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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-qj8woi
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.
EM Fixed Income: Swimming upstream after Bangkok
Anezka Christovova, Ben Ramsey and Michael Loh discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 22 October 2026. This communication is provided for information purposes only. Copyright 2026 JPMorgan Chase &
Rates Spark: US and France like ships passing in the night at 5%
Articles Rates Spark: US and France like ships passing in the night at 5% Published 16:47 Rates Spark Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The US 10yr yield gapped back below 5% with some conviction. We're not convinced it keeps on going. M