins backs another rate hike by year-end, flags three inflation pressures
Collins’ remarks reinforce expectations of another quarter-point rise before year-end, with recent Fed commentary leaning towards December rather than this month’s meeting. That should keep front-end Treasury yields supported and limit room for a sustained dollar pullback while h
Weekly Economic Commentary 5 Oct 2026 - Westpac IQ
Weekly Economic Commentary 5 Oct 2026 Westpac IQ
20 investment banks see USD/CHF at 0.78 by Dec 2026
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