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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 38 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
24 investment banks see USD/JPY at 153.88 by Dec 2026
View the live USD/JPY forecastResearching this URL
We’re aggregating cross-firm research for this URL. Coverage publishes once our desk has synthesised enough material from the firms we track. Check back shortly — in the meantime, the latest commentary and firm views below are always live.
Path: /research/commentary/usd-jpy-forecast-as-japanese-yen-hits-critical-boj-ghf1p9
Asia week ahead: BoJ rates, China’s Fifth Plenum, Taiwan and Korea data
Articles Asia week ahead: BoJ rates, China’s Fifth Plenum, Taiwan and Korea data Published 03:07 Asia week ahead China Japan Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The Bank of Japan is expected to hold rates at 1.25%, while Taiwan’s eco
The Commodities Feed: Brent builds geopolitical premium as Gulf risks rise
Articles The Commodities Feed: Brent builds geopolitical premium as Gulf risks rise Published 02:48 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Oil rallied yesterday as markets grows increasingly concerned about the risk of a ren
ECB preview: MUFG sees October hold, two hikes ahead. See EUR/USD year end at 1.12
The French-German 10-year spread is the key gauge: MUFG’s scenarios put it at about 170 basis points in its base case and above 200 in a crisis, levels last associated with the euro zone debt crisis. EUR/USD has been tracking the two-year swap spread between the euro and the doll
Global FX: GBP FX - UK Budget Preview
We preview the UK Budget in terms of risks around GBP FX, what the outlook is from here for sterling and a discussion on positioning. Speakers: James Nelligan Patrick Locke This podcast was recorded on 21 October 2026. This communication is provided for information purposes only.