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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.
Welcome to the commentary section of FX Bank Forecast, where we aggregate insights and analyses from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a comprehensive resource for understanding the latest trends and developments in the foreign exchange market, providing you with a consolidated view of expert opinions and research.
Here, you can explore various reports and articles that delve into critical topics such as global economic resilience amidst unprecedented shocks, debt sustainability concerns, and evolving energy price forecasts. Our aim is to empower readers with the necessary information to make informed decisions in the dynamic FX landscape.
ING Monthly: Weathering the shocks
https://think.ing.com/bundles/ing-monthly-weathering-the-shocks-bundle/
ING Monthly: Weathering the shocks
Reports Report ING Monthly: Weathering the shocks Published 11:53 The most striking thing about this summer isn’t the string of unprecedented shocks. It’s that the global economy has barely flinched Carsten Brzeski Download PDF Executive summary Energy: We have revise
Carsten: Weathering the shocks
Articles Carsten: Weathering the shocks Published 11:50 Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The most striking thing about this summer isn’t the string of unprecedented shocks – it's that the global economy has barely flinched. But a
[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
China's SAFE says FX market stable, resilient amid complex global backdrop
What stands out in SAFE's remarks is as much what wasn't emphasized as what was: the regulator devoted little specific commentary to the yuan's level or direction beyond a passing reference to stability, which could be read as a signal that Beijing currently has limited concern a
Economic and event calendar in Asia Friday, July 17, 2026 - Fed speaker
Fed speaker today. Philip Jefferson is Fed Vice Chair, a centrist policymaker now navigating the Fed under new Chair Kevin Warsh. His most recent commentary emphasizes cautious optimism, expecting slightly above-trend growth, a stabilizing labor market, and inflation eventually r
25 investment banks see USD/JPY at 154.81 by Dec 2026
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